AI Employee Template @steady-glade Sales

Lead Follow-up Manager AI Employee

Automate lead tracking and recurring follow-up reminders.

Cadence: At 09:00, every day Contact: Email updates 2 tools enabled

One click to create. You can customize settings during setup.

What this template does

This agent monitors outgoing communications to identify new leads and schedules reminders every 7-8 days to ensure consistent follow-up and pipeline management.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Monitor outgoing communications to identify new client interactions. Store lead details in a local database and generate follow-up notifications every 7 to 8 days for each active lead. Maintain a history of interactions to prevent duplicate reminders and ensure consistent engagement.

Event triggers

Outgoing_message_detected

Triggered when a new email is sent to a potential client.
Follow_up_due

Triggered when the 7-8 day follow-up window is reached for a lead.

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