01
Leads that did not convert immediately get no further outreach.
Stay in front of every lead
Automated Follow-Up
Automated Follow-Up runs the sequences between conversations — timed SMS and email messages that keep leads warm, re-engage contacts who have gone quiet, and move the pipeline forward without anyone needing to remember who is due for outreach.
Follow-up sequence
4-touchDay 0SMSThanks for reaching out — here's what to expect next.
Day 1EmailFollowing up on your inquiry from yesterday.
Day 3SMSStill thinking it over? Happy to answer any questions.
Day 7EmailLast follow-up — let us know if the timing is better.
Why it keeps happening
Follow-up depends on memory and the people who remember to do it, so leads go cold when the team is busy or distracted.
02
Follow-up timing is inconsistent because it depends on who remembered to send it.
03
The team does not know which leads have gone cold and which are still active.
04
Manual follow-up takes time that could go toward higher-value conversations.
05
There is no structured sequence for moving a lead from inquiry to close.
What the data says
44%
of salespeople give up after one follow-up attempt, even though 80% of sales require five or more contacts.
The gap between when reps stop reaching out and when buyers are ready to act is where most revenue quietly disappears.
The solution
We build the sequences that run without anyone remembering: timed SMS and email touchpoints that keep leads warm and move them through the pipeline on their own.
Each step runs on RBNL CRM.
01
Workflow Automations
Trigger event fires
A workflow trigger fires when a form is submitted, a pipeline stage changes, or a set amount of time has elapsed with no activity.
02
Workflow Automations
Workflow automation activates
The workflow automation activates and selects the appropriate follow-up sequence based on the contact's source, stage, or behavior.
03
Intelligent Communications
Timed two-way SMS and email sequence starts
Intelligent Communications sends timed two-way SMS and email messages at the right intervals to keep the contact engaged.
04
Pipeline Management
Lead responds and moves to next pipeline stage
When the contact replies, pipeline stage automation moves them forward and the response is captured against their CRM record.
05
Workflow Automations
Team notified of engagement
The team receives an internal notification so they can step in with a personal conversation at the right moment.
What's included
INCLUDES
Workflow Automations
Triggers the right follow-up sequence the moment a contact enters a stage or meets a defined condition.
View product →INCLUDES
Intelligent Communications
Delivers timed SMS and email messages and manages replies in the unified inbox.
View product →INCLUDES
Pipeline Management
Tracks where each contact is in the follow-up process and surfaces who needs the team's attention.
View product →Direct impact
What changes when this is in place.
01
Follow-up starts in minutes, not hours, because it runs automatically.
02
Leads stay engaged through a structured sequence instead of waiting for manual outreach.
03
The team can see which contacts are active and which have gone cold.
04
More opportunities convert because the business stays present through the buying process.
Get started
Ready to build a automated follow-up system?
Tell us what is breaking down today and what outcome the team needs to see.