Design Your Perfect Follow-Up, Once
Schedule multi-step follow-up sequences
Visually design and schedule intelligent, multi-step follow-up campaigns. Our agent executes your strategy flawlessly, ensuring every prospect gets the right touch at the right time .
See it in action
Schedule sequences
The Manual Follow-Up Grind
Your reps know they should follow up multiple times, but manually tracking and executing a multi-step sequence for every single lead is an impossible administrative burden. As a result, follow-up is inconsistent and valuable leads go cold.
multi-step follow-up
Key Features
Visual Sequence Builder
Use a simple drag-and-drop interface to design multi-step, multi-channel (email, call, LinkedIn) follow-up campaigns.
Automated Execution Engine:
Once a lead is enrolled, the agent executes each step of the sequence automatically, with human-like delays between each touchpoint.
AI-Powered A/B Testing
The agent can automatically test different subject lines or message copy within your sequences and provide clear data on which version performs best .
Use Cases
Use-Cases for multi-step follow-up sequences
A B2B Service Firm
Implemented a 7-step follow-up sequence for all new leads and saw a 25% increase in the number of meetings booked.
A SaaS Company:
Used A/B testing to discover that a casual subject line outperformed a formal one, which improved their open rates by 15%.
A Sales Rep
Was able to manage a pipeline 2x the size of their peers because all their follow-up was systematized and automated.
More Agent Template
Schedule multi-step follow-up sequences
Plans and executes multi-step follow-up campaigns.
Send follow-up LinkedIn connection requests and messages
Sends connection requests and follow-up messages on LinkedIn.
Fully autonomous follow-up campaigns
Runs multi-step follow-up sequences without manual input, triggered by lead behavior.
Education: Follow-up with course leads
Sends follow-ups to prospective students with course info and enrollment prompts.
Social media DM integration
Pulls lead data from Instagram, Facebook, and LinkedIn DMs into CRM.
Event Follow-up Agent
Sends follow-ups after webinars, expos, or demos with personalized messaging.
Scrape LinkedIn for relevant prospects
Extracts relevant prospects from LinkedIn based on filters and keywords.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Set follow-up reminders after interaction
Sends reminders based on lead stage, last contact, and urgency signals.
Weekly Performance Reporter
Sends weekly reports on sales, support, and engagement metrics.
Scrape LinkedIn for relevant prospects
Extracts relevant prospects from LinkedIn based on filters and keywords.
multi-step follow-up sequences
Value Proposition
Ensure every lead gets a persistent, professional follow-up
Free up hours of administrative work for your reps.
Standardize your sales process and best practices.
Continuously optimize your outreach with data.
FAQ
They are automatically unenrolled from the sequence, and the rep is notified to take over.
Yes, you can add manual tasks like “Make a Call” as steps in an otherwise automated sequence.
Yes, you can build a full library of sequences for different products, personas, or lead sources.
It automatically splits your enrolled leads between two different versions of a message and shows you the statistical winner.
Yes, it connects securely to your Gmail or Outlook account to send emails on your behalf.
Automate with AI
Start your free trial today.
Build your perfect sales playbook, then let AI run it. Automate your follow-up and never let a lead go cold. Activate the Sequence Scheduler now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
