Small business
Lead follow-ups
Finds leads who have not heard from you and drafts personal follow-ups.
- How often:
- Daily
- Risk
- Medium risk
Prompt to paste
Each morning, find leads in the CRM with no contact for five days. Draft a short personal follow-up for each based on our last conversation and queue them for my review.
What the agent should do
- 1Find stale leads
- 2Read the last conversation
- 3Draft personal follow-ups
- 4Queue for review