Automated Deal Follow-Up Bot
Never let a deal go cold — automatically follow up with prospects at the perfect time using AI-personalized messages.
Daily CRM Scan
Checks for dormant deals by stage
Draft Follow-Up
GPT-4o-mini writes contextual email
Send or Draft
Auto-send or rep approval mode
Slack Nudge
Rep notified with deal context
CRM Flag
Deal marked At Risk if 2nd miss
Trigger
Daily CRM Scan
Checks for dormant deals by stage
AI
Draft Follow-Up
GPT-4o-mini writes contextual email
Action
Send or Draft
Auto-send or rep approval mode
Output
Slack Nudge
Rep notified with deal context
Storage
CRM Flag
Deal marked At Risk if 2nd miss
Sales reps forget to follow up. Deals stall. Revenue is lost. This workflow monitors your CRM pipeline for deals that haven't had any activity in N days (configurable by stage: 2 days for proposal sent, 5 days for negotiation, 1 day after demo). When a deal goes dormant, it drafts a personalized follow-up email using GPT-4o-mini, pulls the deal context from the CRM (company name, last touchpoint, deal value, next steps agreed), and either sends it automatically or places it in a drafts folder for the rep to review and send in one click. The rep gets a Slack nudge either way. Deals are automatically flagged as 'At Risk' in the CRM after two missed follow-ups.
- Zero deals go cold due to missed follow-ups
- AI personalization means follow-ups feel human, not automated
- Stage-specific timing rules match your sales process exactly
- At Risk flagging gives managers early warning before deals are truly lost
- Rep time saved: 45 minutes/day of manual pipeline review
Sales reps, sales managers, and RevOps teams at B2B companies with deal cycles longer than 7 days who lose deals to inaction rather than competition.
Template
$79
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $899
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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