AI employee · Follow-Up AgentLead and webinar follow-up
Every lead gets a reply while they still care.
Follow-Up Agent reads new leads from your inbox, forms and webinar exports, drafts a first reply in your voice, scores each lead, and chases quiet ones twice before stopping at the third touch. Every message waits for your yes.
What it does for you
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A first reply in minutes
Switch on New lead watch and it checks every 10 minutes during working hours, drafting a first reply under 90 words: thanks, an answer, two next steps.
From routine:New lead watch
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Every lead scored, with a reason
Every lead gets a score and the one reason behind it, taken from what they actually wrote. Duplicates merge. Nothing is guessed.
From memory:Lead score procedure
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Three touches, then it stops
Quiet leads get a second touch after one business day and a third three days later. After that it marks them no-response. There's no fourth message.
From routine:Quiet-lead chase
A real run
What we gave it: Sample lead export · 7 new webinar and form rows plus 2 open leads from a fictional pilates studio. It ran on November 2, 2026, on version 2 of the template.
Subject: Kestrel Pilates (fictional)
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01
What came in overnight?
Loaded its lead-ledger skill and read the pasted export: five webinar rows, a duplicate from the form, one overnight form lead and two open leads. The first path it tried was wrong; the second worked.
load_skillrun_shell×5
+2 credits2 credits
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02
Who's hot, and who's the same person?
Scored all six new leads with a reason each, merged Erin Walsh's webinar and form entries into one lead, and timed every first reply against the 5-minute target.
No tool calls, writing only 4 credits ≈ $0.04 1:00 minScores From the run
Alicia Moreno HOT (postpartum ask) · Ben Okafor HOT (asked $119 price + next week) · Erin Walsh WARM (evenings, Eastside parking) · Marco Silva WARM (ClassPass + duet) · Carla Jensen WARM (webinar no-show) …
+4 credits6 credits
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03
What should each one hear?
Loaded the follow-up skill and drafted six first replies from the studio's own offer facts, plus a second touch for a quiet lead. Every draft is held for approval.
load_skillwrite_file
Draft · held for approval From the run
Thanks for watching Tuesday — and good question. The 8-class Intro Pack is $119, valid 30 days, for new clients. Two next steps: book at kestrelpilates.example/intro, and tell me which day next week you would like to start so I can confirm the details. Jo, Kestrel Pilates
+3 credits9 credits
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04
Who stops here?
Marked a lead with three unanswered touches as no-response instead of drafting a fourth, updated the eight-row ledger, saved both docs and sent the morning list.
write_filesave_to_library×2
Ledger row From the run
Priya Desai | Contact form | 2 weeks ago | … | 3 | Fri wk-2 | — (capped) | no-response | Stopped at 3 touches per rule
+4 credits13 credits
The bill
| Step | Credits | About |
|---|---|---|
| 1. What came in overnight? | 2 credits | ≈ $0.02 |
| 2. Who's hot, and who's the same person? | 4 credits | ≈ $0.04 |
| 3. What should each one hear? | 3 credits | ≈ $0.03 |
| 4. Who stops here? | 4 credits | ≈ $0.04 |
| Total | 13 credits | ≈ $0.13 |
Dollar amounts are the credits at the Starter plan rate of $0.01 a credit.
What still needed a person
- Approving the six first replies and the second touch. Nothing went out
- Switching on New lead watch: it ships paused, so these leads waited overnight and missed the 5-minute target
What this run didn't measure
- Live Gmail and HubSpot. This run read a pasted export, the template's fallback when no account is connected
What you get
Routines
- New lead watch Ships switched off. A heavier routine.
- Morning lead list Paused when you hire it. You switch it on.
- Quiet-lead chase Paused when you hire it. You switch it on.
What it may do on its own
| Read your connected accounts | On its own |
|---|---|
| Write and save drafts | On its own |
| Send messages | Asks you first |
| Spend credits or money | Asks you first |
| Delete or archive | Asks you first |
Memory it starts with
Target: a first reply to every new lead within 5 minutes during working hours, and within 15 minutes of the next working-hours start otherwise.
Nothing is sent without the owner's yes, including first replies and every later touch.
Never quote a price, date or availability that is not written in memory or said by the owner. Say "I will confirm that for you" instead.
Accounts it can use
- Gmail
- Hubspot
- Google sheets
Skills
Hire Follow-Up Agent
Start free. After you sign up you land on Follow-Up Agent's template page, with the whole setup laid out.
Questions
Does it send anything without me?
What does a run cost?
Which accounts does it need?
What can't it do yet?
When does it run?
Credits measured from the run's ledger on November 2, 2026, template version 2. Dollar amounts at the Starter plan rate of $0.01 a credit.
Sample data is fictional.
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