What is the Follow-Up Module
Most B2B leads need 5-7 touches before they convert. Most sales reps follow up 1-2 times. The Follow-Up Module bridges that gap automatically, your AI agent reaches back out at the right moments with the right messages.
It works by tracking lead engagement signals (last message, last reply, last website visit) and triggering personalized follow-up sequences.
Design your sequence
A well-designed sequence has 5-7 messages spread over 2-3 weeks. Each message should add value, not just nudge.
Day 1: Initial outreach (you've already done this)
Day 3: Quick follow-up with new info or angle
Day 7: Case study or social proof relevant to their need
Day 14: Question, open-ended, low-pressure
Day 21: Final check-in with a soft farewell
Let AI personalize each message
Don't write rigid scripts. Give the AI context, the lead's industry, role, what they asked about, where they got stuck, and let it write the message.
Each message has a goal ("reopen the conversation", "share social proof", "ask a specific question") and the AI generates fresh wording each time.
Stop conditions
Always set stop conditions, when the AI should stop following up:
→ Lead replies (obvious, but make sure this is configured)
→ Lead unsubscribes or asks to stop
→ Deal becomes Won or Lost in CRM
→ Sequence completes (don't loop forever)