Mechanism 06

AI Sales / Follow-Up Agent

The #1 pipeline leak is inconsistent follow-up: interested buyers go cold while a slow committee deliberates. We build a custom AI agent that works every lead on a strict cadence across channels, re-enrolls dormant leads, and never forgets a task. No "interested" prospect rots in the CRM, and you add zero headcount.

How it works
  1. Codify the reactivation cadence. A touch every 48 hours across LinkedIn → email → call/SMS, sequenced so no "interested" lead drifts between channels.
  2. Enforce "no next task = dead deal." The agent guarantees every open lead carries a scheduled next action. The rule is built in, not left to memory.
  3. Auto-re-enroll dormant leads. Anything that's gone quiet is pulled back into the cadence automatically, so the list keeps generating at-bats.
  4. Win speed-to-lead on new inbound. Fresh leads get a first touch in minutes, not the next business day.
  5. Drafts and sequences while humans close. The agent prepares personalized email + SMS in-CRM. A person handles the live conversation and sends, so nothing goes out unchecked.
  6. Logs everything to the CRM. Every touch and outcome written back to the single source of truth, so reporting and cost per appointment stay clean.
Why it matters
  1. Most pipeline dies in follow-up, not in lead-gen. The gap between "I'm interested" and a booked meeting is where deals are lost.
  2. We close that gap at scale, built on the same engineering depth behind everything we ship.
Case in action
Caesar Health — the follow-up that refuses to let leads die

For Caesar Health we ran a relentless reactivation cadence in Close: a touch every 48 hours across LinkedIn → email → call/SMS, under one rule, "no next task = dead deal." Dormant leads auto-re-enrolled. It's exactly the discipline an AI follow-up agent automates, and it helped build a ~$640K ARR pipeline.

48h
max gap between touches
~$640K
ARR pipeline built
2,600+
leads worked, none left to rot
Read the Caesar Health case →
Built on
Claude Code (custom agent)
Close CRM API
Slack triggers
Best paired with

The CRM build and the 48-hour reactivation cadence — the agent is what makes that cadence run without burning out your team.

The edge: an engineer-built agent no marketing agency can match — follow-up that never sleeps.
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