website-lead-followup

What problem does it solve?

The website-lead-followup skill automates the intake of new online inquiries by creating a Salesforce contact, drafting a personalized follow-up email, and producing a disciplined pre-send checklist for mortgage leads.

Core Features & Use Cases

• Create and persist a Salesforce Contact with default field values suitable for web leads (Account: Database, Group: Client, Stage: Lead, Lead Source: Web Lead, Last Touch: MM/DD/YYYY — Website lead, initial phone call completed).
• Draft a custom follow-up email tailored to the specific conversation, including a loan application link and a tailored document request list.
• Generate a pre-send checklist summarizing the contact, required documents, and next steps; supports Outlook first, with Gmail fallback.

Quick Start

Submit a new website lead to trigger the end-to-end workflow: create the Salesforce contact, draft the personalized follow-up email, and render the pre-send checklist.