Follow-Up Agent
by Katexs
Re-engages on a schedule until booked or closed. Never forgets a name.
Overview
The fortune is in the follow-up — but humans forget. This agent runs persistent, polite follow-up sequences by voice, text, and email until the prospect books, buys, or explicitly opts out. It never gets discouraged, never forgets a name, and never lets a warm lead go cold.
What it handles
- Schedules multi-channel follow-up sequences automatically
- Sends personalized voice, SMS, and email touches on cadence
- Handles objections and re-engages stalled conversations
- Books the meeting or closes the sale when interest returns
- Logs every touch and outcome for pipeline visibility
Channels
VoiceSMSEmail
Integrations
HubSpotSalesforceGoogle CalendarZapier
Workflow
- 01
Sequence Triggered
Lead enters follow-up sequence after initial contact or no-response.
- 02
Multi-Touch Cadence
Agent sends voice, text, and email touches on a set schedule.
- 03
Re-Engage
Lead responds; agent handles objections and pushes toward booking.
- 04
Book or Archive
Interested lead gets calendar invite; cold lead archived with notes.
What you'll need
- Follow-up cadence rules by lead type
- CRM with pipeline stages
- Calendar integration for booking