Lead Follow-Up & Routing Agent
New leads get routed to the right person instantly, then followed up until they answer.
What it watches
New form submissions and inbound leads
What it does
Routes each lead to the right rep instantly and sends timed follow-ups until they respond
When it asks a human first
If a lead's message reads as a complaint or mentions an existing contract, the agent skips automated follow-up and routes it directly to a human with the message flagged. That handoff pulls the lead out of the timed sequence entirely rather than pausing it, so it won't resurface with an automated touch days later after a rep has already stepped in.
How it works
- 1Routes on arrival
Matches the lead to a rep by your rule (territory, deal size, product line, or round robin) the moment it lands, falling back to a default owner if none of the rules match so a lead never sits unassigned.
- 2Notifies instantly
The assigned rep is notified within seconds, not at their next inbox check — delivered wherever the rep already works (Slack, SMS, or email), not one more inbox they have to remember to open.
- 3Follows up on a timer
Four touches over two weeks if the lead stays quiet, spaced to read as attentive rather than spammy. Each touch varies its angle — a question, a case study, a direct ask — instead of repeating the same message four times.
- 4Reads for a stop signal
Any reply, CRM status change, or rep note marking it handled ends the sequence immediately. That check runs before every scheduled send, not just at the start, so a reply seconds before touch three still cancels it.
- 5Marks the lead cold
After the 4th unanswered touch, the lead is marked cold and the rep is notified to decide next steps. A cold lead is never deleted, just pulled from the active sequence, so it is still there if a rep wants to reopen it manually later.
What triggers it
- · A new form submission or inbound lead lands in your CRM
- · A lead goes unanswered past your response-time target
- · A lead's status changes without a follow-up scheduled
- · A rep marks a lead handled
What you get
- · An instant routing notification to the assigned rep
- · A timed follow-up sequence sent until the lead responds
- · A weekly report of leads gone cold
- · A CRM status update logged at each step
Not the right fit if
Not for solo consultants who already call every lead back within the hour — there's no gap this agent would close. It's also not a fit for sales processes that still need a live qualification call before anyone can say who should own a lead — the agent routes by a rule you set in advance (territory, deal size, product line), and a rule can't stand in for a judgment call nobody has made yet.
The math
At ~80 leads/mo × 6 min, that is roughly 8 h/mo — an estimate, not a guarantee.
Frequently asked
By rules you define during setup — territory, deal size, product line, or round-robin, whichever fits how your team is structured.
Ready to put lead follow-up & routing agent to work?
Tell us about your setup and we'll confirm it fits within 48 hours.