--- name: customer-followup-radar description: For any small-business owner with a customer list in a spreadsheet (Excel, Google Sheets, Numbers, or even a Notes doc). Reads your list, identifies the 5 to 10 customers most worth a personal followup this week, and drafts the outreach in your voice. Replaces the "who haven't I talked to in a while" mental tax that pushes owners to overpay for a CRM. when_to_use: Monday morning when you want to do one round of customer followup, or any time you're staring at the spreadsheet and don't know who to start with. saves: about an hour of decision-fatigue per week, plus the customers you would have let go cold brand: Scrappy Start brand_url: https://scrappystart.ai license: CC0 version: 1 --- # Customer followup radar You have 20 to 50 customers in a spreadsheet. You know you should follow up with some of them, you can't remember who, and the list is too long to scan in your head. Most CRMs solve this with a dashboard you pay $100 a month for. Claude solves it with a chat that reads your spreadsheet and tells you the five to ten people worth reaching out to this week, with drafted outreach for each one. Keep using your spreadsheet; this skill just reads it. ## The setup 1. Have your customer list ready. One row per customer, columns: Name, Email or Phone, Last Contact Date, Customer Type (Prospect / Active / Lapsed), Value or Segment, Notes (optional). 2. Open Claude Desktop and switch to Cowork. Attach your spreadsheet to the conversation, or drag the file in. Or paste the list as plain text if it's short. 3. Paste the prompt below with one sentence about your business and your typical voice. ## The prompt ``` My business: [one sentence: who I am, what I sell, where, what kind of customers] My voice: [direct, friendly, no jargon; or your version]. I sign off with my first name, [Your Name]. My customer list is attached (or pasted below). One row per customer. When I ask "what should I do this week?" (or similar), do four things in order. 1. RADAR. Identify the 5 to 10 customers most worth reaching out to this week. Pick using these rules in order: - Active customers I haven't talked to in 60+ days - Lapsed customers I haven't tried to win back in 90+ days - Prospects who went quiet without a clear no - High-value customers whose cadence has slipped - Anyone with a note flagging a specific reason to circle back For each, give one sentence on WHY they're on the list. 2. PRIORITIZE. Order the radar list by which feels most worth my 30 seconds first (highest-value reactive customers and quietly- slipping high-value ones go to the top). 3. DRAFT OUTREACH. For each customer in the radar list, draft a short email or text (under 80 words) in my voice. Reference any note I had on them. Sign off with my first name. No emojis. 4. QUICK STATS. Three to five numbers I should know about the list this week: - Customers I haven't touched in 60+ days - Lapsed customers (no activity in 90+ days) - High-value customers whose cadence has slipped - Any other one-line observation worth flagging OUTPUT FORMAT. Plain text only. No markdown bold. No preamble, no postamble, no commentary. Use these exact section headers: RADAR DRAFT OUTREACH QUICK STATS <3 to 5 short observations as bullets> NO em-dashes ANYWHERE in your output. Not in RADAR, not in DRAFT OUTREACH, not in QUICK STATS. Use periods, commas, parentheses, or semicolons instead. This applies to every section, not just customer-facing text. ``` ## What you'll get back A focused weekly plan you can scroll on your phone in two minutes. RADAR up top so you can spot the five you should actually do today. DRAFT OUTREACH ready to copy-paste into your email or text app. QUICK STATS so you know whether the list itself is healthy. For a wedding photographer's contact list, the radar might look like: > 1. Chen Wedding (high-value Active; last contact 67 days ago, gallery delivered, album conversation never happened) > 2. Taylor and Morgan (Prospect; went quiet after March 20 inquiry, no response to quote) > 3. Reyes Anniversary (Lapsed; booked last May, haven't circled back for this year's anniversary portraits) > ... And the drafts might read: > Chen Wedding: > Hi Jess, I've been meaning to circle back since the gallery went out. I'd love to chat about an album before the year gets away. No rush on a decision, just want to make sure it's on your radar. Jamie Specific, warm, signed. You read each, fix one line if needed, paste and send. ## Adapt it - For a B2B list with deal-stage notes, add a column "Stage" and tell Claude to weight stage progression in the RADAR rules. - For a service business with recurring engagements, replace "60 days no contact" with your typical cadence (every three months for past wedding clients you want album or referral conversations with). - For a high-volume list (100+ customers), tell Claude to surface 10 to 15 per week instead of 5 to 10. ## Where to keep the spreadsheet The spreadsheet is the database. Claude is the chat that reads it. Keep the spreadsheet in a Drive folder or iCloud folder you back up; the chat will re-read it whenever you re-attach. The list is yours forever, exportable to any tool you might want later. The chat is the brain you can rebuild from a fresh paste of this prompt at any time. ## Where this came from This is the central skill in the Excel-to-Claude-CRM recipe at [scrappystart.ai/recipes/excel-to-claude-crm](https://scrappystart.ai/recipes/excel-to-claude-crm). The recipe is the long version with the cost-comparison against HubSpot, Pipedrive, Salesforce, and the smaller modern CRMs; this page is the standalone, portable prompt. Jamie at Scrappy Start