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discovery call
[Company]
plan purchased
score
short
received
stages
non-salesy).
company
glossary
specific
actions taken (what + result)
Company
prefer:
send a light-touch check-in if the lead is still relevant.
no pressure.
move to Nurture (Long-Term).
if no reply.
leads in Engaged > 14 days without a meeting (needs re-engagement)
check: days since last touch
or when the user asks for a status update.
draft one outreach email.
send through Composio Gmail tools. Always ask before sending — never auto-send.