- AI-Agent
- Ready to Run
Send Sales Follow-Ups
Send personal follow-up emails for stalled prospect deals
Use this Agent instantly or customize it - no programming needed
- Manager's deal listManager's deal list
Your manager's email names the deals to revisit and may give directions for individual deals.
- Deal historyDeal history
Your deal history shows whether a deal remains open and what the last exchange promised.
- Prospect conversationsProspect conversations
Your recent emails show whether a prospect replied or already received a follow-up.
- Follow-up settingsFollow-up settings
Your settings define when to follow up and what your messages may say.
Your sales inbox holds the manager's list and prospect conversations, and sends the follow-ups and reply.
Your deal management tool shows each deal's status, contact, activities, and notes about the next step.
- Reply to the managerReply to the manager
Your manager sees which deals received an email and which need review, with a reason for each.
- Personal follow-up emailsPersonal follow-up emails
Your eligible prospects receive one email that follows the recorded next step and asks for a response.
- Reply to the managerReply to the manager
Your manager sees which deals received an email and which need review, with a reason for each.
This Agent reads the stalled-deal list you email from an address you choose. It checks deal history and prospect conversations, then sends fitting follow-ups. It replies with sent emails and deals needing review.
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GmailUsed as:
- Sales inbox
Gmail holds the manager's list and prospect conversations, and sends the follow-ups and reply.
Microsoft OutlookUsed as:
- Sales inbox
Microsoft Outlook holds the manager's list and prospect conversations, and sends the follow-ups and reply.
LeadConnectorUsed as:
- Deal management tool
LeadConnector shows each deal's status, contact, activities, and notes about the next step.
monday.comUsed as:
- Deal management tool
monday.com shows each deal's status, contact, activities, and notes about the next step.
PipedriveUsed as:
- Deal management tool
Pipedrive shows each deal's status, contact, activities, and notes about the next step.
ZoomUsed as:
- Deal management tool
Zoom shows each deal's status, contact, activities, and notes about the next step.
- Sales inbox
Zoom holds the manager's list and prospect conversations, and sends the follow-ups and reply.
Zoho CRMUsed as:
- Deal management tool
Zoho CRM shows each deal's status, contact, activities, and notes about the next step.
Follow Up BossUsed as:
- Deal management tool
Follow Up Boss shows each deal's status, contact, activities, and notes about the next step.
CloseUsed as:
- Deal management tool
Close shows each deal's status, contact, activities, and notes about the next step.
OneDriveUsed as:
- Deal management tool
OneDrive shows each deal's status, contact, activities, and notes about the next step.
Microsoft Office 365Used as:
- Sales inbox
Microsoft Office 365 holds the manager's list and prospect conversations, and sends the follow-ups and reply.
KeapUsed as:
- Deal management tool
Keap shows each deal's status, contact, activities, and notes about the next step.
ApolloUsed as:
- Deal management tool
Apollo shows each deal's status, contact, activities, and notes about the next step.
Zoho MailUsed as:
- Sales inbox
Zoho Mail holds the manager's list and prospect conversations, and sends the follow-ups and reply.
Wealthbox CRMUsed as:
- Deal management tool
Wealthbox CRM shows each deal's status, contact, activities, and notes about the next step.
Microsoft Dynamics 365 CRMUsed as:
- Deal management tool
Microsoft Dynamics 365 CRM shows each deal's status, contact, activities, and notes about the next step.
Bigin by Zoho CRMUsed as:
- Deal management tool
Bigin by Zoho CRM shows each deal's status, contact, activities, and notes about the next step.
Bitrix24 CRMUsed as:
- Deal management tool
Bitrix24 CRM shows each deal's status, contact, activities, and notes about the next step.
CopperUsed as:
- Deal management tool
Copper shows each deal's status, contact, activities, and notes about the next step.
Redtail CRMUsed as:
- Deal management tool
Redtail CRM shows each deal's status, contact, activities, and notes about the next step.
Odoo CRMUsed as:
- Deal management tool
Odoo CRM shows each deal's status, contact, activities, and notes about the next step.
Capsule CRMUsed as:
- Deal management tool
Capsule CRM shows each deal's status, contact, activities, and notes about the next step.
Freshsales SuiteUsed as:
- Deal management tool
Freshsales Suite shows each deal's status, contact, activities, and notes about the next step.
Made for your industry
Send Sales Follow-Ups is made for businesses in these industries.
- Advertising and Marketing
Follow up on quiet agency pitches using the last prospect exchange.
Show all Agents for the Advertising and Marketing industry - Software
Send personal follow-ups on stalled software deals.
Show all Agents for the Software industry - IT Services
Follow up on quiet service deals after checking the promised next step.
Show all Agents for the IT Services industry - Consulting
Send personal follow-ups on stalled consulting proposals.
Show all Agents for the Consulting industry - Staffing and Recruiting
Follow up with prospective clients about stalled staffing deals.
Show all Agents for the Staffing and Recruiting industry - Construction
Revisit quiet construction bids with a relevant prospect email.
Show all Agents for the Construction industry - Wholesale Distribution
Revisit quiet wholesale accounts with a relevant buyer follow-up.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Revisit quiet product sales with a follow-up tied to the last exchange.
Show all Agents for the Manufacturing industry - Financial Services
Send timely follow-ups on quiet financial service opportunities.
Show all Agents for the Financial Services industry - Real Estate
Follow up with quiet buyers and sellers when their deals need contact.
Show all Agents for the Real Estate industry - Insurance
Revisit stalled coverage discussions with a personal email.
Show all Agents for the Insurance industry - Management Consulting
Send relevant follow-ups on stalled strategy engagements.
Show all Agents for the Management Consulting industry - Cybersecurity
Follow up on stalled security service deals using the agreed next step.
Show all Agents for the Cybersecurity industry
Made for your role
Send Sales Follow-Ups is made for people in these roles.
- Account Executive
Send deal follow-ups that reflect each prospect's latest reply.
Show all Agents for the Account Executive role - Sales Representative
Send personal follow-ups on quiet deals without repeating a nudge.
Show all Agents for the Sales Representative role - Sales Manager
Review listed deals, send justified follow-ups, and report holds.
Show all Agents for the Sales Manager role - Business Development Manager
Revisit stalled opportunities using the agreed next step.
Show all Agents for the Business Development Manager role
Made for your department
Send Sales Follow-Ups is made for people in these departments.
- Sales
Follow up on stalled deals and flag those needing a decision.
Show all Agents for the Sales department
How Send Sales Follow-Ups works
5 steps, in order, on every run.
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Read Your Deal ListRead your email and collect the deal links and directions you include. Remove repeat links before reviewing deals.
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Check Deal and Email HistoryCheck each deal's next step and recent prospect emails. Flag missing details or a reply that changes the plan.
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Hold Deals That Need ReviewHold closed deals, answered conversations, repeat follow-ups, and future plans. Give the manager a reason for each hold.
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Send Relevant Follow-UpsSend a personal email for each eligible deal, based on the last exchange and promised next step. Confirm its message ID.
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Report Results to the ManagerReply to the manager's email with sent follow-ups and deals needing review. Include the reason for each hold or failed send.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or LeadConnector.
23 tools
- Choose the sales mailbox and the manager email addresses allowed to submit stalled-deal lists.
- Ask managers to email deal links in a message with the subject prefix 'Stalled deals for follow-up'.
- Set the minimum time since the last prospect contact, the approved writing style and call to action, and any offers the Agent may mention.
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-Ups:
Email deal links to your chosen sales mailbox from a manager address you authorize. Start the subject with 'Stalled deals for follow-up'.
You choose the minimum time since last contact, writing style, call to action, and permitted offers. The Agent checks the next step and recent prospect emails before sending.
You get the reason in a reply to your list. The Agent holds deals with missing context, conflicting activity, or a failed send for your review.
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.