One email, one chase, silence
The follow-up that closes is usually the fifth or sixth. Almost nobody sends it, because by then there are forty newer prospects to write to.
Use case / SalespersonA salesperson that never
A salesperson that never
forgets to follow up.
Give it a list and a sequence. It sends the email, texts two days later, calls on day five, answers "we already have a supplier" with your answer, and books the meeting into your calendar. It stops the moment they reply, book or say no, and it works every account on the list the same way.
- Text messages
- Phone calls
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The pipeline dies between the second and the sixth touch
The prospects who buy are mostly the ones somebody kept talking to. Most pipelines stop talking too early.
The same objection, answered forty ways
"Too expensive." "We have someone." "Send me something." Each rep improvises an answer. The good one is in somebody's sent folder.
The meeting is agreed but not booked
"Sounds good, let's talk next week" is not a calendar entry. Half of those never become one.
No idea which channel is working
Did the meeting come from the email, the text or the call? Without knowing, the next campaign is a copy of the last one.
What the agent does with a list
Write the sequence, the offers and the objection answers once. It works every prospect the same way, and you read the plan before it starts.
Email, text, call, on its own timing
One campaign sends an email on day 0, a text on day 2 and places a call on day 5. Each step has its own delay and its own condition: send only if they opened, or only if they did not.
With your answers, not improvised ones
Price, an existing supplier, "send me information": you wrote the answers once as Q&A pairs. Every reply comes from those, and the offer it makes is the one in its instructions.
While they are still interested
It offers real open slots from your calendar and writes in the one they pick. A reply, a booking or an opt-out on any channel stops the sequence everywhere.
Reached, replied, met, won
The funnel counts people, not messages: how many the agent reached, how many replied, how many visited your site, how many converted, with the value won and the median time it took. A channel table shows where each person started and which channel they were on when they converted.
Goals carry a dollar value, so a campaign reports what it made, and one row per person shows the whole journey in order.
What a good rep does on a good day, every day
The discipline of a sales process, applied to the whole list.
Six or eight touches
Across channels, on the days and hours you set, until they answer or opt out. Nobody is too busy to send the sixth one.
The channel that gets through
An email that is not opened is followed by a text. A text with no reply is followed by a call, on your own number, with the transcript kept.
It reads the CRM first
What they bought before, what is still open, what they are worth. It knows before it writes, and it writes the outcome back.
The plan before the send
A campaign is created as a draft, shows every step on a review screen, and sends nothing until you press Start. Pause and resume any time.
What you connect
Mailboxes to send from (a campaign rotates between them), a number for texts and calls, and the calendar meetings should land in.
No list yet? The Chrome side panel pulls email addresses, phone numbers and social profiles off any page you have open, into the same account.
Mailboxesas many as you connect, rotated
Numbertexts on nine carriers, calls on Twilio
CalendarGoogle, Microsoft 365, Calendly and more
CRMimport a segment, write outcomes back
ListCSV upload, or the Chrome side panel
Scriptsemail, text and call templates, saved once
Before you sign up
Will it spam my list?
It sends one reply per thread, respects a daily cap per sender and hourly caps per mailbox and number, honours a one-click unsubscribe including on queued mail, and stops the sequence on a reply, a booking or an opt-out. Mailboxes can warm up first, carry a health score, and rest themselves if bounces or spam placement cross a threshold.
Can it call people?
Yes, on your own Twilio number, as a step in the sequence. It speaks in real time on your provider's fastest model, works from the call script you saved, and keeps the recording and transcript against the contact.
How is this different from a sequence tool?
A sequence tool sends. This one also answers: replies are worked by the agent from your Q&A pairs rather than landing in an inbox nobody reads, and when the prospect is ready it books the meeting itself.
How does it know what to say?
From what you gave it: the templates for each step, the Q&A pairs for objections, the documents and data points about what you sell, and the instructions about tone and the offer. It does not say things outside that.
Can I run it for several products or clients?
One agent each, on one account, with nothing shared between them. Unlimited agents are included, and an agency can invite a client into their agent with their own login.
The same agent, on other jobs
One subscription, unlimited agents. Most accounts run several, one per job.
The sixth follow-up goes out.
Import the list, write the sequence, read the plan, press Start. Then watch the funnel fill.
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