Lead follow-up
Send a fast, personal first reply to every new lead and nudge the ones who go quiet.
A form fill comes in on Friday and nobody writes back until Tuesday.
The job at a glance
- Starts when
- New lead lands in your form, inbox or CRM
- Autonomy
- Draft first, then auto-send nudges
- Human check
- You approve the first reply until you have read 20 in a row you would have sent yourself. Nudges can go out on their own after that.
What happens, step by step
- Read the lead's message and any details they gave.
- Draft a short reply that answers their question and proposes one next step.
- Queue a nudge for 2 days later if they have not answered.
- Log the lead and the draft in your CRM or sheet.
Two ways to set it up
No-code route
Form tool + Zapier or Make: trigger on new row, one AI step to draft, one step to save as a draft in your email.
Agent route
An agent with read access to your inbox and CRM that drafts replies and flags leads it is unsure about.
Where it can go wrong
- It promises a price, date or feature you did not offer.
- It replies twice to the same person when two forms fire.
- It writes warmly to someone who is a competitor or a vendor.
What it could cost to run
An estimate for the AI model step only. The starting numbers are our assumptions for this job, and the prices are examples. Replace them with your own volume and your provider's current rates. Automation tool subscriptions are not included.
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Start small
- Run it in draft-only mode for two weeks.
- Give it a short list of things it may never promise.
- Count how many drafts you send unchanged.
Questions people ask
Should an AI send the first reply to a lead without me reading it?
Not at first. Keep it as a draft until most drafts need no edits, because the first message sets how a customer sees you.
How many follow-ups are too many?
Two nudges over about a week is a common ceiling. Stop the sequence the moment the lead replies.