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Working prototypeAI & Internal Tools · Automation

Sales follow-up drafting

Follow-up drafts written from a lead's CRM record and recent activity, with a suggested next step, ready for a salesperson to edit and send.

Business
Fictional commercial cleaning company
Status
Working prototype
Example project. The business, names, data and figures shown here are fictional.

Lead

Lakeshore Dental

Proposal sent

Draft · not sent

01 · Business problem

The problem

Follow-ups slip when the team is busy, and the ones that go out are generic because nobody has time to reread the notes first.

Proposed approach

The workflow summarises the lead's record and history, recommends a next step and drafts a specific follow-up. The salesperson reviews and sends it themselves.

02 · System architecture

How it fits together

  1. 01

    CRM context

    Approved fields and recent activity for the lead.

  2. 02

    Summary

    What happened, what was promised, what is open.

  3. 03

    Draft

    Personalised follow-up in the team's tone.

  4. 04

    Log

    Draft and outcome recorded against the lead.

03 · Proposed workflow

Step by step

  1. 1

    Select lead

    From a due-for-follow-up list.

  2. 2

    Summarise

    Context pulled from the CRM.

  3. 3

    Draft

    Specific follow-up prepared.

  4. 4

    Review & send

    A person edits and sends.

04 · Interactive demo

Draft a follow-up

Choose a fictional lead and generate a follow-up from its CRM record. A person reviews and sends it; the demo can’t.

Follow-up drafting · Brightside Commercial Cleaning (fictional)Demo · fictional data
Lead

CRM record · L-204

  1. Sep 29Meeting. Site walkthrough at the main clinic.
  2. Oct 2Proposal. Proposal sent for three locations.
  3. Oct 3Email. Marcus asked for a sample clinical-room checklist.

Choose a lead, tone and goal, then draft a follow-up. Drafts are never sent from this demo.

Simulated: drafts are assembled from the fictional CRM record by a template in your browser. This demo cannot send email.

05 · Scope

Deliverables

  • Lead summaries
  • Personalised drafts
  • Next-step recommendations
  • Activity logging

This prototype is built with

  • Next.js
  • TypeScript
  • Template-based local drafting
  • Fictional CRM records

Likely production stack (proposed)

  • HubSpot, Pipedrive or Salesforce API
  • A large language model on a secure server
  • Email client integration

Results

No results reported. This is a working prototype, not a live deployment, so there are no real measurements to share.

Related service

Sales Follow-Up Drafting

Next project

New-employee onboarding workflow

Want something like this for your business?

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