The Follow-Up Nobody
Remembered to Create.
A sale closes and three things should happen in the next week. A sale falls through and one thing should happen in the next month. Both depend on a rep remembering, at the end of a call, to write something down. Sales Follow-Ups removes that dependency: when a sales call finishes analysis, your rules fan out into dated tasks assigned to the rep who took it.
Fires on the Outcome
The fan-out runs when a sales call finishes analysis and the outcome lands as a completed sale or a failed one. Both paths generate follow-ups — a lost deal is a reason to schedule something, not a record to close.
Rules and Due Dates You Define
Admins write the rules: what the follow-up is, which outcome triggers it, and when it is due — a set number of days after the call, the next specific weekday, or a set number of days after the week ends. The schedule matches how your team actually works a pipeline.
The Rep's List
Each follow-up is pending, completed, or skipped, and anything still pending past its due date reads as overdue. Expand a row for an AI summary of the call it came from, loaded on demand, so a rep walks into the callback knowing what was already said.
Skip Reasons That Mean Something
Not every follow-up should happen. Five reasons ship built in and admins add their own, so "didn't do it" becomes a category you can count rather than a blank in the record.
A Due-Today Notification
A daily notification tells each rep what is due that day. Nobody has to open a dashboard to find out they are behind.
Manager View and Reassignment
Open, overdue, and completed counts across the team, an open-by-agent breakdown you can click to filter the queue, and team-scoped reassignment for when someone is out or a book of business changes hands.
Where It Lives
Sales Follow-Ups is a tab on the Upcoming Commitments page, sitting next to the promises captured automatically on every call. That is deliberate: a rep opens one screen to see everything they owe someone, whether it came from a rule you wrote or from a sentence they said out loud on a call.
How It Fits with the Rest of the Platform
A follow-up is the last step of the sales analysis every call already runs through:
Follow-ups are generated off the same sales analysis that produces close rates, MRR trends, and AI-identified loss reasons.
Rule-driven follow-ups and promises spoken on the call share one screen, so a rep has a single list of what they owe.
The outcome that triggers the fan-out is extracted from the conversation itself, alongside FCR detection and missed-opportunity flags.
Rules, due-date schedules, and your own skip reasons are yours to define — the defaults are a starting point, not a constraint.
A rep's open and overdue follow-ups sit alongside their scores and coaching queue on their own dashboard.
Who Benefits from Sales Follow-Ups
For the Customer
The call back you were told to expect after signing up — or after deciding not to — actually arrives, because it was scheduled by a rule the moment the call was analysed rather than by someone’s memory at the end of a long shift.
For the Agent
You start the day with a list that already exists, dated and assigned, and a notification telling you what is due. If a follow-up genuinely should not happen, you skip it with a reason instead of letting it rot.
For the Business
Follow-through stops being invisible. Managers see open work by agent, overdue counts across the team, and why things were skipped — and can reassign a rep’s list when they leave or go on holiday.
Related
Stop Losing the Second Conversation
Book a demo and we'll write a follow-up rule against your own sales calls — one for the wins, one for the misses — and show you the queue it produces.
Request a DemoFollow-ups are generated from sales analysis, so in practice this needs Insights IQ or above.