---
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.
---

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.