Small business · Daily
Lead follow-up drafts
The agent finds leads who have gone quiet and drafts a personal follow-up for each.
What to tell your agent
Each morning, find leads in the CRM who have had no contact for five days. Read our last conversation with each one and draft a short, personal follow-up. Put the drafts in a queue for my review. Send nothing until I approve it.
How it runs
- Find leads that have gone quiet
- Read the last conversation
- Draft personal follow-ups
- Queue them for your review
Watch out for
- A follow-up that only repeats old details can feel automated, so personalize it
- Keep customer data inside the CRM and your drafts
What you get
Every quiet lead has a follow-up waiting for your approval.
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