Agent workflow
Follow-ups
01
Plan the sequence
Agents draft a short sequence with timing, message intent, and a clear stop condition.
02
Personalize each touch
Follow-ups can reference the buyer, their signal, your proof point, and the original ask.
03
Respect replies
When a lead replies, the conversation moves to the inbox so the sequence does not keep pushing blindly.
04
Learn from outcomes
Replies, warm leads, and ignored messages help agents improve the next campaign.