Multi-Step Follow-up Cadence Engine: Follow Up on Schedule, Not 'When You Remember'

The problem this kills

You know follow-up is where the deals are. The data says it, your manager says it, and you believe it. But the actual doing of it falls apart somewhere around step two. You send the first email, you mean to call in two days, then a fire breaks out, then it's next week, and that contact quietly drops off your radar. Meanwhile a different lead gets four emails in three days because you forgot you already pinged them.

The result is a follow-up process that runs on memory and sticky notes. Some contacts get chased relentlessly, most get dropped after one touch, and nobody can tell you who's at which step or what goes out tomorrow. The expensive CRM cadence add-on is either locked behind a tier you don't have or so rigid it doesn't match how your team actually sells. You don't need to live with this, and you don't need to be a developer to fix it.

What you'll build

A small web app — just for your team — that runs your follow-up sequences on autopilot, but keeps a human in charge of what actually gets sent. You drop in a list of contacts, pick which cadence to enroll them in, and the engine takes over the timing: it schedules Day 0, Day 2, Day 5, Day 9 (or whatever your steps are), respects business hours and time zones, and skips weekends and holidays so nothing lands at 2 a.m. on a Sunday.

Each morning the tool drafts the day's queue — the emails that are due, plus the call tasks that are due — and shows it to the rep. You review, tweak, and approve; only then do the emails go out through Resend and the call tasks appear on your list. The moment a contact replies, bounces, unsubscribes, or books a meeting, the engine pulls them out of the sequence so you never send a "just following up" to someone who already answered. At any point you can export the full cadence status as a CSV.

What's inside the Implementation Plan

The plan is a single file you paste into an AI coding agent (like Claude Code), and it builds the tool with you step by step — no prior coding needed.

It opens by interviewing you about your business — your current follow-up process, the CRM or spreadsheet you live in, how your contacts and stages are actually named, your real send volumes, your business hours and time zones, your daily send caps, and the messy exceptions (the VIP who gets a personal touch, the contact already in another sequence). That's the whole point: the tool is tailored to how you sell, not a generic template. The plan reflects a short spec back to you and waits for your thumbs-up before building anything.

From there it walks through the data model, the scheduling engine that respects business hours and holidays, the daily review-and-approve queue, the Resend send step and call-task creation, the auto-exit signals, and the CSV export — each step ending in a ready-to-paste prompt.

The governance it includes (this is the point)

This isn't a fire-and-forget blast tool. The plan bakes in the controls that keep follow-up safe and on-brand:

• Login, so only your team can use it.
• Row-level security, so each person only ever sees their own organization's contacts and cadences.
• A complete audit trail — who enrolled whom, who approved which send, and when.
• A hard human-in-the-loop approval gate: the engine drafts and queues the day's sends, but nothing leaves until a rep reviews and approves it. Replies pause the cadence for a human to handle.
• Duplicate guards: a contact can't be enrolled in the same cadence twice, and a per-step send ID makes sure the same step never goes out twice.
• A per-rep, per-day send cap, so the engine never floods anyone or trips spam filters.

Who it's for

SDRs, account managers, and small sales teams who run manual follow-up and lose track somewhere after the first touch. If your "cadence" today is a mix of memory, calendar reminders, and guilt, this is for you.

You've got this — paste the first prompt and let the engine tell you who to follow up with tomorrow.