BD Follow-Up Sequencer
After a prospect meeting, your agent creates a personalized multi-touch follow-up sequence: thank-you email within 2 hours, relevant case study at day 3, casual check-in at day 10, meeting request at day 21. Each touchpoint is personalized based on the meeting context — not generic templates.
Managing partners are the firm's primary rainmakers. But follow-up kills the pipeline.
According to HubSpot's 2024 Sales Statistics report, 80% of deals require 5 or more touchpoints to close. But 44% of salespeople give up after just one follow-up. In professional services, the problem compounds — partners are buried in billable work, client delivery, and firm management.
Day 3 passes. Day 10 passes. Day 21 passes. The prospect goes cold, the deal dies, and a $300K engagement walks out the door — not because the meeting went badly, but because nobody followed up.
You brief the agent once. It builds the entire cadence.
After a meeting, you tell the agent who you met, what you discussed, their key concerns, and their timeline. The agent builds a 4-touch sequence: a personalized thank-you within 2 hours, a relevant case study on day 3, a casual check-in with a market insight on day 10, and a direct meeting request with a specific agenda on day 21.
Each touchpoint is timed and queued automatically. You spend 30 seconds reviewing each draft before it sends. The entire sequence runs in the background while you focus on billable work.
Every email references the actual conversation. Not a template.
Not "Dear John, thanks for the meeting." Instead: "John — appreciated the candid conversation about your compliance gaps. The Meridian case study I mentioned is attached — they were in a similar position (SOX readiness at 40%) and we got them to 95% in 11 weeks. Happy to walk through how we'd approach yours."
Every touchpoint references the actual conversation — their concerns, their timeline, the specifics you discussed. The prospect can tell the difference between a drip campaign and a human follow-up. Your agent writes the human version.
Drafts land in Gmail on schedule. You review in 30 seconds.
Touch 1 auto-drafts within 2 hours of the meeting. Touches 2 through 4 queue in your Gmail drafts on schedule — day 3, day 10, day 21. You review each one before it sends. Thirty seconds per email. The agent does the writing; you do the quality check.
If the prospect responds at any point, the sequence pauses automatically and the agent notifies you. No awkward "just checking in" email landing the day after they already replied. The cadence adapts to the conversation.