# Skill: Follow-Up SDR

A follow-up agent for recruitment agency owners. It watches both sides of your desk — clients you sent a proposal to who went quiet, and candidates who stalled mid-process — then runs a tailored follow-up over email and LinkedIn, caps itself at 5 touches, and tells you who is back in play.

Built by RecruiterGTM. Free to use, copy, and adapt.

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## How to build this skill in Claude Code

1. Open **Claude Code** inside the Claude App (Mac / Windows) or Antigravity.
2. In your project folder, create this path: `.claude/skills/follow-up-sdr/`
3. Inside that folder, create a file named `SKILL.md`
4. Paste this entire document into that file and save.
5. Connect the tools (next section).
6. Reload Claude Code so it picks up the new skill.
7. Invoke with `/follow-up-sdr`, or put it on a schedule (last section).

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## Connect the tools

Swap any of these for whatever you already run. The skill only needs one tool per job.

**CRM** — where your deals / proposals live (e.g. Attio, HubSpot, Pipedrive)
- In Claude Code type `/mcp`, add your CRM, sign in.

**ATS** — where your candidate pipeline lives (e.g. Recruiterflow, Bullhorn, your ATS)
- `/mcp` → add your ATS → sign in. This is the candidate side.

**LinkedIn outreach tool** — to send LinkedIn follow-ups (e.g. HeyReach)
- `/mcp` → add HeyReach → paste your API key. LinkedIn has no draft, so the agent pushes messages here.

**Email** — Gmail (or your inbox)
- `/mcp` → add Gmail → sign in. Email follow-ups are created as drafts you approve.

**Slack** — where you want the daily summary
- `/mcp` → add Slack → sign in.

Don't have a LinkedIn tool yet? HeyReach and similar offer trials. The skill still works email-only without it.

---

## How to invoke

```
/follow-up-sdr
```

Run it manually any time, or schedule it to run every morning (see the last section).

---

## What the skill does

1. **Scans for the two leaks**
   - Client side: deals in your "Proposal Sent" stage with no reply in 3+ days.
   - Candidate side: candidates in an active process with no activity in 3+ days, or where a hiring manager owes feedback.
2. **Starts a tailored follow-up** over email and LinkedIn for each one, written in your voice, referencing the exact proposal or the stage they went quiet in.
3. **Runs up to 5 touches, then stops** so you never get marked as spam, and notifies you who replied or is back in play.

It does what a junior SDR or resourcer does, except it never forgets, never gets busy, and never lets a warm client or candidate go cold.

---

## The rules (this is what the agent follows)

**Triggers**
- Proposal sent, no reply from the prospect in 3+ days → start the client sequence.
- Candidate active, no activity in 3+ days, OR a hiring manager owes feedback → start the candidate sequence.

**Cadence and cap**
- Space touches 2–3 days apart.
- Maximum 5 total touches per person, then stop permanently and flag it. Never exceed 5.

**Branching (write your own copy here)**
Give the agent exact rules per scenario instead of one generic message:
- Never replied → send variation A (light nudge: "did you get a chance to look at this?").
- Replied once then went quiet → send variation B (re-engage on the specific thing they raised).
- Went cold near the end → send variation C (soft close: "should I stop following up?").
Write each variation in your own words and the agent will rotate them by step.

**Channel handling (important)**
- **Email → Gmail draft.** Never auto-send email. Create each follow-up as a draft for you to review and send.
- **LinkedIn → push to your outreach tool.** LinkedIn has no draft state, so each LinkedIn follow-up is pushed into HeyReach as a queued step in the sequence.

**Notify**
- Post one summary to Slack each run: who is being followed up, on which channel, what step, and anyone who replied since the last run.

**Never fabricate.** If a contact has no email and no LinkedIn, skip the row and log it. Never invent a contact or a reply.

---

## Voice rules for the follow-ups

- Short and human. One idea per line.
- Reference the specific proposal, role, or the exact point they went quiet on.
- No "just checking in", no guilt, no pressure.
- Match how you actually talk. Read it out loud — if it sounds like a template, rewrite it.

---

## Put it on a schedule

Paste this to make it run on its own:

```
Save this as a routine that runs every weekday at 9am. On each run, scan for the
two leaks, draft the email follow-ups in Gmail, push the LinkedIn follow-ups into
HeyReach, and post a summary to Slack with everyone being followed up and anyone
who replied since yesterday.
```

---

## Make it yours

- Change "3 days" to your own follow-up window.
- Change the 5-touch cap to whatever feels right for your market.
- Swap Attio / your ATS / HeyReach / Gmail for your own stack — the logic is the same.
- Add a third trigger (e.g. terms sent, no signature in 5 days).

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Built by **RecruiterGTM** — we install Claude + AI systems inside recruitment agencies.
More free playbooks and guides: recruitergtm.com/resources