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Follow Up Sales Leads

Send relevant replies after a first sales exchange goes quiet

Use this Agent instantly or customize it - no programming needed

Follow up with quiet sales leads
Reads
  • Follow-up check time
    Follow-up check time

    Your weekday check time starts the review and sets the date for the two-business-day wait.

  • Lead follow-up stage
    Lead follow-up stage

    Your lead's stage shows whether it needs a follow-up or awaits a reply.

  • Lead email exchange
    Lead email exchange

    Your lead's emails show their question, your rep's answer, and any later reply.

  • Linked meetings
    Linked meetings

    Your contact's linked meetings show whether a next conversation is already scheduled.

  • Approved next steps
    Approved next steps

    Your approved explanations, resources, and meeting link guide the follow-up.

  • Sending rep
    Sending rep

    Your rep's identity points to the right sending account and task owner.

Sales workspace
Sales workspace

Your sales workspace holds lead conversations and meetings, sends replies, and assigns rep tasks.
Sales workspace
Is this lead not due for a follow-up?YesNo
Skip this lead
Does this lead need a rep's judgment before sending?YesNo
Create a task explaining what the rep needs to review
Writes
  • Follow-up issue task
    Follow-up issue task

    Your rep gets a task explaining why this lead needs attention before another email.

Did a reply or meeting appear before sending?YesNo
Leave the exchange for the rep to review
Send one reply and set Awaiting reply, or create a task if sending fails
Writes
  • Follow-up email
    Follow-up email

    Your lead receives one relevant reply in the existing conversation.

  • Awaiting reply stage
    Awaiting reply stage

    Your lead shows Awaiting reply after the follow-up goes out.

  • Follow-up issue task
    Follow-up issue task

    Your rep gets a task explaining why this lead needs attention before another email.

Hand the lead's reply to the sending rep
Reads
  • New lead email notice
    New lead email notice

    Your new email notice identifies the lead and the incoming message to review.

  • Lead email exchange
    Lead email exchange

    Your lead's emails show their question, your rep's answer, and any later reply.

  • Sent follow-up
    Sent follow-up

    Your prior follow-up shows what the lead answered and which rep sent it.

  • Lead follow-up stage
    Lead follow-up stage

    Your lead's stage shows whether it needs a follow-up or awaits a reply.

  • Sending rep
    Sending rep

    Your rep's identity points to the right sending account and task owner.

Sales workspace
Sales workspace

Your sales workspace holds lead conversations and meetings, sends replies, and assigns rep tasks.
Sales workspace
Is this reply unrelated or already handled?YesNo
Stop without creating another task
Is the sending rep unknown?YesNo
Flag the unassigned response for sales operations
Writes
  • Unassigned response flag
    Unassigned response flag

    Your sales operations team sees a response that needs a rep assigned.

Create a reply task and mark the lead Rep review
Writes
  • Reply review task
    Reply review task

    Your sending rep gets the lead's answer, email link, and suggested next action.

  • Rep review stage
    Rep review stage

    Your lead shows Rep review so the automated follow-up stops.

This Agent starts each weekday with leads you mark Ready. After checking the email exchange and meeting plans, it sends a relevant follow-up. When a lead replies, your rep gets a task with a suggested next action.

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Made for your industry

Follow Up Sales Leads is made for businesses in these industries.

Made for your role

Follow Up Sales Leads is made for people in these roles.

Made for your department

Follow Up Sales Leads is made for people in these departments.

How Follow Up Sales Leads works

4 steps, in order, on every run.

  1. Find leads due for follow-upReview leads marked Ready each weekday. Keep those whose rep answered the last question two business days ago, with no later reply or upcoming meeting.
  2. Write a personal email replyMatch the lead's question to a next step you provided. Write a brief reply, or create a rep task if no option fits.
  3. Send the follow-upRecheck for a new reply or meeting. Send in the same thread from the rep's connected account, then mark the lead Awaiting reply.
  4. Hand replies to the repRead responses to sent follow-ups. Create a lead task for the sending rep with the response and suggested action, then mark the lead Rep review.

How to Get Started

Connect your tools

Connect the tools you already use, such as LeadConnector, monday.com or Zoom.

6 tools
Set your rules
  • Mark leads ready for an individual follow-up with a Follow-up stage value of Ready; use Awaiting reply and Rep review as the next values.
  • Set the sales team's time zone and a two-business-day wait after the most recent answered email exchange.
  • Provide approved short explanations, resource links, a meeting link, and voice guidance for the next steps the Agent may offer.
  • Connect each rep's sending email account and keep its rep user ID on the most recent outgoing email; assign unclear conversations to that rep.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Follow Up Sales Leads:

When does a lead get a follow-up?

You mark leads Ready and set your team's time zone. The weekday check waits two business days after the rep's answer. A later reply or upcoming meeting stops the send.

Can I control what the follow-up says?

Yes. You choose the explanations, resources, meeting link, and voice guidance. The Agent writes a short email around the lead's question.

What if the Agent cannot choose a next step?

Your rep gets a task explaining the issue, and the lead stays Ready. Your rep can handle unclear questions or provide a suitable next step.

What happens when a lead replies?

Your sending rep gets a task with the response and suggested next action. The lead moves to Rep review, ending the automated follow-up.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.