Sales workflow

Every sales follow-up, drafted from the actual conversation.

Post-meeting follow-ups, dormant-deal reactivation, silent-proposal chases. Junior reads the source (transcript, CRM notes, last thread) and writes each email from scratch — approval-gated where it matters.

Hire Junior → Free Trial

Follow-ups are the #1 reason deals stall.

Not because reps don't want to write them — because they're juggling 30 active deals and the 27 that aren't on fire today drop off the to-do list.

  • •Post-meeting follow-up forgotten by Thursday → deal cools
  • •Proposal sent Monday, no reply by Friday → silence becomes permanent
  • •Dormant high-intent deal never resurfaced → next quarter someone else closes them
  • •Generic 'just checking in' emails → ignored, mark you as low-trust

Junior doesn't replace the AE's judgment — it removes the "remembering to write the email" failure mode.

Three follow-up patterns Junior automates

Each is its own scheduled cadence. Turn one on; add the others when you're ready.

📞

Post-meeting follow-up

“After every customer call, draft the follow-up and update HubSpot”
→ Given the meeting recap you save — pasted transcript, AE notes, or call summary — Junior drafts the email referencing specific things discussed, suggests a stage move if it fits, and lines up next-step tasks. AE clicks Approve to send.
💀

Dormant-deal reactivation

“Every overnight, surface deals with no activity in 14+ days and draft reactivation emails”
→ Junior scans CRM stage + last-touch date, drafts personalized reactivation messages referencing the last logged conversation, and queues them for your AE's approval the next morning.
⏳

Silent-proposal chase

“Every Monday, list proposals sent 7+ days ago with no reply”
→ Sorted by deal value, with softer check-ins drafted for 30+ day silences. Skips deals where the prospect has replied. One-click send from the sales channel.

How to start

1

Hire

Free trial · $100 credit. Name your Junior (e.g., 'Follow-Up Bot').

2

Connect Gmail/Outlook + HubSpot/Salesforce + your meeting tool

OAuth, no API keys. Under 10 minutes per tool.

3

Pick one pattern

Dormant-deal reactivation is the fastest payback. Most teams see their first reactivation reply within a week.

Hire Your Follow-Up Junior → Free Trial

Sales teams this is for

AE running their own pipeline

You're working 30 active deals and dropping the cold ones. Junior takes the follow-up work off your plate so you stay on the conversations that are live.

Sales manager with 3-10 AEs

Follow-up discipline is the #1 forecast variable nobody talks about. Junior gives your team a consistent follow-up motion without making it a process they have to remember.

Founder selling the first 10 deals

You're closing while doing everything else. Junior keeps the follow-up cadence running so deals don't stall while you're heads-down on product.

Frequently asked

Three patterns: post-meeting follow-ups (drafted from the meeting recap you save — transcript, AE notes, or call summary), dormant-deal reactivation (deals with no activity in 14-30+ days), and silent-proposal chases (proposals sent more than a week ago with no reply). Each runs as its own scheduled cadence; you turn them on per workflow.

Part of the AI Sales Assistant cluster

Role · hub

AI Sales Assistant →
The full AI sales assistant role: dormant deals, call wrap, proposal chase, CRM hygiene.

Sibling workflow

CRM Update Automation →
Keeps HubSpot or Salesforce honest in real time — without your reps.

Stop dropping the follow-up.

Free trial · $100 credit. No credit card. Junior is drafting your first follow-ups by tomorrow.

Start Free Trial →

No credit card. Cancel anytime.