Bring warm leads back in your own voice.
The Sales Follow-up will draft notes for quotes, carts left behind, and warm leads. It will write in your voice and wait for your OK before anything is sent.
Coming soon. The Sales Follow-up is planned and being built. Ask for it and we'll tell you when it's ready; it's included in your plan when it launches (on Starter, as one of your 3 roles).
What the Sales Follow-up will do.
Catch quotes that go quiet
It will notice quotes that have not had a reply. It will draft a short follow-up in your voice for you to approve.
Remind people about open carts
It will find carts left behind and draft a note that brings people back. Nothing will go out until you say yes.
Keep warm leads moving
It will track leads who showed interest and suggest the next note. It will ask how direct you want to sound.
Stay in your voice
It will learn how you write from your past notes. Each draft will sound like you, and you will edit it before it sends.
Tools, what it asks, and status
Tools it will work with
- Shopify
- Gmail
- HubSpot
- Outlook
- Salesforce
- Mailchimp
Not connected for this role yet. Use something else? Tell us when you ask for it.
All integrations →It will always ask you first
- Send this follow-up to a customer?
- How firm should this note sound?
- Stop following up with this person?
Status
Planned and being built. Members get it at no extra cost when it launches, and founding members try it first.
Ask for the Sales Follow-up →About the Sales Follow-up.
Will customers get messages I have not seen?
No. It will draft each note in your voice. It will send a message only after you approve it.
Can I use the Sales Follow-up today?
Not yet. It's being built. Customer Service and the Bookkeeper work today, and every role shares one Brain, so what they learn about your company is ready for the Sales Follow-up when it arrives.
Will it do anything without asking me?
No. It will start read-only, and every change it prepares will be a card you approve. Anything that moves money, reaches your customers or can't be undone will always wait for your yes.
Start with the roles that work now.
Every role shares one Brain, so what these learn is ready for the Sales Follow-up.
Start today with Customer Service or Bookkeeper.
Try your AI team free for 14 days. No card. Ask for the Sales Follow-up any time.
Read-only until you approve. Cancel anytime.