New business lead follow-up is the manual process of qualifying incoming leads, researching prospects, and sending personalized outreach emails. Manual qualification and research consume significant time and create inconsistent follow-up rates.
Automation scores leads against the ideal customer profile, researches prospect details, and sends personalized initial and follow-up emails. the team focuses on high-quality conversations instead of administrative tasks.
The full workflow, from trigger to completion.
Lead form submitted or email received. Automation checks lead source and initiates workflow.
The automation evaluates lead against company criteria using form data and company information. Scores lead as qualified or unqualified.
Automation looks up prospect details and company website, populating contact info and company background.
Personalized first email sent with prospect name and company details. Email logged.
Automation sets a 4-day follow-up task. If no reply detected, second email triggers automatically.
Second outreach email sent with alternative angle or value proposition.
Automation checks sales rep calendar availability and sends email with 3 available call slots. Calendar invite link included.
Notification sent to sales rep with lead summary and next steps. record updated with lead status and activity log.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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Everything you need to know before mapping this process.
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