claude-code-skills-stripe

### Sortd Kanban Board: Q3 Lead Follow-Up Automation

**Board Columns:**
1. **New Lead** (5 leads)
   - *Lead 1:* [email protected] - Interested in AI CRM integration (Source: Webinar)
   - *Lead 2:* [email protected] - Requested demo of analytics module (Source: LinkedIn)
   - *Lead 3:* [email protected] - Pricing inquiry for enterprise plan (Source: Referral)
   - *Lead 4:* [email protected] - Wants to discuss team collaboration features (Source: Blog)
   - *Lead 5:* [email protected] - Follow-up on proposal sent 2 weeks ago (Source: Cold Email)

2. **Contacted** (3 leads)
   - *John Doe:* Email sent 10/15 - Response pending
   - *Sarah Chen:* Email sent 10/16 - Scheduled demo for 10/22
   - *Mike Rodriguez:* Email sent 10/17 - Requested additional case studies

3. **Follow-Up Needed** (2 leads)
   - *Lisa Wong:* Last contact 10/10. Needs urgency flag set (High Priority). Draft follow-up email:
     ```
     Subject: Quick Question About Your Team Collaboration Needs
     Hi Lisa,
     I noticed you downloaded our team collaboration guide last week. Could you share what specific features you're most excited about? Our product team is prioritizing enhancements based on user feedback.
     Best,
     [Your Name]
     ```
   - *David Kim:* Proposal sent 10/01. Needs follow-up sequence:
     - **Email 1 (10/18):** "Checking in on your thoughts about our proposal"
     - **Email 2 (10/22):** "3 reasons why [Company] chose our solution" (case study)
     - **Email 3 (10/25):** "Limited-time offer for early adopters"

4. **Closed/Won** (1 lead)
   - *Enterprise Client:* Signed contract 10/14. Added to onboarding checklist.

### Automated Email Sequences:
**For HealthCorp (Sarah Chen):**
1. **Post-Demo Email:** "Next Steps for Your Analytics Demo"
   - Include calendar link for implementation discussion
   - Attach comparison sheet with competitor features
2. **Follow-Up:** "Case Study: How [HealthCorp] Improved Reporting by 40%"

**For RetailGiant (Mike Rodriguez):**
1. **Case Study Email:** "How [RetailGiant] Reduced Costs by 25% with Our Solution"
2. **Pricing Clarification:** "Enterprise Plan FAQs - Let's Schedule a Call"

### Team Workflow Integration:
- Assigned 'Follow-Up Needed' leads to Account Executives: @jane.smith (Lisa Wong), @mike.jones (David Kim)
- Set deadlines: All follow-ups due by 10/25
- Added tags: #priority, #urgent, #enterprise-client
- Created shared notes for each lead with key talking points

### Sortd Automation Tips:
1. Use the 'Template' feature to save these email sequences for future leads
2. Set up automated reminders for leads in 'Follow-Up Needed' column
3. Use Sortd's AI features (when available) to analyze email sentiment and suggest urgency levels
4. Integrate with Google Calendar to auto-populate meeting links in follow-up emails
5. Export board data weekly for pipeline review meetings