Topics /

🔎 Sales & leads

Bots that find people who need you and help you follow up. 10 recipes.

• 1.📅Follow up after a missed bookingWhen someone books but does not show, a bot drafts a short, kind follow-up with a new booking link.Sales & leads · No-code▲0
• 2.🔎Find people asking for helpA bot searches for people asking a question you can answer and lists them for you to reply to.Sales & leads · No-code▲0
• 3.🔎Inbound lead enrichmentAdds company size and website details to every form lead.Sales & leads · No-code · Recipe▲0
• 4.🔎Lead reply within minutesNotifies the right person instantly when a hot lead fills a form.Sales & leads · No-code · Recipe▲0
• 5.🔎Call notes to CRMTurns your sales call notes into CRM fields and next steps.Sales & leads · No-code · Recipe▲0
• 6.🔎Proposal first draftDrafts a proposal from call notes and your template.Sales & leads · No-code · Recipe▲0
• 7.🔎Stale deal sweepEvery Monday, lists open deals with no activity in two weeks so each one gets a decision.Sales & leads · No-code · Recipe▲0
• 8.🔎Lost deal reason logRecords why deals are lost so you can spot patterns and fix them.Sales & leads · No-code · Recipe▲0
• 9.🔎Meeting-booked prep noteAfter someone books a sales call, sends a short note asking for their goal.Sales & leads · No-code · Recipe▲0
• 10.🔎Referral ask after a customer winAsks happy customers for one introduction right after they hit a result.Sales & leads · No-code · Recipe▲0