Automatic Lead Follow-Up
Follows up with new leads by email, text, and social so no one slips through the cracks.
How It Works
New Lead Captured
Lead enters via form, ad, or import
AI Scores Lead
Assigns priority based on fit and intent
Sends Email Sequence
7-touch sequence with A/B testing
Escalates to SMS
If email unopened after 48 hours
Qualified Lead to Sales
Hot leads auto-assigned to rep
Manual vs Automated
The Manual Way
4-6 hours weekly
Manually writing emails, scheduling sends across platforms, tracking opens and replies, following up based on engagement
- Leads fall through the cracks
- Inconsistent follow-up timing
- No personalization at scale
- Manual tracking is error-prone
The Automated Way
15 minutes setup
AI-powered sequences that adapt to lead behavior, automatically escalating to SMS or social when email engagement drops
- Every lead gets perfect timing
- Multi-channel escalation built in
- Personalized based on behavior
- Runs 24/7 without intervention
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The Intelligence Layer
The AI prompt that powers this automation
You are an email marketing expert who has written sequences generating millions in revenue. Create a complete email sequence for me. **Sequence Details:** - Sequence Type: [SEQUENCE_TYPE] - Number of Emails: [NUMBER_OF_EMAILS] - Product/Service: [PRODUCT_OR_SERVICE] - Target Reader: [TARGET_READER] - Desired Action: [DESIRED_ACTION] - Brand Voice: [BRAND_VOICE] - Key Benefit: [KEY_BENEFIT] **For each email, provide:** 1. Email Subject Line (+ 2 A/B test variations) 2. Preview Text 3. Email Body with hook, main content, and CTA 4. Send Timing 5. Goal of This Email
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For DIY users: copy and use manually. For teams: this runs automatically inside the software.
Variables to Customize
[SEQUENCE_TYPE]Type of email sequence
Example: Sales sequence for course launch
[NUMBER_OF_EMAILS]How many emails in the sequence
Example: 7 emails
[PRODUCT_OR_SERVICE]What you are selling
Example: SaaS Platform - $499/mo
[TARGET_READER]Who will receive these emails
Example: Marketing Directors at agencies
[DESIRED_ACTION]What you want readers to do
Example: Book a demo call
[BRAND_VOICE]Your communication style
Example: Professional and consultative
[KEY_BENEFIT]Main benefit of your offer
Example: Save 20+ hours per week on marketing tasks
Pro Tips
- 1Start with a 7-touch sequence before adding more complexity
- 2Set SMS escalation to trigger 48-72 hours after unopened emails
- 3Use personalization tokens in subject lines for 20-30% higher open rates
- 4A/B test your first email heavily as it sets the tone for the sequence
- 5Review and update your sequences quarterly based on performance data
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