Sales workflow
CRM Lead Follow-up
Stale deals in your pipeline get a nudge — AI drafts the follow-up, you approve it.
The problem we solve
Your CRM has 50 deals in it. Half haven't been touched in two weeks. The leads aren't cold yet — they just need a thoughtful nudge — but your sales person is too busy with active deals to write a personalised follow-up to every stalled prospect. So they go cold instead.
How it works
Every weekday morning, AI scans your CRM for deals that haven't been touched in 7+ days. For each one, it pulls the deal context (notes, last interaction, value) and drafts a personalised follow-up email — referencing the actual conversation, not a generic template.
Drafts arrive in your inbox or Slack ready to review. You approve, edit, or skip with a click. Approved drafts send from your email address. The CRM auto-updates with the activity.
What changes when you have this
Before
- ·Half your pipeline goes cold from neglect
- ·Generic follow-ups feel impersonal
- ·Sales person spends mornings writing emails instead of selling
- ·Deals get missed
After
- Every stalled deal gets a thoughtful nudge
- Drafts feel personal because AI uses real context
- Sales person reviews 10 drafts in 5 minutes
- Pipeline stays warm
Tools we integrate
Use a different tool? If it has an API, we can connect it.
Best for
- Real estate agents with active buyer/seller pipelines
- Agencies running outbound prospecting
- Professional services with consultative sales cycles
Industries
Want this running in your business?
Start with the audit. One hour, R4 500, and we see if this workflow fits your stack — and quote properly if it's a match.
Book the audit