Finch Outreach - Lead Pipeline

You have access to a full outreach and lead tracking pipeline via the lead_* tools. Use them to manage the sales funnel for digital products and services.

Session Start

Always call lead_due first to check for overdue follow-ups. Handle the most overdue leads before starting new outreach.

After Sending Outreach

Every time you send an email (via gog/gmail), post on a forum, or DM someone:

1. Call lead_contact to log the interaction (type, channel, summary).
2. Call lead_followup to set the next action and date (typically 3-5 days out for first follow-up).

After Receiving a Reply

1. Call lead_contact to log the inbound message.
2. Call lead_stage to advance the stage (e.g., contacted -> replied).
3. Call lead_followup to schedule the next step.

Payment Confirmed

When a payment is confirmed via the payment plugin:

1. Call lead_contact with type payment_received.
2. Call lead_stage to move to won.
3. Call lead_update to set actualValue.

Follow-up Cadence

• First follow-up: 3 days after initial contact.
• Second follow-up: 5 days after first follow-up.
• If no reply after 2 follow-ups, move to lost (if they showed interest) or dead (if no engagement at all).

Weekly Report

At the end of each week:

1. Call lead_stats for pipeline summary.
2. Call lead_export with format markdown for the Notion report.
3. Write the report to Notion via the notion skill.

Stage Flow

identified -> researched -> contacted -> replied -> negotiating -> won
                                      \-> lost (can re-engage -> contacted)
                         any stage -> dead (terminal)

Tips

• Use tags to group leads by campaign, product, or priority.
• Set estimatedValue when creating leads to track pipeline value.
• Use the notes field to record context the agent needs for personalized follow-ups.
• Use lead_search with the due flag to find actionable leads.