Follow-up Snooze & Reminder Queue

The problem this kills

Half of selling is remembering to circle back. The prospect says "ask me again after our renewal in Q3." The buyer goes quiet and you tell yourself "I'll ping them next Tuesday." A deal stalls and you scribble "follow up after the holidays" on a sticky note. Across a full book of business that's dozens of "later" promises living in your head, your inbox, a notebook, three calendar events, and a tab you never close.

So they slip. The Q3 follow-up surfaces in October. The "next Tuesday" nudge happens three weeks late or not at all. You re-email someone you already nudged yesterday because you forgot. And the deals that needed a gentle, well-timed touch quietly go cold - not because you didn't care, but because there was no single, trustworthy place that said "these are the people you promised to get back to today."

This tool fixes exactly that. You snooze a contact or deal to a future date with a one-line reason, and on that date it pops back up in a clean daily queue - overdue ones first - so the only follow-ups you're looking at are the ones that are actually due now. Nothing automated goes out behind your back: you decide what to do with each one, and any email you send is reviewed and approved first.

What you'll build

A small internal web app, just for your sales team, that:

• Lets a rep snooze any contact or deal to a future date with a short reason note ("circle back in Q3", "after their renewal", "next Tuesday").
• Understands natural snooze options - tomorrow, next Tuesday, in 2 weeks, first business day of next quarter - and turns them into a real date.
• Supports recurring reminders ("nudge every 30 days until they reply") so a cadence keeps itself going.
• Resurfaces each reminder on its due date in that rep's daily queue, with overdue items shown prominently at the top.
• Respects business days and time zones so a "Friday" snooze doesn't fire on a Saturday, and a reminder is "due today" in the rep's own time zone.
• When a reminder fires, puts it in front of the rep to act now, snooze again (with a fresh reason), or close it - the human gate.
• Lets the rep send an approved follow-up email through Resend - drafted, reviewed, and only then sent.
• Sends an optional morning digest so each rep gets today's queue in their inbox.
• Dedupes on contact/deal + reminder so the same follow-up can never be queued twice.
• Imports an existing reminder spreadsheet and exports the whole queue as CSV.

What's inside the Implementation Plan

The plan is a single markdown file you paste into Claude Code (a free AI coding agent). It walks the agent through building the whole tool, step by step, each step ending with a ready-to-paste prompt.

The most important part: the plan opens by interviewing you about your business. Before it writes a single line, the agent asks how you track follow-ups today, what CRM or spreadsheet your contacts and deals live in, the real fields and naming you use, your typical and peak number of open reminders, your team's time zones and what counts as a business day, your snooze and recurrence rules, and your messiest edge cases - a contact who belongs to two deals, an account that changed owners, a reminder you want to hand to a colleague. It reads a short tailored spec back to you, you confirm it, and only then does it build - so you get a follow-up queue shaped to how you actually sell, not a generic template you have to wrestle into place.

Inside you'll find:

• The discovery interview and how the agent turns your answers into the data model, your snooze options, and your recurrence rules.
• The full build: database, login, the snooze action, the natural-date parser, the daily queue with overdue-first sorting, the fire-on-due-date logic, the act/snooze/close gate, the approved-email send, the morning digest, the spreadsheet import, and the CSV export.
• The human-in-the-loop gate and the duplicate guard so nothing fires or sends behind your back and no reminder is ever double-created.
• Verification steps so you can prove it works, and the CSV import/export fallback so the tool is fully usable today even before you connect it to your CRM.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a sales team actually needs:

• Login so only your team can see or touch anything.
• Row-level security so each rep only ever sees their own organization's contacts, deals, and reminders.
• A complete audit trail - every snooze, re-snooze, fire, action, close, draft, approval, and send logged with who and when.
• A hard human-in-the-loop gate - reminders resurface for a person to handle, and any follow-up email is drafted, reviewed, and approved before it sends. Nothing is ever emailed automatically.
• Duplicate guards - dedupe on contact/deal + reminder so the same follow-up can't be queued twice, even on a double-click or a re-import.

Who it's for

Account executives, account managers, SDRs, and ops/BPM folks who juggle dozens of "later" promises across email, sticky notes, and their own memory, and want one trustworthy daily queue of who to get back to today - without hiring a developer or bolting on another paid CRM add-on. You don't need to write code. You need your rep roster, optionally your existing reminder spreadsheet, and an afternoon.

You've got this - paste the first prompt and let the agent interview you.