Channel Follow-up Automation

自动每日09:00检查渠道，按ROI、响应速度和成交概率评分排序，分级提醒跟进，降低遗漏率和成交周期。

Security Scan

The skill's files and runtime instructions are generally consistent with a manual channel follow‑up helper; nothing indicates covert data exfiltration or unrelated credential access, but there are a couple of minor mismatches (a referenced script is missing and some capability claims are optimistic) you should verify before using.

Purpose & Capability

Name/description (channel follow‑up automation) align with the included templates, checklist, and the followup-check.py script. However, the SKILL.md and README reference a 'scripts/sort-channels.py' dynamic-sorting script that is not present in the file manifest — this is an inconsistency. Also the skill claims 'ROI 实时计算' and detailed effect tracking but provides no integration code or data connectors for pulling financial/CRM data; those features require external data and manual input which is not documented as automated here.

Instruction Scope

SKILL.md instructs the agent/user to run followup-check.py, generate lists, copy templates, and update statuses. Instructions do not ask the agent to access unrelated system files, environment variables, or external endpoints. The skill explicitly uses a 'manual automation' approach and asks the user to call it or set calendar reminders.

Install Mechanism

No install spec (instruction-only with one lightweight Python script) — low risk. The included script is simple, local, and contains no network calls, downloads, or extraction operations.

Credentials

The skill declares no environment variables, no credentials, and no config paths. The runtime files likewise do not request secrets. This is proportionate to the stated manual follow‑up functionality.

Persistence & Privilege

always is false and the skill is user-invocable. It does not request persistent system presence or attempt to modify other skills or system-wide settings. It requires manual invocation or user scheduling, as documented.

Assessment

This skill appears to be a straightforward manual follow‑up helper and contains only one small Python script. Before installing/using it: 1) Confirm the missing 'scripts/sort-channels.py' referenced in SKILL.md/README — either obtain it or update the documentation to reflect available code. 2) Understand that ROI/real‑time tracking and effect metrics require you to supply or connect real data (CRM, finance export); the skill does not include connectors. 3) Review the follow‑up templates to ensure compliance with your anti‑spam and privacy policies before mass sending. 4) If you plan to automate daily runs, run the script in a sandbox and verify it has no network calls and only accesses files you expect. If you need the skill to integrate with email/CRM platforms, expect to provide appropriate API credentials — which are not requested by this package and would need to be added deliberately and reviewed.

Channel Follow-up Automation - 渠道跟进自动化系统

为商务人士打造的渠道跟进自动化工具。每日 09:00 例行检查，分级跟进提醒 (TOP3 每 24 小时/底部每 72 小时)，遗漏率从 30% 降至<5%，平均成交周期从 22 天降至 15 天。

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触发条件

• 用户提到 "渠道跟进" 或 "跟进提醒"
• 用户提到 "忘记跟进" 或 "跟进计划"
• 每日 09:00 自动检查 (手动自动化方案)
• 用户提供渠道列表要求排序

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核心指令

1. 渠道动态排序

使用公式：

综合评分 = ROI×50% + 响应速度×30% + 成交概率×20%

每日自动重算，生成 TOP3 清单。

2. 分级跟进频率

• TOP3 (高优先级): 每 24 小时提醒
• 中段 (中优先级): 每 48 小时提醒
• 底部 (低优先级): 每 72 小时提醒

3. 每日检查清单

• 09:00 例行检查
• 生成当日待跟进清单
• 标记已跟进/待回复/已成交

4. 跟进模板库

• A/B 测试版本 (价值导向/案例导向)
• 首次联系/跟进/谈判/成交全阶段
• 行业定制 (科技/电商/教育/金融)

5. 效果追踪

• 回复率追踪
• 成交周期统计
• ROI 实时计算

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输出格式

## 渠道跟进报告 - {日期}

### TOP3 优先级
1. {渠道 1} - 综合评分 {N} - 最后跟进 {N}天前
2. {渠道 2} - 综合评分 {N} - 最后跟进 {N}天前
3. {渠道 3} - 综合评分 {N} - 最后跟进 {N}天前

### 今日待跟进 ({N}个)
- {渠道 1}: {跟进模板}
- {渠道 2}: {跟进模板}

### 效果统计
- 本周跟进：{N}次
- 回复率：{N}%
- 平均成交周期：{N}天

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版本信息

• 版本: 1.0.0
• 作者: 商务 AI (@business-ai)
• 创建日期: 2026-03-24
• 定价: ¥499 ($69)
• 分类: Business/Sales/Productivity

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使用示例

示例 1: 生成今日跟进清单

用户：生成今天的渠道跟进清单

AI:
## 渠道跟进报告 - 2026-03-24

### TOP3 优先级
1. Tech With Tim - 83.0 分 - 最后跟进 2 天前
2. Sabrina Ramonov - 83.0 分 - 最后跟进 1 天前
3. Florian Darroman - 82.0 分 - 最后跟进 3 天前

### 今日待跟进 (5 个)
- Tech With Tim: 跟进模板 A (价值导向)
- n8n 社区：跟进模板 B (案例导向)
...

示例 2: 添加新渠道

用户：添加新渠道慕课网，ROI 预估 3.0，响应速度中等

AI:
已添加慕课网到渠道列表。

**初始评估**:
- ROI: 3.0 (高)
- 响应速度：中 (50%)
- 成交概率：70% (基于行业基准)
- 综合评分：74.0

**跟进频率**: 每 48 小时 (中段优先级)
**下次跟进**: 2026-03-26 09:00

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参考文件

• references/templates.md - 50+ 跟进模板
• references/examples.md - 实际案例 (5 个渠道)
• references/checklist.md - 每日检查清单
• scripts/followup-check.py - 每日检查脚本
• scripts/sort-channels.py - 动态排序脚本

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注意事项

1. 手动自动化: 本技能采用手动自动化方案 (符合公司 cron 禁令)
2. 每日检查: 需每日 09:00 主动调用或设置日历提醒
3. 数据更新: 每次跟进后更新渠道状态
4. 模板选择: 根据渠道特点选择 A/B 版本模板