Follow-up dies after message two
Manual follow-up stops when your week gets busy, and the prospect you meant to chase never hears from you again.
Convert & Nurture
Follow-up that runs itself
Build follow-up with a trigger, a wait, a condition and a send, across email, SMS, voicemail and in-app notifications, so no prospect goes quiet.
LiveConvert & Nurture
- Trigger, wait, condition, send, across email, SMS and voicemail.
- Triggers on stage change, no-response, training completion and reminders.
- Campaigns for SMS, email, ringless voicemail, drip, no-response and events.
The problem
What usually gets in the way.
Silence nobody notices
Prospects go quiet and nobody finds out until the pipeline is already dry.
The same message, retyped
You copy the same email into thread after thread, hoping you remembered every detail.
How it works
From start to done.
- 1
Pick a trigger
Start from a pipeline stage change, a no-response, a training completion, or an event, task or meeting reminder.
- 2
Build the flow
Lay out trigger, wait, condition and send, so the timing matches how you actually sell.
- 3
Choose the channel
Send by email, SMS, ringless voicemail or in-app notification, and fire a webhook to another tool when you need to.
- 4
Draft the copy with AI
Draft a nurture sequence with AI, then edit and approve it before it sends.
- 5
Let it run
Sequences keep prospects warm, and your team is notified when a lead acts or a job finishes.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveAutomation builderRef AUT-01
LiveAutomation triggersRef AUT-02
LiveCampaign typesRef AUT-03
LiveAI-drafted email sequencesRef AUT-04
LiveFollow-up sequencesRef COM-07
LiveStage-triggered follow-upRef CRM-05
LiveIn-app notificationsRef NOT-01
LiveWebhooks & API keysRef AUT-05
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
A pipeline stage change, a no-response on a drip or scheduling, a training completion, or an event, task or meeting reminder.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.