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Send Promised Sales Follow-Ups

Send check-ins on prospects' requested dates and report their replies

Use this Agent instantly or customize it - no programming needed

Save the prospect's reconnect date
Reads
  • Prospect email
    Prospect email

    Your prospect's new message may request a return date or answer your check-in.

  • Email conversation
    Email conversation

    Your earlier messages show the agreed date and what happened afterward.

  • Mailbox time zone
    Mailbox time zone

    Your chosen time zone sets the local date for a prospect's request.

  • Sales rep email address
    Sales rep email address

    Your address receives updates about replies and unanswered check-ins.

Sales inbox
Sales inbox

Zoom brings in prospect mail, tracks dates, and sends check-ins and updates.
Is there no clear future date to use?YesNo
Flag the conversation and ask the rep to clarify
Writes
  • Review label
    Review label

    Your conversation stays visible when its date or recipient needs your decision.

  • Review email
    Review email

    You receive an email about the prospect or wording that needs a closer look.

Did a newer message cancel the request?YesNo
Remove the old follow-up date
Writes
  • Canceled follow-up
    Canceled follow-up

    Your conversation loses its old date when the prospect cancels the plan.

Label the conversation with the latest clear date
Writes
  • Dated follow-up
    Dated follow-up

    Your conversation shows the latest clear date for the promised check-in.

Send due sales check-ins
Reads
  • Today's date
    Today's date

    Your daily check uses today's local date to find check-ins and answer windows due.

  • Follow-up date
    Follow-up date

    Your conversation's date label shows when you promised to reconnect.

  • Email conversation
    Email conversation

    Your earlier messages show the agreed date and what happened afterward.

  • Check-in guide
    Check-in guide

    Your preferred tone and guidance shape the personal note to your prospect.

  • Reply window
    Reply window

    You choose how long to wait before receiving a no-answer update.

  • Sales rep email address
    Sales rep email address

    Your address receives updates about replies and unanswered check-ins.

Sales inbox
Sales inbox

Zoom brings in prospect mail, tracks dates, and sends check-ins and updates.
Has the prospect changed plans or replied already?YesNo
Skip the outdated check-in
Has the rep already sent this check-in?YesNo
Keep the existing check-in
Is the prospect address or conversation uncertain?YesNo
Flag the conversation for the rep
Writes
  • Review label
    Review label

    Your conversation stays visible when its date or recipient needs your decision.

Send a personal check-in in the same conversation
Writes
  • Sent check-in
    Sent check-in

    Your prospect receives a personal check-in in the original conversation.

Did the check-in fail to send?YesNo
Tell the rep which prospect still needs a check-in
Writes
  • Review email
    Review email

    You receive an email about the prospect or wording that needs a closer look.

Mark the conversation awaiting an answer
Writes
  • Answer deadline
    Answer deadline

    Your conversation shows when to check whether the prospect answered.

Report the prospect's answer
Reads
  • Prospect email
    Prospect email

    Your prospect's new message may request a return date or answer your check-in.

  • Email conversation
    Email conversation

    Your earlier messages show the agreed date and what happened afterward.

  • Sent check-in
    Sent check-in

    Your sent message shows which prospect reply would answer the promised check-in.

  • Answer tracking status
    Answer tracking status

    Your conversation shows whether a sent check-in still awaits an answer.

  • Sales rep email address
    Sales rep email address

    Your address receives updates about replies and unanswered check-ins.

Sales inbox
Sales inbox

Zoom brings in prospect mail, tracks dates, and sends check-ins and updates.
Is this an automatic reply?YesNo
Keep answer tracking open
Does this message leave the check-in unanswered?YesNo
Keep answer tracking open
Does the prospect give a new clear return date?YesNo
Mark answered, tell the rep, and save the new date
Writes
  • Answered status
    Answered status

    Your conversation shows that the prospect answered and closes answer tracking.

  • Answer update
    Answer update

    You receive the prospect's response and a link to the conversation.

  • Dated follow-up
    Dated follow-up

    Your conversation shows the latest clear date for the promised check-in.

Mark answered and tell the rep what they said
Writes
  • Answered status
    Answered status

    Your conversation shows that the prospect answered and closes answer tracking.

  • Answer update
    Answer update

    You receive the prospect's response and a link to the conversation.

Report unanswered check-ins
Reads
  • Today's date
    Today's date

    Your daily check uses today's local date to find check-ins and answer windows due.

  • Answer deadline
    Answer deadline

    Your conversation's tracking label shows when its answer window ends.

  • Email conversation
    Email conversation

    Your earlier messages show the agreed date and what happened afterward.

  • Sales rep email address
    Sales rep email address

    Your address receives updates about replies and unanswered check-ins.

Sales inbox
Sales inbox

Zoom brings in prospect mail, tracks dates, and sends check-ins and updates.
Is the conversation unavailable?YesNo
Email the rep for a status review
Writes
  • Review email
    Review email

    You receive an email about the prospect or wording that needs a closer look.

Did the prospect reply after the check-in?YesNo
Mark answered and tell the rep
Writes
  • Answered status
    Answered status

    Your conversation shows that the prospect answered and closes answer tracking.

  • Answer update
    Answer update

    You receive the prospect's response and a link to the conversation.

Has the rep already received a no-answer update?YesNo
Keep the earlier status
Email the rep and mark no answer yet
Writes
  • No-answer update
    No-answer update

    You receive unanswered check-ins with links to their conversations.

  • No-answer status
    No-answer status

    Your conversation shows no answer yet while still recognizing a later reply.

This Agent notes when a prospect asks to reconnect. It checks for newer messages and sends a personal follow-up on that date. You hear when the prospect answers or the reply window ends.

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Zoom
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Made for your industry

Send Promised Sales Follow-Ups is made for businesses in these industries.

Made for your role

Send Promised Sales Follow-Ups is made for people in these roles.

Made for your department

Send Promised Sales Follow-Ups is made for people in these departments.

How Send Promised Sales Follow-Ups works

4 steps, in order, on every run.

  1. Save the requested dateRead the prospect's email in context and label the conversation with a clear return date. Flag vague dates for your review.
  2. Check the conversationRead newer messages when the date arrives. Skip the check-in if the prospect changed plans or you already followed up.
  3. Send the promised check-inSend a brief personal email in the original conversation from your authorized address. Mark when its reply window ends.
  4. Report the answerEmail you a short update when the prospect replies, with a link to the conversation. Report no answer after your chosen reply window.

How to Get Started

Connect your tools

Connect Zoom, the tool this Agent works with.

1 tool
Set your rules
  • Connect the rep's sales mailbox and identify the rep's email address and authorized send-as address.
  • Choose the local time for daily checks, the mailbox time zone, and how many days after a check-in to wait before reporting no answer.
  • Provide the rep's preferred tone, a short check-in guide, and rules for which prospect conversations the Agent may contact.
  • Allow the Agent to create and apply dated follow-up and reply-status labels in the sales mailbox.
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 Send Promised Sales Follow-Ups:

Can I choose which prospects get a follow-up?

Yes. You choose which conversations the Agent may contact and set its tone. You also authorize the address it sends from.

What if a prospect gives an unclear date?

You get the prospect's wording for review. The Agent leaves the date open until you clarify it.

What happens if a prospect never replies?

You choose how long to wait. After that window, the Agent checks the conversation and emails you a no-answer update.

What if plans change before the follow-up?

The Agent checks newer messages before sending. If the prospect changes the date or you already followed up, it skips the old check-in.

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.

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