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BUSINESS PROCESS AUTOMATION · 03

Autonomous Sales Follow-up

Most sales die in the follow-up. This automation watches prospect behavior and responds at the exact right moment. Opened your proposal but went quiet? Claude sends a personal follow-up from your email. Ready to book? Claude checks your calendar and sends the invite.

What it does

What gets automated

Watches for behavioral triggers: proposal opened, link clicked, email replied to. Fires the right follow-up at the right time.

Writes personalized follow-ups based on the prospect's industry, company size, and what they clicked. Not templates. Real personalization.

When a prospect is ready to book, Claude checks your Calendly availability and sends a meeting invite inline.

Every interaction is logged to HubSpot or Pipedrive automatically. Deal stages update. Notes get written. You stay current without manual data entry.

When a lead hits your booking threshold, Claude sends a Slack alert to you with the full prospect dossier. Ready to close.

What it replaces

Manual process vs. with this automation

Manual process today
With this automation
Check email for proposal opens and craft follow-up (30 min/prospect)
Claude detects opens and sends personalized follow-up in seconds
Manually schedule follow-up reminders in CRM
Automated trigger-based cadence, no manual scheduling
Look up calendar availability and send booking link manually
Claude books calls directly via Google Calendar integration
Log call notes and update deal stage after each interaction
CRM updated automatically after every touchpoint
Lose track of warm leads buried in your inbox
No lead falls through. Every open, click, reply gets a response.

How it works

From zero to automated in 4 steps

Connect your stack

We wire Gmail, your CRM (HubSpot or Pipedrive), and Calendly via MCP. One-time setup, no ongoing maintenance.

Define your follow-up rules

Tell us what triggers a follow-up (open, click, no reply after X days) and what tone to use. We build the logic.

Claude watches and responds

Every prospect interaction triggers Claude. It writes a personalized message, checks context from the CRM, and sends from your Gmail.

Hot leads get flagged to you

When a prospect books a call or hits a threshold, you get a Slack ping with the full dossier. You just show up and close.

Powered by Claude

The capabilities under the hood

Managed Agents Outcomes

Wire the guarantee directly into the agent runtime. Claude works toward your defined outcome: 10 booked calls. Not just actions.

Custom Tools

We build custom tools that call your CRM, email platform, and calendar APIs. Claude uses them like any built-in tool.

Memory Tool

Claude builds a per-prospect dossier over time. Every interaction, preference, and objection is remembered.

Vision

Claude screenshots the prospect's website to extract context for personalization. Not a template. Real research.

Adaptive Thinking

Claude dynamically decides whether a lead is hot, warm, or cold. Adjusts follow-up cadence accordingly.

Integrations

Tools we connect

GmailHubSpotPipedriveCalendlySlack

Pricing

$1,499

then $199/mo

  • Full stack integration (Gmail, CRM, Calendly)
  • Custom trigger and cadence logic built for your sales process
  • Prospect dossier system with memory per lead
  • CRM auto-update on every interaction
  • Slack hot-lead alerts with full context
  • Ongoing at $199/mo with quarterly cadence reviews

Operated by AIMasterz

We provision, configure, and run this automation under our agency umbrella. You own the data and configs.

Get started

Cancellation terms

30-day cancellation with clean handoff

Month-to-month after setup. 30-day notice cancels. Source code snapshot lands in your GitHub org within 30 days. The site keeps running. We revoke admin access. You keep everything.

You own the code, the cloud, and the data. AIMasterz walks away.

FAQ

Common questions

Ready to automate autonomous sales follow-up?

Book a 20-minute call. We will confirm your workflow is a fit and give you a timeline and fixed price.