Role
Sales Follow-up
Never lets a warm file go cold: every proposal chased, every quiet prospect courteously re-approached, on schedule.
An example shift
What a day actually looks like.
An illustration of the cadence this role can keep once it is built around your tools and written workflow. Your version follows the scope we agree with you.
The tools
Works inside what you already use.
Connected during the build. If your stack differs, we confirm what connects during scoping; nothing gets ripped out.
Where it fits
Industries that hire this role first.
Mortgage and Lending
Follows up on stalled files, requests missing conditions, and updates every borrower at every milestone.
Real Estate Brokerages
Answers listing inquiries in minutes, books showings, and keeps the paperwork on every pending deal on track.
Insurance Agencies
Runs renewal outreach weeks ahead, chases missing documents, and answers policy questions the same hour.
Recruiting and Staffing
Screens overnight applicants, books interviews, and keeps candidates warm between rounds.
Consulting Firms
Preps engagement status updates, schedules stakeholder check-ins, and keeps invoices going out the day they are due.
Home Services
Books estimates from every inquiry, confirms tomorrow's route, and follows up on every quote that went quiet.
Every great team reaches ten. Hire the eleventh.
Your Sales Follow-up AI Employee, built around your procedures and maintained by our team. From $850/mo plus a one-time setup fee.
Hire an AI Employee