Sales Follow-Up Sequence

1. Core Purpose

What It Does

This Agent generates a structured sequence of follow-up emails based on your earlier outreach attempt. It interprets what was pitched, who the lead is, and what your goal is, then produces distinct, professional follow-ups spaced out over time. Each message introduces fresh framing — highlighting new benefits, use cases, or insights — while guiding the conversation toward your chosen outcome.

Why It Matters

Most deals are lost not because of rejection, but because of silence. Following up consistently and respectfully is the difference between a stalled lead and a booked call. This Agent ensures you stay top-of-mind without sounding robotic, repetitive, or desperate.

When to Use It

Perfect for:

• Reconnecting with cold leads after your first message went unanswered
• Nurturing trial users or demo attendees toward becoming customers
• Following up with prospects who downloaded a resource or attended an event
• Keeping sales conversations alive without overthinking each touchpoint

When Not to Use It

Avoid using this Agent:

• For one-off cold emails (use the Cold Outreach Email Agent)
• For casual, social-style follow-ups (use the Follow-Up Reminder Email Agent)
• When you need a long, persuasive single piece (use the Sales Letter Email Agent)

2. Inputs and Configuration

Inputs and Configuration (Overview)

The Agent uses structured fields to generate a tailored sequence.

Basic Configuration

Advanced Configuration

Best Reasons & Examples for Each Input Type

• Free Text (e.g., raw outreach notes)
  • Best for: Summarizing what you pitched (“Introduced analytics tool, asked for quick intro call”).
  • Output: A sequence that builds on that context with fresh angles.
• Data Streams (curated feeds of leads or activity)
  • Best for: Dynamic follow-ups tied to behavior (e.g., after a webinar sign-up).
  • Output: Relevant sequences triggered by recent engagement.
• Source URL (link to a resource the lead engaged with)
  • Best for: Following up after content downloads or case study reads.
  • Output: Emails that reference that specific resource to drive interest.
• Existing Workspace Article
  • Best for: Repurposing already-approved copy into structured follow-ups.
  • Output: Sequences that reframe content into conversational nudges.

3. Brand, Tone, and Rules

Brand Voice & Tone

• Hierarchy: Brand Voice > Brand Guidelines > Default Tone
• Defaults to friendly-professional if none are set.
• Presets:
  • Friendly → warm, conversational
  • Professional → clear, businesslike
  • Concise → short, efficient
  • Enthusiastic → upbeat, energetic

Quote & Fact Rules

• Never invent case studies or social proof
• Never imply urgency that doesn’t exist
• Use only what’s in your inputs or neutral benefit framing

Composition Rules

• Subjects: 6–10 words, curiosity-led
• Body: 2–4 short paragraphs (1–2 sentences each)
• CTAs:
  • Custom CTA used once in final email if present
  • If blank, auto-generated from Follow-Up Goal

Goal → CTA Mapping

• Book a call → “Would 15 minutes next week work?”
• Gauge interest → “Curious if this caught your eye?”
• Reignite conversation → “Still worth exploring?”
• Convert trial → “Want to turn your trial into ROI?”
• (Fallback) → “Open to a quick chat?”
• Progression logic: Each follow-up introduces new framing — no repeating pitches or CTAs verbatim.

4. Operational Details

Pre-Configured Defaults

• Model: GPT-4o
• 3 follow-ups, 3 days apart
• Tone: Friendly-professional
• CTA goal fallback: Book a quick call
• Output: Plain Text

Safety & Fallbacks

• If Initial Outreach Summary is blank → assumes “Introduced a digital tool and asked for a quick call.”
• If Follow-Up Goal and Custom CTA conflict → Follow-Up Goal wins.
• If Brand Voice and Brand Guidelines conflict → Brand Voice wins.
• Final follow-up always brief, respectful, and polite.

Output Format

Each follow-up includes:

• Subject: Curiosity-led, 6–10 words
• Email Body: 2–4 short paragraphs
• Delay: Reflects configured spacing

Smart Behaviors & Validation

• Summarizes prior outreach context without repeating it
• Automatically varies tone and benefits across sequence
• Maps CTA to strategic goal if none provided
• Clamps follow-up count to a practical range (1–6)

5. Guidance and Integration

Tips & Tricks

• Adjust Days Between Follow-Ups to match sales cycle length (shorter for SMB, longer for enterprise).
• Use Concise Voice for senior execs who value brevity.
• Provide a Custom CTA only if you want control over the final close.
• Keep sequences short — 3 to 5 follow-ups are the sweet spot.

Example Use Case

Inputs:

• Outreach Summary: “Pitched analytics platform, asked for intro call.”
• Lead Profile: “Marketing Director, mid-sized e-commerce brand.”
• Goal: Book a call
• Follow-Ups: 3
• Days Between: 3

Output:
A 3-email sequence, spaced 3 days apart, with subjects like:

• “Quick follow-up on campaign analytics”
• “One way to boost attribution clarity”
• “Still worth exploring?”

Each email highlights a fresh benefit (better ROI tracking, clearer attribution, campaign insights), and the final message closes with: “Would 15 minutes next week work?”

Troubleshooting

• Emails feel repetitive? → Add more detail to “Initial Outreach Summary” so the Agent has angles to work with.
• Tone feels off? → Set Brand Voice or provide clear Brand Guidelines.
• Sequence too short/long? → Adjust Number of Follow-Ups (1–6 works best).

Cross-References

• Cold Outreach Email Agent → For first-touch prospecting
• Follow-Up Reminder Email Agent → For short, lightweight nudges
• Sales Letter Email Agent → For longer-form persuasive pitches

FAQs

Q: Can it generate in multiple languages?
Yes, just set Brand Guidelines or inputs in your target language.

Q: What if the lead ignores every follow-up?
The final email will always be short, polite, and leave the door open.

Q: Does it handle attachments or links?
Yes — include them in your outreach summary or CTA. The Agent won’t fabricate them.