How do I stop deals going cold when my sales team forgets to follow up?

How it works

The agent reads the CRM and the inbox, works out which deals have gone quiet and why, and drafts a follow-up that refers to the last conversation. The person approves, edits or skips it. The agent logs the send and sets the next date.

What a person keeps

The deal owner keeps every send. A founder running sales alone sees one list each morning: the follow-ups that need a decision, with the drafts ready.

What to watch for

Sequences that fire on a timer send the same message to everyone. An agent that reads the deal writes a different message for each one, and shows you why.

An example

On Monday the Pipeline desk shows six deals with no reply in ten days, each with a draft. Dana approves four, edits one and skips one that closed on Friday.

Example data is invented unless a customer is named.