SalesFinds dropped customer follow-ups and drafts the fix
Loop closer
It reads across the places customer work happens - your inbox, Slack, the CRM, your task tool and your meeting notes - and finds the loops nobody closed: a promise with nothing sent, a question with no reply, a new stakeholder who never made it into the CRM, a task with no owner or date. Each loop comes with the quote and the date it came from, a priority, and a ready draft of the reply, task or CRM update that closes it. Nothing is sent or changed until you say yes, and every closed loop gets a receipt.
- Works with
- GmailHubSpotSlackNotionGoogle Calendar
- Recommended model
- Claude Opus 5.5
- Skills
- 7
What it does
- Audits your inbox, Slack, CRM, tasks and notes for promises made and never kept, asks never answered and facts never recorded
- Turns a meeting note, transcript or thread into loops with an owner, a due date and the line it came from
- Ranks open loops so customer-facing and overdue ones come first
- Drafts the reply, task, CRM update or note that closes each loop, and applies it only after your yes
- Keeps one loop board with evidence and a receipt for every loop it closes
- Reviews a whole team's open loops for a sales manager, grouped by owner
The skills it brings
Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.
/lpc-source-maplpc-source-mapUse when setting up the mate, when the person adds or removes a tool, or when it is unclear where a kind of customer fact should live or what the mate is allowed to change.
/lpc-loop-auditlpc-loop-auditUse when the person asks what slipped, what is still open or what they forgot across their sources, and when the open-loop audit routine runs.
/lpc-conversation-to-loopslpc-conversation-to-loopsUse when the person pastes, uploads or forwards one meeting note, transcript, email thread or chat export and wants the commitments and facts in it turned into tracked loops with owners and dates.
/lpc-closing-draftslpc-closing-draftsUse when the person wants the reply, task, CRM update or note that closes one or more open loops drafted, approved and applied, and when a loop is marked done or dropped.
/lpc-loop-reviewlpc-loop-reviewUse when the person asks what they are on the hook for, wants the weekly loop sweep, or, as a manager, wants the open loops across their team grouped by owner.
/sales-follow-upsSales follow-upsFollowing up on leads that went quiet after a reply, proposal, call or quote: the cadence, what each follow-up should add, wording that is not "just checking in", when to stop and close the lead, and keeping the pipeline file current.
/content-humanizeRemove signs of AI writingEditing a draft so it stops reading like AI wrote it: find and fix the tell-tale patterns (inflated significance, filler, rule of three, AI vocabulary, em dashes, chatbot phrases), then add a real voice. Use on any draft before it goes out.
Things to ask it
Find the open loops from my last weekHere are my notes from a call with …What am I on the hook for right now?Which customer details never made it into the CRM?