Case study
Automated commercial lead follow-up
A B2B company had leads coming through forms, WhatsApp and referrals, but follow-up depended on manual tasks and individual memory.
Case profile
Sector
B2B professional services
Team size
4–6 person sales team
Main challenge
Inconsistent lead follow-up
Before automation
- New leads were logged late or incompletely.
- There was no clear follow-up cadence.
- Advisors wrote messages from scratch.
- Management lacked reliable pipeline visibility.
What was implemented
Forms, WhatsApp and CRM were connected into a follow-up workflow. The agent proposes next steps, drafts messages by lead stage and alerts the advisor when human intervention is needed.
Implemented workflow
- 1Lead enters through form, WhatsApp or manual entry.
- 2CRM records source, stage and owner.
- 3Agent proposes follow-up message based on context.
- 4Advisor reviews and approves before sending.
- 5System logs the response and next task.
- 6Management receives weekly report of stalled leads.
Human control
The agent does not send sensitive commercial messages or promise terms. Every relevant message goes through advisor approval.
After
- More consistent follow-up by stage.
- Fewer opportunities forgotten in CRM.
- Faster commercial message preparation.
- Better visibility into sources and pipeline blockers.
Connected tools
CRMWhatsApp BusinessGmailGoogle SheetsSlack
Takeaways
- 1The best first sales agent usually supports follow-up, not autonomous closing.
- 2Human approval increases team trust.
- 3CRM hygiene matters before over-automating.
Related resources
Want to structure your sales follow-up?
We can review where your leads go cold and define a safe AI flow for your team.