AI Sales Agent
handles new conversations, hands off stale ones to follow-up
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AI Follow-up Agent
The patient one. Watches every active deal and chases at exactly the right cadence: day 3, day 7, day 14, day 30. Soft closes the ones that have gone cold. Saves the ones that just needed a nudge. Stops your pipeline from going silent.
What this agent does
The job description
- Watches every deal in the CRM and calculates appropriate follow-up timing per stage
- Drafts follow-up messages that reference the prior conversation, not generic check-ins
- Sends day 3, day 7, day 14 follow-ups on cadence (configurable per customer)
- Soft-closes deals that have gone fully cold with a graceful "circling back when timing is better" message
- Re-engages historical leads when relevant context emerges (a new product, a changed need, a returning signal)
- Reports stale-deal patterns: which industries go cold, which message types get replies, which stages get stuck
Skills
What this agent is good at
Pattern-recognition on deal age and stageDrafting follow-ups that feel like a colleague, not a CRM triggerKnowing the difference between persistent and pesteringSpotting which dormant deals are worth re-warming and which are not
Integrations
Where this agent plugs in
Email (Gmail, Outlook, custom SMTP)CRM (HubSpot, Salesforce, Pipedrive, Twenty, Odoo)Calendar for deal-age trackingSlack or Teams for daily digests
Custom integrations to other tools are scoped during discovery.
"Twelve deals due for follow-up today. Four got the day-7 nudge with a specific question. Three got the day-14 with a value reframe. Two are at day-30 and going to soft close tomorrow unless you want to step in. Three I held back: the prospect responded yesterday, two are mid-conversation. Pipeline is moving."
Who hires this
Who this fits
- Businesses with sales cycles longer than two weeks
- Pipelines that have a lot of "warm" leads going stale because nobody has time to chase
- Founders who know follow-ups close deals but cannot consistently send them
Honest limits
What this agent does not do
- Does not pester. After the soft close, the deal is closed
- Does not invent reasons to follow up. If there is nothing meaningful to say, it does not send
- Does not commit to pricing or terms in a follow-up message
- Does not chase prospects who have asked to stop
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