Send automatic multi-stage follow-up emails to your leads

Automatically sends Day 1, 3, 7, and 14 follow-up emails to leads and tracks it all in Google Sheets.

How the work actually flows

It branches. Exactly one path is taken; runs once per one per lead due today.

Pattern: Multiple Instances with a priori Design-Time Knowledge (13) · Exclusive Choice (4)

flowchart TD trig(["daily check for due followups"]):::trigtime s0[("check leads due today")]:::store s1[["send matching stage email"]]:::mi s2[("record email as sent")]:::store trig --> s0 s0 -->|"one per one per lead due today"| s1 s1 --> s2 gx{"× more follow-up stages left"}:::gate s2 --> gx p00["set next follow-up date"]:::task gx -->|"stage remains"| p00 p10["mark sequence complete"]:::task gx -->|"final stage sent"| p10 p00 --> out p10 --> out out[/"leads always on schedule for follow-up"/]:::out pay{{"no lead falls through the cracks"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itRuns once per itemA record or sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSpreadsheet & Database Ops
Connects
GmailGoogle Sheets
Featured in

The problem it solves

Remembering to follow up with every lead on Day 1, Day 3, Day 7, and Day 14 is nearly impossible to do by hand once you have more than a handful of prospects. Leads that don't hear from you again quickly go cold.

Who it fits

Sales teams or freelancers nurturing leads through a multi-touch follow-up sequence.

How it works

  1. Every day, the system checks your Google Sheet for leads due a follow-up today
  2. It processes each lead one at a time
  3. It sends the email template matching their current stage, Day 1, 3, 7, or 14
  4. It records when the email was sent
  5. It calculates and sets the next follow-up date, or marks the sequence complete
What you get

Leads who stay warm through every follow-up stage

You get Day 1, 3, 7, and 14 follow-up emails sent automatically to every lead, with each stage tracked in your spreadsheet.

What you get

Timed follow-up emails sent automatically and a spreadsheet that always shows each lead's current stage.

What you need

A Gmail account and a Google Sheets account.

We can build this. But should you?

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

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