An AI sales employee that follows up on every lead.
Most small businesses lose sales to slow replies and forgotten follow-ups. An AI sales employee watches for new leads, checks them against your rules, drafts the reply in your voice, keeps the CRM current and tells you which deals have gone quiet. You approve what goes out.
What the Sales Follow-Up Coordinator does
Mission: Respond to every qualified lead and keep opportunities moving.
- Checks each new lead against your qualification rules and labels it good fit, maybe or not a fit, with a reason
- Drafts a first reply and follow-ups in your tone, with one clear next step
- Logs every email and call note in the CRM
- Prepares a one-page brief before each sales call
- Finds deals that have gone quiet and suggests a next touch
It asks you first
- The first email to a new lead
- Anything about price, discounts or contracts
- Anything sent to an existing customer
It never
- Promises a discount or custom pricing
- Makes legal or contractual promises
- Contacts anyone who asked to be left alone
A typical week
- MorningLists the leads waiting on a reply and queues drafts for your approval.
- As leads arriveChecks the lead against your rules and drafts a reply.
- After a callWrites the note and next step into the CRM.
- FridaySends a pipeline summary and flags quiet deals.
This describes how the role is designed to work. Your version follows your rules and your schedule.
Works with
Typical connections for this role. We connect each one with your permission, starting read-only. Nothing is connected until we build it with you.
- Gmail
- HubSpot
- Google Calendar
- Your website forms
Questions, answered plainly.
Will it email my leads without asking me?
Not unless you tell it to. By default every outgoing message waits in an approval queue. You can allow low-risk messages to go out on their own after the employee has earned your trust.
Does it replace my sales team?
No. It handles the repeatable follow-up and record keeping so people can spend their time on conversations, relationships and closing.
Which CRMs does it work with?
HubSpot is the most common. Other CRMs can be connected depending on what they allow. We confirm the exact connection during the build.
Start with the free blueprint.
Answer a few questions about your sales follow-up employee job and get the role, skills, rules and 30-day plan written for your business.