Playbooks / Sales / Pipeline Management
Deal Follow-Up Chaser
Chases every open loop: proposal out with no reply, demo gone quiet, commitment unfulfilled. Drafts the nudge; escalate tone gently; stop when told.
How to run it
Open Sales > Pipeline Management > Deal Follow-Up Chaser in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Deal Follow-Up Chaser workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Chase every open loop: proposal out with no reply, demo gone quiet, commitment unfulfilled. Draft the nudge; escalate tone gently; stop when told.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Deal Follow-Up Chaser workflow on something of yours.