An AI workflow that follows up every quote and lead until it is answered
The first business to respond wins most deals. This workflow replies in minutes, follows up until there is an answer, and books the meeting, so quotes stop dying in silence.
Follow-up is where revenue quietly leaks: quotes go out, nobody chases them, and the job goes to whoever answered first. This workflow does the chasing for you. We build it and run it, so you do not need in-house expertise to keep it working.
What the follow-up workflow does
Replies to new enquiries within minutes, day or night.
Follows up every quote until it is answered or the lead opts out.
Writes replies in your brand voice.
Keeps your CRM updated automatically.
Books meetings straight into your calendar.
Hands over to a human when it needs judgement, context attached.
How we build and run it
Bespoke discovery. A 20-minute call to map your process and design the workflow around it.
Build and secure. Built into your stack with scoped access, encrypted credentials, and audit logs.
Run it forever. We run, monitor, and tune it for you. Your team never operates it.
What it connects to
Common questions
Will the replies sound like us?
Yes. We tune the workflow on your past replies and guidelines so every message sounds like your team, not a generic bot.
When does a human take over?
The moment a conversation needs judgement, like a pricing negotiation or an unusual request, it is handed to your team with the full context attached. Routine chasing stays automated.
Which CRMs does it work with?
HubSpot and most modern CRMs. If it has an API or webhook, we can plug into it.