Sales Follow-Up Automation Checklist

Checklist

• Capture every new lead source: form, phone, SMS, email, DM.
• Send instant acknowledgement within 60 seconds.
• Classify lead intent: urgent, pricing, callback, spam, existing customer.
• Create or update the CRM/contact record automatically.
• Draft personalized follow-up based on the lead source and message.
• Set reminders for day 1, day 3, day 7, and day 14.
• Escalate hot leads to a human immediately.
• Log every touch so no lead disappears.

Simple first workflow

Start with inbound form or SMS → AI classification → instant reply → CRM row → human alert for high-intent leads.