Leave a Conference With the Follow-Up Already Moving
Ten meetings a day turned into ten follow-ups, sorted by how warm each one actually was.
It runs in the systems you already have
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Granola -
Slack -
Salesforce -
Google Calendar -
Microsoft Teams
Conference and Event Follow-Up, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Sort the conversations from the conference.
Sixty-one cards and scans, sorted by how the conversation actually went:
- Hot — 9, follow-up drafted referencing what you discussed
- Warm — 23, into the nurture sequence with the session context
- Cold — 29, added to the list, no sequence
The nine go out today if you approve them. Your read on the conversation decides the sort.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Inbound Lead Triage
Every inbound read the moment it arrives, ranked by what it is worth, with the rest already moving.
Go to use casePublic Records Lead Sourcing
Maturing loans pulled out of the public record overnight, scored against what closed for you last year.
Go to use caseLead Scoring and Enrichment
Public signal, referral path and deal shape, weighed against your criteria rather than a vendor's tier.
Go to use case
Questions