PROJECT 3

Follow-Up Automation

Build follow-up messages in the right order so leads hear from you without being over-contacted.

Status: In progress | Delivery tracks: sequence, guardrails, QA.

3 channels SMS, email, call task sequence
Stage-aware Quote sent, no response, lost
Stop guardrail Halt immediately on trigger
Automated communication workflow and campaign timeline on screen

Follow-Up Sequence Engine

Generate multi-step campaigns with clear timeline logic.

Sequence Builder

Timeline Output

Sequence Preview

Create a sequence to preview message timing and stop guardrails.

Preview the message timeline and exactly when communication should stop.

Saved Templates

    • Step 1: pick the lead stage and urgency.
    • Step 2: set message timing by channel.
    • Step 3: stop automatically when needed.