AI-Agents for Account Executives in Scheduling working with Podio
Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Answer prospect replies and flag the conversations ready for a meeting.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsSend tailored first emails to local prospects for new deals.
Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.
6 toolsReach approved buyers with a first email tied to their interest.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
8 toolsReach new prospects with approved copy and see which emails went out.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsSchedule first emails to approved accounts without repeat outreach.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsSchedule approved prospect follow-up texts at the chosen time.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
