How to Automate Follow-Up Sequences
Automate multi-step email and SMS follow-up sequences triggered by prospect actions, deal stages, or time-based rules. Never let a warm lead go cold because someone forgot to follow up.
The Problem
80% of sales require at least five follow-ups, yet 44% of sales reps give up after just one. In UK B2B sales, the average sales cycle is 84 days — and most leads go cold simply because no one followed up at the right time. Manual follow-up tracking in spreadsheets or memory is unreliable and unscalable.
How It Works
Triggers defined: form submission, proposal sent, meeting completed, deal stage change
Multi-step sequence created with personalised email and SMS touchpoints
AI personalises each message using CRM data and previous interactions
Prospect engagement tracked — opens, clicks, replies — and sequence adjusted accordingly
Hot leads flagged for immediate human outreach when buying signals detected
Tools & Integrations
Best For
Frequently Asked Questions
Won't automated follow-ups feel spammy to prospects?
Not when done properly. Each message is personalised with the prospect's name, company, and specific context from your conversations. Sequences include sensible delays (3-5 days between touches), and replies automatically pause the sequence so you never send a follow-up to someone who's already responded.
Can sequences adapt based on how the prospect engages?
Yes. The system uses branching logic — if a prospect opens an email but doesn't reply, they get a different next step than someone who clicked a link. High-engagement prospects can be fast-tracked to a call, while low-engagement leads receive nurture content instead.
Want us to automate follow-up sequences for you?
Book a free strategy call and we'll set up this automation for your business — fully customised to your workflows and tools.
Book a Free Strategy Call