Lead follow-up

A quote gone quiet.
You finally know where the project stands.

Léa gets back in touch, notes their questions and passes on whatever is still holding up the decision.

Available in France today. Coming soon to the UK and Europe.

SITUATIONS YOU FACE

An everyday problem.
A clear next step for your team.

Choose a situation to see the conversation and the actions set up in this example.

The quote is pending. Léa asks where the project stands.

An unanswered quote
Léa · AI agentPhone · 10:30
your prospectThe quote looks fine, but I have a question about the lead time.
LéaI’ll note your question and put you through to our adviser.
On the line with the adviser

You discuss the lead time for the work.

  1. The conversationLéa in conversation
  2. Action 1Transfer to the salesperson
  3. Action 2Quote tracked in HubSpot
  4. Action 3Summary sent via Gmail
YOUR RULES, IN EVERY CONVERSATION

The agent takes over.
You stay in control.

You decide who to call back, how often and when to stop following up.

You give Léa the quote or project concerned and the questions to ask.

You set the time slots and the interval between calls, up to a limit of four attempts per contact.

You spot refusals in the results and exclude those contacts from future follow-ups.

Your agent’s instructionsChanges saved
01/03The context for the call
Record details:{customer first name}{quote reference}{date sent}
Instructions:
Goal
  • Call {customer first name} back about quote {quote reference}.
  • Ask whether a question is holding up the decision.
  • Note the next step in the project.
Your team sets the rules and adjusts them.
Compare

Sales follow-up: by hand, by email
or by an AI agent?

What matters to your teamFollow-up by the salespersonEmail sequenceStarleads AI agent
The channelThe phone, when they have timeEmail onlyThe phone, then SMS or WhatsApp from Pro
The prospect’s questionsThey answer themThey wait for a replyLéa answers them from your documents
TrackingDepends on the tools usedOpens and clicksProspect status, summary and next scheduled attempt
Setup

Your lead follow-up,
up and running in three steps.

Follow-up by phone, voicemail included, from Starter. Follow-up by SMS or WhatsApp, CRM, calendar and workflows from Pro.

01 · Configure

Set its pace

Number of attempts, interval between calls, time slots and a voicemail message for each attempt. You test before launching.
Create a campaignSchedule settings
Number of call attempts
4 (limited to 4)
Delay between two attempts (hours)
2
Simultaneous calls
3 calls in parallel
Time zone
Europe/Paris
Call days
MonTueWedThuFriSatSun
Default time slots
09:00 – 12:0014:00 – 17:00
Calls allowed on public holidays
02 · Connect

Hand it your prospects

One by one or from a file, from Starter. Through the API or from your CRM, from Pro.
See integrations →
Tools3/3 selected
Read the prospect’s recordHubSpotConfigured
Update the contactHubSpotConfigured
Offer an appointmentCalendlyConfigured

The selected tools will be available to this agent.

tools from Pro
03 · Automate

Follow up by SMS or WhatsApp too

A prospect doesn’t answer the phone? After the calls, a workflow (a chain of automatic actions) hands them over to Lucie by SMS or to Sara on WhatsApp.
From ProDiscover workflows →
SMSLucie
Hello Claire, I couldn’t reach you about your kitchen quote. When can I call you back? Lucie, Atelier Martin.
109 / 160 charactersDelivered
BEFORE YOU START

Questions you may still have.

When should you follow up a new lead?

As soon as possible: a lead called within 5 minutes is reached 1.3 times more often than one called after an hour. This first call is part of lead qualification: Léa calls the contact as soon as they make their request.

Can I follow up old leads?

Yes, within clear limits. Starleads campaigns are for B2B calls: you call professionals about their work, and they can easily opt out. Individuals are only called with their prior consent. Léa says she is an AI in her first message. A classification you define, such as “Declined”, stops you calling back a prospect who said no.

Does automated follow-up also work for my customers?

Yes. The same cadence lets you get back in touch with a customer after a first conversation or pick up a pending quote. You create a campaign with the list of customers to call back and the questions to ask.

Do follow-up results go into my CRM?

Yes, from Pro. The topic, the summary and the information collected go to your CRM, Pipedrive or HubSpot for example. You have three options: a tool connected to the agent, a webhook (an automatic send) or a workflow.

How much does automated follow-up cost?

An outbound call is counted per contact, all attempts and voicemails included. With the 12-month commitment, that is 38 credits on Starter, 36 on Pro and 35 on Business (48, 46 and 44 with no commitment; 1 credit = €0.01 excl. VAT). Plans start at €79 excl. VAT a month with a 12-month commitment, credits included.

Léa, AI phone agent

Starleads is coming to the UK and Europe.

Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.

Coming soon

Starleads is coming to the UK and Europe.

Starleads is available in France today. Leave your work email and we’ll let you know as soon as it opens in your country. Have a custom project? Tell us about it and we’ll get back to you.

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