follow-up-plan
Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
Skill by closeioOfficial
Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/closeio-follow-up-plan
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: sales
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/follow-up-plan
What's inside
- Skill name
follow-up-plan- Description
- Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
- License
- MIT
- Instructions
- 12 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
Prepare a follow-up plan for the lead identified in the user's request using Close MCP tools. If no lead is specified, ask which lead to review. Find and disambiguate the lead, review its recent calls, meetings, emails, notes, opportunity state, and incomplete tasks, then provide: - a short relationship summary; - the strongest next action and why; - a suggested message or call outline; - recommended task timing and owner, when supported by the data. Do not send messages, create tasks, or change Close records unless the user explicitly asks after reviewing the plan.
From closeio/agent-plugin, MIT.
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- 0.646score
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closeioOfficial
Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.
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pipeline-review
closeioOfficial
Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.
SkillAFreshness: AClaude Code +9 - 0.640score
account-brief
closeioOfficial
Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
SkillAFreshness: AClaude Code +9
Signals
- Stars
- 0
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 16, 2026 (13 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Repository
- github.com/closeio/agent-plugin
- Website
- developer.close.com/mcp
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from closeio
- 0.646score
close-crm
closeioOfficial
Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.
SkillAFreshness: AClaude Code +9 - 0.642score
pipeline-review
closeioOfficial
Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.
SkillAFreshness: AClaude Code +9 - 0.640score
account-brief
closeioOfficial
Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
SkillAFreshness: AClaude Code +9
Cite this page
follow-up-plan skill. Agent Mart. https://agentmart.dev/skills/closeio-follow-up-plan (last updated 2026-10-24)