Agent template · Sales
No deal goes quiet without a follow-up
Most deals aren't lost, they're forgotten. Once a week this agent finds the ones that have gone quiet, reads the history, and drafts a specific follow-up that moves each one forward.
How it works
- 1
Pick the day it runs and who emails go out from.
- 2
The agent finds open deals with no contact for over a week and reads their history.
- 3
It drafts up to 10 specific follow-ups, most valuable deals first.
- When it runs
- Every week
- Works with
- Contacts and deals, Email
- You fill in
- Day, Time, Sign off as
Why it helps
- Never a generic "just checking in"
- Focuses on the deals worth the most
- One review session a week
Hi Rachel, Last time we spoke you were waiting on budget sign-off for the Q1 campaign. Did that come through? If it helps, I can split the proposal into two phases so you can start with the paid social piece in January. Sam
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
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Set up “Weekly deal follow-ups” in two minutes
Create a free account, fill in a few blanks, and it starts working.