Automating Sales Follow-Ups with CRM

This one’s for Founders & Sales folks. I built an AI agent that cut my sales follow-up time by 90%. Not kidding. From 30 minutes per email... to 2 minutes. And I actually enjoy it now. Let me back up. I hate writing sales follow-ups. → Re-reading call notes → Trying to remember context → Spending hours wordsmithing Even with my system of organized ChatGPT folders with custom deal context, it still took forever. So I did what any founder would do. I built a tool. It sounds much harder than it actually was. I hadn’t built an AI agent before and it only took me 2 hours end to end. Here’s what I used and how it works. ⚙️ Built with: Relay.app (shoutout to Jacob Bank - love what you’re building!) Step 1: I trigger Relay to follow up with a particular deal in Hubspot. Step 2: Relay retrieves deal context from Hubspot (it’s made me much more diligent about making sure my data is up-to-date here) Step 3: Agent reviews the deal and decides if a follow-up is needed. It gives me the following output: Is a follow up required? Yes / No response What kind of follow-up is required? General check-in email, breakup email, nudge with resources (I provided these options for it to choose from). Why did it make this decision? This is really helpful because it gets me up to speed on the deal quickly—when did we last check in, what were their objections or concerns, when is the next expected touch point, and so on. Step 4: I approve or tweak. I tell the agent if it’s right or wrong, or provide context it may not have. Step 5: AI writes a draft email. The first draft hits me within ~20 seconds. I give high-level feedback (e.g., “focus more on timeline urgency”) if necessary. Step 6: AI revises the draft based on by input. At this stage I have an almost perfect draft. I make minor edits if at all and hit send. The whole process takes 2–3 minutes max. Are we all getting replaced by AI in 2 years? Probably. But for now, I’ve outsourced an annoying part of sales and it's amazing.

How tech companies are saving 10+ hours a week (with these 6 simple Salesforce automations): Companies waste hours every week on tasks that should be automated. They lose time in ways no one even notices: • Clicking through screens • Manually updating fields • Logging calls by hand Each task seems small. But together, they slow everything down. Here are 6 Salesforce automations that save tech companies 10+ hours every week: 1) Data entry and lead enrichment Manual data entry slows everyone down. New leads are auto-enriched with: • Company info • Contact details • Other relevant data No typing required. That means sales can sell, marketing gets clean data, and RevOps stops fixing spreadsheets. 2) Lead management and routing Without automation, leads sit in limbo. Sales and marketing waste time figuring out ownership. So we automated lead assignment, marketing handoffs, and customer success escalations. Now everyone knows exactly where a lead belongs. No confusion. No delays. 3) Automated follow-ups, demos, and approvals If teams rely on memory for follow-ups, deals get lost. We trigger automated task reminders when key actions happen. • A new lead comes in • A demo is booked • A proposal goes out Teams get notified automatically. No more missed follow-ups. No bottlenecks. 4) Proposal, contract, and quote generation Teams shouldn’t waste time building proposals, contracts, or quotes manually. We automate it. Pre-built templates pull in Salesforce data: • Proposals are ready in minutes • Contracts auto-route for approval • No chasing down managers Faster contracts = faster deals = faster revenue. 5) Automated email and activity tracking If it’s not logged, it didn’t happen. But teams forget to log emails, calls, and meetings. So we integrate Salesforce with Outreach, Gong, and Slack to log everything automatically. Now leadership gets full visibility into: • Emails sent • Calls made • Customer responses No manual tracking required. 6) Real-time reporting and forecasting Leaders can’t make smart decisions without real-time data. So we build dashboards that track: • Pipeline health • Deal stages • Team activity Better visibility = faster, smarter decisions. The Bottom Line: Manual processes, bad data, and disconnected tools are slowing you down. We help tech companies fix this—fast. If Salesforce feels like more work than it should be, let’s change that. DM me "Salesforce" and let’s talk.

Your webinar just ended. 300 people registered, 120 attended live, and 50 watched the replay. 💀 Hopefully you can see that level of segmentation in your CRM 💀 — I partnered with the Contrast team for this post because after using their HubSpot integration for the last couple of years I’ve never had to wonder how a contact engaged with a webinar, before, during, or after 🔥 — Now what? Sending the same follow-up to everyone is a mistake. Your "in pipeline" prospect who had a demo last week needs a different message than a first-time website visitor. Here's how to build an automated follow-up workflow in HubSpot that converts webinar engagement into pipeline (specifically segmented to your 🔥 leads): 1. Create your segmentation lists → Webinar Registrants with Open Opportunities → Live Attendees (>70% completion) → Registrants Without Live View 2. Build your engagement workflow ⚡️ Trigger: → List membership includes "Live Attendees (>70% completion)" 🛎️ Action 1: Send Slack alert to sales → Channel: #sales → Message: 💻 {{ contact.firstname }} {{ contact.lastname }} from {{ company_name }} attended more than 70% of the {{ contact.contrast_last_registration }} webinar. 🤖 Action 2: Enroll in personalized sequence → Name: Engaged ICP Webinar Follow Up → Sender Type: Contact owner → Contact Owner: Contact owner 💡 Sequence step ideas: → Send a personal email → Call the prospect → Share relevant content at the next level of intent → Add value around the webinar topic they engaged with ✅ Alternative Action 2: Create a task (HubSpot pro tier) → Name: Follow Up With Hot Lead → Task Type: Email → Assigned To: Contact owner Providing sales reps real-time insights on how their current prospects are engaging with webinar content gives them both a reason to reach out, and something to say to help move their deal forward.