Pulls new leads from your CRM and reaches each one the right way, by email, text, or WhatsApp, automatically.
It branches. Any that apply are taken; runs once per each new lead pulled.
Pattern: Multi-Choice (6) · Simple Merge (5) · Multiple Instances with a priori Design-Time Knowledge (13)
You have too many leads coming in to follow up with every single one personally, and it's easy for contacts to slip through the cracks when their phone number or email is missing or wrong. Inconsistent follow-up costs you deals.
Sales agents and CRM users who manage a steady flow of leads and can't afford to miss any.
Every new lead gets a personalized follow-up by email, text, or WhatsApp within moments of arriving in your CRM.
The hard question is not how to build it. It is whether this is the right thing to build first.
That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.
Let's Talk Strategy