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AI Automation

AI Follow-Up Engine

Never let a lead go cold. Ever.

avg response rate lift
3.4×
more closed deals
27%
saved per producer / week
18 hrs

Why this exists

The problem

Most producers lose 60-80% of pipeline to slow, inconsistent, or generic follow-up. Manual outreach can't scale past ~50 active leads.

The GSS approach

How we solve it

A stateful AI agent that maintains long-term memory on every lead, sends personalized outreach across SMS, email, and voice, and adapts cadence based on engagement signals.

What's inside

Capabilities
Long-term lead memory

The agent remembers every touchpoint, preference, timeline, and objection across months.

Multi-channel orchestration

SMS, email, voice, and DM - sequenced by what each lead actually responds to.

Signal-based cadence

Rate drop, MLS activity, birthday, policy renewal - triggers auto-adjust cadence.

Human hand-off

Warm leads route to your calendar with full context - no cold intros.

Workflow

How it works
  1. 1Capture - leads flow in from your site, CRM, or manual add.
  2. 2Enrich - agent pulls context (industry, stage, prior touchpoints).
  3. 3Sequence - personalized multi-channel outreach begins immediately.
  4. 4Adapt - cadence adjusts to opens, clicks, replies, and market signals.
  5. 5Hand-off - sales-ready leads book directly into your calendar.

Best for

Made for
Mortgage LOsRealtorsInsurance agentsFinancial advisors

FAQs

Common questions
Does the AI sound like me?

Yes - we train tone from 20 min of sample messages. Every output can be reviewed before sending in supervised mode.

Is it TCPA / CAN-SPAM safe?

All outreach honors consent state, DNC lists, quiet hours, and jurisdictional rules.

Can I keep my existing CRM?

Yes - we sync bidirectionally with 30+ CRMs including Salesforce, HubSpot, Follow Up Boss, and Total Expert.

Ready to run ai follow-up engine in your business?

Create a free account today, or book a demo for a guided setup.