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Client follow-up

The follow-ups chase themselves.

Good leads go cold and clients wait when there is no time to circle back. It chases every follow-up on schedule and lines up anything client-facing for your one-tap approve, so nothing slips.

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Client follow-up

The follow-ups chase themselves.

Good leads go cold and clients wait when there is no time to circle back. It chases every follow-up on schedule and lines up anything client-facing for your one-tap approve, so nothing slips.

Start free
Sound familiar?

Nothing kills a deal like silence.

You meant to circle back

The follow-up you intended to send last week is still in your head.

Leads cool fast

A warm lead that waits a few days is often gone.

No system, just memory

Follow-up lives in your head, so the busy weeks are the ones that slip.

Nothing kills a deal like silence.

You meant to circle back

The follow-up you intended to send last week is still in your head.

Leads cool fast

A warm lead that waits a few days is often gone.

No system, just memory

Follow-up lives in your head, so the busy weeks are the ones that slip.

How it handles this job

It tracks, drafts, and chases.

1
It tracks what is open

Across email, meetings, and tasks, it knows what is waiting on a reply.

2
It drafts the nudge

A follow-up in your voice, timed so it lands right, not annoying.

3
You approve, it sends

Anything client-facing waits for your one tap. Then it goes, on schedule.

How it handles this job

It tracks, drafts, and chases.

1
It tracks what is open
Across email, meetings, and tasks, it knows what is waiting on a reply.
2
It drafts the nudge
A follow-up in your voice, timed so it lands right, not annoying.
3
You approve, it sends
Anything client-facing waits for your one tap. Then it goes, on schedule.
In the product

Every open thread, chased on schedule.

See the approval queue and the follow-ups it has lined up, right in the dashboard.

In the product

Every open thread, chased on schedule.

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Workforce AI
Employees
Meetings
Tasks
Chat
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Integrations
Settings
EmployeesMeetingsTasksChatImage GeneratorIntegrationsSettings
Tasks
3,250 credits+ New task
Pending Approvals
SofiaEmail
Send revised quote to a client
Drafted from the meeting with the 10% discount. Schedules send for 9:00 AM.
ApproveRejectEdit
MarcusCalendar
Book Friday follow-up
30 minutes, invites the attendees, adds the agenda from the recap.
ApproveRejectEdit
History
ApprovedWeekly recap sent to your team11:04 AM
Approved3 action items assigned to ownersYesterday
RejectedAuto-reply to cold outreachMon
It tracks and drafts the follow-ups, and anything client-facing waits in the approval queue for your okay.
Explore by industry

Every firm drops follow-ups. Here is the fit.

AgenciesFinancial advisorsInsuranceReal estate
Explore by industry
AgenciesFinancial advisorsInsurance
Good questions

About follow-up.

Will it message clients on its own?+
No. It drafts and schedules; anything client-facing waits for your one-tap approve, and every send is logged.
How does it know when to follow up?+
It reads the thread and the timing and proposes a nudge when something has gone quiet. You set the cadence.
What does it follow up on?+
Proposals, renewals, unanswered emails, post-meeting action items, anything you would otherwise track by memory.
Trusted by growing firms in agencies, advisory, staffing and more
Already putting an AI employee to work
DDRepsBear MapleD.C. RanieriSabre IntegratedWattsNextPanca BKAdria ManagementTaxaroo
8 hours a week backFollow-ups handled for DDReps
40+ calls written upNotes and next steps for Bear Maple
Replies already writtenDrafted in his voice for D.C. Ranieri

"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."

BP
Brian Podnos
President, DDReps
One job at a time

Stop being the one who remembers.

Start free with the email drafter, or book a walkthrough on your follow-up.

Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
One job at a time

Stop being the one who remembers.

Start free with the email drafter, or book a walkthrough on your follow-up.

Start freeBook a demo
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
Free email drafter
No card · start in minutes
Start free