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Sales

How do you follow up on every lead while it's still warm?

A sales AI Employee that sweeps the CRM for new inbound leads, researches each company, drafts a personalized follow up in your voice, and proposes a call slot against real calendar availability, pausing for a named human's signature before anything reaches a lead.

YP×
When
Every 15 minutes
Systems
CRMEmailCalendar
Mode
Research and draft, a named human sends
Problem

Inbound leads have a short half life. A form filled out on Tuesday is worth far more if the follow up goes out Tuesday than if it goes out Friday. But a follow up that converts is the one that shows you read the form and understood the company, and that takes a few careful minutes of research per lead: who they are, what they do, why they signed up. A few minutes times every inbound is more time than a growing team has, so follow ups either go out generic or go out late, and both lose deals. Templates make the sending fast but not the personalization, which is the part that actually moves a lead forward. Booking the call adds another round of back and forth on top. The work that converts is exactly the work that keeps slipping when the pipeline is full.

What it does

Every 15 minutes the sales AI Employee sweeps the CRM for new leads, researches each company from its site and public information, drafts a personalized follow up to your playbook, and proposes a specific call slot against real availability on the calendar. It writes the research back onto the lead record and leaves the message as a draft. Nothing goes out on its own. Every follow up pauses for a named human to review and send.

How it works

See exactly how the work gets done.

Runs every 15 minutes against the CRM

A scheduled run sweeps the CRM every 15 minutes for new leads. A sweep that turns up several at once is handled in one run, but each lead is an independent unit. A research or drafting failure on one never blocks the others. Runs don't share state; the marker written back onto each lead record is what carries forward.

Carries your sales playbook

Your positioning, the tone you write in, what a good qualifying question looks like, and follow ups that landed before travel with it as a skill, so it writes to your standard instead of inventing one, and the record improves as deals move.

Connects to what a follow up needs, with permissions you set

It reads the lead's site and public information to understand the company, reads and updates the lead record with its research, drafts a personalized email, and checks real calendar availability to propose a specific time. Credentials stay in memory, injected at run time, never written to disk or exposed to the model.

Nothing sends on its own

Its only writes are the research note on the lead record and the drafted email. No message reaches a lead until the follow up pauses for a named human's signature. A person reviews the draft and sends it.

Hands over a worked lead

By the time a person looks, the company is researched, the record is updated, a personalized email is drafted, and a call slot is proposed against real availability. The rep reviews, adjusts if they want, and sends, instead of starting each follow up from a blank page.

Guardrails

Runs in your environment

Every run is isolated inside your own infrastructure, reaching only the lead record, the web for research, your email, and the team calendar. Your data never leaves it.

Permissions you set

The CRM, email, and calendar credentials stay in memory, injected at run time, never exposed to the model or written to logs.

A signature before any lead sees a word

No message reaches a lead without a named human reviewing the draft and sending it. Outreach lands as drafts, not sent mail.

Prepare, don't send

Its only outputs are the drafted email and the research written back on the record. It cannot send a message or book a meeting on its own. It proposes, a person decides.

You own the rules

The playbook, the skills, and the per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.

The outcome

Every inbound lead now arrives already worked: the company researched, the record updated, a personalized draft written, and a call slot offered against real availability, waiting for a person to approve rather than sitting untouched. The team spends its time deciding which leads to push instead of doing the same research over and over.

Every lead

Researched and followed up, not just the easy ones

Same day

A personalized follow up drafted while the lead is still warm

0 sends

No message reaches a lead without a named human

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How do you follow up on every lead while it's still warm? | YP AI