Leads that go quiet
A lead that waits a day for a reply often goes to whoever answered first. Follow-up runs on its own, on time, every time, and hands off to a person when the lead is ready.
Sales follow-up and proposal automation
Follow-up that does not depend on anyone remembering.
Sales follow-up and proposal automation means every lead gets a timely next step without anyone remembering to send it, proposals are drafted from your call notes in your own voice for you to review, and the pipeline stays current on its own, so your people spend their time selling instead of typing.
Who it is for
- Owners who are also the sales team and lose deals in busy weeks to slow follow-up
- Service businesses that write a quote or proposal for every job and spend evenings on it
- Teams with a CRM that is always a week out of date
- Sales managers who want new people practicing before they talk to real prospects
What it fixes
Proposals from scratch
Most proposals are the same structure with different details. A system drafts them from your notes, in your voice, and you edit instead of write.
A pipeline nobody trusts
If the CRM is stale, forecasts are guesses. The pipeline updates itself from email, calendar, and form activity.
What you get
- Follow-up sequences that run on their own and stop when a person takes over
- Proposal and quote drafts from your notes, in your voice, waiting for your review
- A pipeline that updates from the activity your team already does
- Practice scenarios for your salespeople with feedback on each attempt, where it fits
- Clear rules on what is sent automatically and what a person approves first
Built: an AI sales-training platform that runs realistic practice scenarios and gives grounded, per-attempt feedback to salespeople.
The path
How it works
- 1
Patterns first
Sales is hard to see from outside, so your free plan says so and shows what businesses in your industry commonly run into. The call fills in how you actually sell.
- 2
Map the handoffs
In the audit I trace a lead from first contact to signed work and mark every place it waits on a person.
- 3
Build with approvals
Anything that goes to a customer starts as a draft for a person to approve. As it proves itself, you decide what sends alone.
- 4
Keep it current
The pipeline, the sequences, and the proposal templates update as your offers change, and every send is logged.
Tulsa and Northeast Oklahoma
Speed matters most close to home
For a local service business, the person comparing you is often comparing two or three companies in the metro at once, and the first useful reply has the advantage. Oklahoma also has its own rule here: the Telephone Solicitation Act of 2022 requires prior express written consent before automated sales calls or texts. Follow-up I build for Oklahoma businesses is designed around that consent from the start. That is a design point, not legal advice.
What is sales follow-up automation?
A system that sends each lead the right next step on time without someone remembering to, keeps the pipeline current, and hands off to a person when the lead is ready to talk.
Will customers know a system wrote the message?
Messages are written in your voice from your own templates and notes, and anything that goes to a customer starts as a draft you approve. You decide when anything sends on its own.
Does this replace my CRM?
Usually not. It works with the CRM, email, and calendar you already use and keeps them current.
Can it write proposals?
It drafts them from your notes and your past proposals, in your voice, for you to review and send. You still own the price and the promise.
Start with the free plan.
Ten minutes of questions. A one-page AI plan for your business within one business day, free, and a 30-minute call to tailor it if you want one.