Sales Follow-up
Keep inbound leads moving with fast qualification, short-loop follow-up, and hand-offs that give reps context before call one.
Best for
teams losing leads to slow response
Timeline
14 days
Starts at
$3,000
A narrow workflow your team can use and measure.
What gets built
automated qualify-and-follow sequences for inbound leads
What gets integrated
your forms, CRM or inbox, and clean rep hand-off
What success looks like
time-to-first-touch and qualified-meeting lift you can read weekly
Good fit when the workflow is repetitive, visible, and owned.
The first engagement works best when the use case is practical enough to launch quickly and important enough to measure.
Founder-led sales teams where response time depends on who is between meetings.
Inbound forms, demo requests, or trial signups that need qualification before rep time.
Teams with simple qualification rules but inconsistent follow-up discipline.
What changes after launch.
Inbound qualification
Before
Good leads wait in forms, spreadsheets, or inboxes until someone manually checks them.
After
The workflow qualifies against agreed rules and pushes warm leads into the right next step.
Follow-up consistency
Before
Interested prospects cool off after the first reply because the next touch is manual.
After
Follow-up runs on a defined cadence and stops cleanly when a human takes over.
Fixed scope from audit to live usage.
The scope stays narrow so the implementation can become a real workflow with owners, guardrails, and numbers attached.
Audit
Map the current workflow, source material, owners, and points where manual work leaks time.
Build
Design the agent behavior, prompts, routing logic, integrations, and review paths around the selected use case.
Launch
Deploy the workflow into the agreed surface, brief the team, and confirm what gets measured.
Optimize
Tune from live usage so the workflow becomes a reliable operating asset instead of a one-off demo.
Common buying questions.
Can this work without a complex CRM?
Yes. The first version can connect to forms, inboxes, sheets, or a lightweight CRM as long as the hand-off path is clear.
Will messages sound automated?
The workflow uses your offer, qualification rules, and tone. The goal is timely, useful follow-up, not generic drip copy.
What gets measured?
Time-to-first-touch, qualified leads moved forward, reply activity, and where human hand-off improves conversion.