Client Follow-Up Sequence Automator

1. The Problem

The single most consistent revenue leak in any professional services or B2B business is the follow-up gap. Proposals go unanswered and are never chased. Post-meeting momentum evaporates. Clients who went quiet three months ago would re-engage if someone reached out — but nobody does, because nobody is tracking it. The money is in the follow-up. The follow-up is the hardest thing to do consistently without a system.

2. Integration & Webhook Setup

Follow the exact steps below to configure and deploy this automation inside your OpenClaw workspace.

1. 1Create a new agent named `followup-sequence`.
2. 2Connect your CRM: the agent supports HubSpot, Salesforce, Pipedrive, and Zoho. The trigger event (proposal sent, meeting completed) is detected via CRM status change — configure your trigger stage in the `TRIGGER_EVENT` field.
3. 3Configure your three sequence emails in the Context Payload `EMAIL_TEMPLATES` section. The templates include `{{prospect_name}}`, `{{company}}`, `{{proposal_topic}}`, and `{{owner_name}}` personalisation variables that are pulled from your CRM automatically.
4. 4Set your `STOP_CONDITIONS`: the sequence halts on any inbound reply, any CRM stage movement, or manual override. This ensures no prospect receives a follow-up email after they have already responded.
5. 5Enable weekly dormant prospect alerts: the agent scans for any lead that went silent after Stage 3 more than 60 days ago and surfaces them for re-engagement consideration.

3. The Context Payload (context.json)

Save this file as: .openclaw/agents/client-follow-up-sequence-automator/context.json

{
  "automation_id": "10",
  "title": "Client Follow-Up Sequence Automator",
  "level": 1,
  "tier": "Solopreneur Engine",
  "setup_time": "Under 60 min",
  "estimated_api_cost": "~$3–$6/mo",
  "client_price_range": "$250–$500",
  "agents": [
    {
      "role": "orchestrator",
      "model": "claude-3-5-sonnet",
      "temperature": 0.2,
      "max_tokens": 4096
    }
  ],
  "memory": "session",
  "output_format": "structured_json",
  "human_review_gate": true,
  "documentation_standard": "required"
}

4. Execution Commands

Run these commands from your openclaw-workshop/ directory to validate, test, and schedule this automation. Commands are taken directly from The OpenClaw Income Engine, Appendix E.

# ── STEP 1: Register the CRM webhook ──
$ openclaw webhook create followup-sequence --trigger crm_deal_stage_change
$ 
# ── STEP 2: Test with a simulated HubSpot deal stage change ──
$ openclaw webhook test followup-sequence --payload ./hubspot_deal_webhook.json
$ 
# ── STEP 3: Preview generated emails (dry run — no sending) ──
$ openclaw run followup-sequence --deal-id <test_deal_id> --dry-run
$ 
# ── STEP 4: Review and approve the generated follow-up emails ──
$ openclaw approve followup-sequence --sequence-id <id> --action send
$ 
# ── STEP 5: Enable automatic sending without approval (high-trust mode) ──
$ openclaw config edit followup-sequence
# Set approval_required: false under sequences config
$ 
# ── Activate webhook listener ──
$ openclaw webhook activate followup-sequence
$ 
# ── View all active sequences and their status ──
$ openclaw run followup-sequence --sequences --active
$ 
# ── Manually trigger a sequence for a deal ──
$ openclaw run followup-sequence --deal-id <deal_id> --sequence proposal_followup