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Send Sales Follow-Up Texts
Send due sales follow-up text messages to opted-in prospects
Use this Agent instantly or customize it - no programming needed
- Weekday check timeWeekday check time
Your scheduled check time determines which follow-up tasks are due today.
- Due text tasksDue text tasks
Your open text tasks name the prospect, assigned rep, and goal for the next text.
- Prospect contact detailsProspect contact details
Your prospect contacts provide the names and mobile numbers needed for follow-ups.
- SMS permissionSMS permission
Your prospect's current opt-in status shows whether you may send a text.
- Recent text exchangeRecent text exchange
Your recent texts show the prospect's last answer and any follow-up already sent.
- Texting settingsTexting settings
Your settings supply the business number, allowed hours, tone, and approved next step.
Your sales workspace holds follow-up tasks and texts, sends SMS, and shows replies in your rep's inbox.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
- Follow-up textFollow-up text
Your prospect's conversation shows the brief text and whether sending succeeded.
- Same-day rep taskSame-day rep task
Your rep gets a same-day task with the exact text and send result after a successful send.
- Open task with reasonOpen task with reason
Your rep sees why a follow-up was held or why sending failed on the open task.
This Agent checks due tasks at your chosen weekday time. Eligible prospects receive texts shaped by recent exchanges and your goal. Your task list shows send results.
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ClickUpUsed as:
- Sales workspace
ClickUp holds follow-up tasks and texts, sends SMS, and shows replies in your rep's inbox.
CloseUsed as:
- Sales workspace
Close holds follow-up tasks and texts, sends SMS, and shows replies in your rep's inbox.
ChatworkUsed as:
- Sales workspace
Chatwork holds follow-up tasks and texts, sends SMS, and shows replies in your rep's inbox.
PipefyUsed as:
- Sales workspace
Pipefy holds follow-up tasks and texts, sends SMS, and shows replies in your rep's inbox.
Made for your industry
Send Sales Follow-Up Texts is made for businesses in these industries.
- Financial Services
Text loan prospects when their planned follow-up comes due.
Show all Agents for the Financial Services industry - Real Estate
Text buyers and sellers about their next step after a recent exchange.
Show all Agents for the Real Estate industry - Property Management
Text prospective renters about their next step when follow-up is due.
Show all Agents for the Property Management industry - Insurance
Text coverage prospects when a planned follow-up is due.
Show all Agents for the Insurance industry - Home Services
Text homeowners about the next step after a sales conversation.
Show all Agents for the Home Services industry - Car Dealerships
Text car shoppers when their promised follow-up comes due.
Show all Agents for the Car Dealerships industry
Made for your role
Send Sales Follow-Up Texts is made for people in these roles.
- Account Executive
Text deal prospects about the next step when follow-up is due.
Show all Agents for the Account Executive role - Sales Development Representative
Text prospects about the agreed next step when follow-up is due.
Show all Agents for the Sales Development Representative role - Sales Representative
Send due follow-up texts shaped by each prospect's last reply.
Show all Agents for the Sales Representative role - Business Development Manager
Text potential clients when a planned follow-up comes due.
Show all Agents for the Business Development Manager role - Real Estate Agent
Text buyers and sellers when their next check-in is due.
Show all Agents for the Real Estate Agent role - Insurance Agent
Text coverage prospects when a promised follow-up is due.
Show all Agents for the Insurance Agent role - Leasing Specialist
Text prospective renters when their next check-in is due.
Show all Agents for the Leasing Specialist role - Mortgage Loan Officer
Text loan prospects about their next step when follow-up is due.
Show all Agents for the Mortgage Loan Officer role - Mortgage Broker
Text borrower prospects when their planned follow-up comes due.
Show all Agents for the Mortgage Broker role
Made for your department
Send Sales Follow-Up Texts is made for people in these departments.
- Sales
Send due prospect texts and leave results on reps' task lists.
Show all Agents for the Sales department - Business Development
Text potential clients about their next step at the planned time.
Show all Agents for the Business Development department - Leasing
Text renter prospects when their next check-in comes due.
Show all Agents for the Leasing department - Lending
Text loan prospects when their planned follow-up comes due.
Show all Agents for the Lending department
How Send Sales Follow-Up Texts works
4 steps, in order, on every run.
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Find Due Text TasksFind open follow-up text tasks due at your weekday check. Read each prospect's assigned rep and goal.
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Check Consent and Recent TextsCheck each prospect's SMS opt-in and latest exchange. Skip anyone who replied after the task was made or already got the text.
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Write and Send the Follow-UpWrite a brief text from the rep's goal and last exchange. Send it from the rep's business number during allowed hours.
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Update the Rep’s Task ListComplete the original task and add a same-day task with the text and result. Leave failed sends open with the error.
How to Get Started
Connect the tools you already use, such as ClickUp, Close or Chatwork.
4 tools
- Choose the weekday check time and the sales team's time zone.
- Create dated text follow-up tasks with the prospect, assigned rep, and goal for the next text.
- Keep each prospect's SMS opt-in status and mobile number on the contact, and connect a business texting number for the rep.
- Set the allowed texting hours, message tone, and the next-step link or offer the rep may use.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Sales Follow-Up Texts:
No. You record SMS permission on each contact. Your rep gets an open task when consent is missing, withdrawn, or unclear.
Your rep reviews the task if the prospect replied after you created it. New replies appear in the rep’s inbox for a personal response.
You choose the weekday check time, team time zone, and allowed texting hours. Texts outside those hours wait until the next allowed check.
Your rep sees the specific error on the open task and can review the sending issue. Successful sends appear in a same-day task with the exact text.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.