What is a Follow-up Automation?
Definition
Follow-up automation automatically contacts leads or customers after calls, emails, or meetings to keep conversations moving forward.
What is Follow‑up Automation?
Follow‑up automation ensures every lead or customer receives a timely, personalized touchpoint after an interaction, using multi‑channel sequences (email, SMS, call reminders). It eliminates manual follow‑up gaps.
Real‑World Example
A real‑estate agency triggers 250 follow‑up emails and 120 SMS reminders each month after property tours, resulting in a 22% increase in booked showings.
How Central Sales Works
After a call or meeting, Central Sales logs the event, selects a follow‑up workflow, and automatically dispatches emails/SMS at pre‑defined intervals while updating the CRM.
Key Benefits
Higher engagement, consistent cadence, reduced manual tracking.
Common Use Cases
Post‑meeting outreach, trial‑expiry nudges, re‑engagement of dormant leads.
Getting Started
1. Connect phone/meeting tools to Central CRM. 2. Choose a follow‑up template. 3. Activate the workflow.
Why It Matters
Keeps pipelines full and moving, directly impacting revenue growth.
