Sales follow-up automation with a clear handoff to your team.

A lead list and a sent email are only the start of a sales process. I help small business owners connect prospect discovery, initial contact, and follow-up while keeping the sales conversation with their team.

When follow-up depends on someone remembering

Repeated contact work is a useful place to look for automation when your team can define who to contact, what to send, when to follow up, and when to stop. The first step is understanding that sequence—not choosing a product.

What I can help you put in place

A defined starting point using prospect information your business is permitted to access.
An agreed introductory message and follow-up sequence.
Clear conditions for sending the next message, including whether the lead has replied.
A handoff to the salesperson when a response arrives.
Ownership of the next step, so the conversation can continue into a sale or a quote.

A real example: three attempts, then a human conversation

I built sales agents that find potential clients in databases the business already has access to and start a cold-email sequence. In that project, the introduction was followed by a second email after 15 days without a reply, and a final email another 15 days later if there was still no response.

When a lead responds, the salesperson takes over to understand the need and sell or prepare a quote. The timing describes that project’s setup; your sequence would be scoped around your own workflow.

Read the detailed sales project →

What we define before building

Bring a description of your current outreach and what happens after a reply. Together we clarify the available information, the messages, the sequence, the stopping conditions, and the person responsible for the conversation. Access, sending rules, and exception handling need to fit your business.

Questions before you start

Will this replace my salesperson?

The example I built hands the conversation to a salesperson when a lead replies. The goal is to support the contact and follow-up work while your team handles the relationship and the commercial decision.

Do I have to use the same 15-day intervals?

No. They are one project’s configuration, not a universal recommendation. The schedule and stop conditions are part of the scope we agree.

What should I send you first?

Describe where prospects come from, how you contact them today, and who takes over when someone answers. A process description is enough for the first inquiry.