CRM export: find leads never followed up and draft follow-ups (no send)

Dhruv Jain @DhruvJain08

In short: This prompt helps with: cRM export: find leads never followed up and draft follow-ups (no send). Nothing to fill in: copy it as it is.

EmailsWorks with ChatGPT, Claude

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Shared publicly by Dhruv Jain (@DhruvJain08) on X. Text is as posted. X profile · Original post · Report or remove

You're helping me find leads my team never followed up on. The attached file is my CRM export.

1. List every contact who reached out to us (form, email or call) and got no reply or follow-up from us within 7 days.
2. For each one, show name, company, the date they came in, what they asked for, and who on my team owned it, if that's in the data.
3. Sort newest first.
4. Draft one short follow-up for each, under 80 words, that refers to what they actually asked. Plain tone, no "just checking in".
5. Don't send anything. Put the drafts in a table I can review.

If a column you need isn't in the file, tell me which one instead of guessing.

Fill in the [PLACEHOLDERS] before sending. Never paste real customer data into an AI tool you don't control.

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CRM export: find leads never followed up and draft follow-ups (no send)

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