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Sales

Lead Follow-up with AI

Automatically follows up leads with personalized messages via email, LinkedIn and WhatsApp. Helps sales teams respond faster and keep more leads warm.

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SaaSProfessional ServicesB2B MarketingConsultancy

At a glance

Up to 10 hours/week

time saving

Up to 7x within 3 months

expected ROI

Live in 2 weeks

from intake to production

GDPR-compliant

EU hosting & human-in-the-loop

Time savings and ROI are indicative and depend on your process, data and volume.

Before & after

From manual to automatic

Without AI Agent

Leads are followed up too late or inconsistently

  • Sales teams often respond hours or days after a lead comes in, causing interest to decline.
  • Manual follow-up via multiple channels (email, LinkedIn, phone) is time-consuming.
  • Leads that don't convert immediately disappear without nurturing.
With Lead Follow-up

Automatic multi-channel follow-up with human contact

  • Sends a first response within 5 minutes via the channel where the lead came in (form, LinkedIn, etc).
  • Plans follow-up messages based on behavior: no response = reminder, interaction = forward to sales.
  • Personalizes messages with company info and context from the CRM for relevant communication.
  • All communication happens via Dutch servers and complies with GDPR requirements for marketing automation.

Workflow

How it works

See how the agent moves through the process step by step — you stay in control of every decision.

Workflow in action

Lead Follow-up · Automated lead nurturing and follow-up

Detect lead arrival

api

Step 1 of the automated process.

Send first response

analysis

Step 2 of the automated process.

Monitor behavior

data

Step 3 of the automated process.

Plan follow-up

output

Step 4 of the automated process.

Forward to sales

api

Step 5 of the automated process.

0

Steps completed

5

Total steps

What it delivers

Respond faster and increase lead-to-meeting conversion

The agent ensures no lead is forgotten and everyone gets a timely, relevant response. Sales decides when to take over personal contact. Result: more warm leads that actually turn into conversations.

<5 minutes
Response Time

automatic first response

Up to 10 hours/week
Time Savings

per sales person on manual follow-up

Measurably higher
Lead Engagement

through faster and consistent follow-up

Figures are indicative and depend on your processes and volume.

Integrations

Works with your software

Integreert met CRM-systemen, marketing automation tools en communicatiekanalen voor seamless lead management.

CRM & Sales

HubSpotSalesforcePipedriveMicrosoft DynamicsCopper

Marketing Automation

MailchimpActiveCampaignMarketoPardot

Communicatie

LinkedInWhatsApp BusinessEmailSMS (MessageBird)

Lead Sources

Website formsLanding pagesLinkedIn Lead GenGoogle Ads
Frequently asked questions

Frequently asked questions

Don't leads notice that it's automated?

First messages are personalized with the company name and context from the form, so they read as human and relevant — once a lead shows interaction, sales can take over for personal contact. Many leads actually appreciate the fast response.

Can we customize the messages and timing ourselves?

Yes, all message templates are customizable and you set the timing yourself, for example day 1, day 3, day 7. The tone of voice and escalation to sales are also configurable per campaign or lead source.

How does the agent prevent spam or overly pushy messages?

You set the maximum number of messages yourself, for example a cap of three follow-ups, and the agent stops automatically upon response or opt-out. We respect do-not-contact requests and follow GDPR guidelines for marketing automation.

Does this also work for leads coming in via LinkedIn?

Yes, the agent can respond to LinkedIn Lead Gen forms and connection requests with approved messages. LinkedIn has strict automation rules, so only permitted API integrations are used.

When is a lead forwarded to a sales person?

You set the trigger yourself — for example upon an email reply, a click on a meeting link, or a certain engagement score. The agent sends a notification to the right sales person via CRM or Teams.

What does it cost and how long does implementation take?

Standard agents like this start from €2,500, or from €5,000 for a fully custom build, with a free AI scan available as a starting point. Implementation typically takes about 2 weeks.

How is lead data protected, and which systems does this connect to?

All communication runs through EU-based infrastructure and complies with GDPR requirements for marketing automation, with a data processing agreement available on request. The agent connects to your CRM — HubSpot, Salesforce or Pipedrive — plus marketing automation tools and channels like email, LinkedIn and WhatsApp Business.

No matching agent? Have a custom AI agent built

Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.

Erwin Berkouwer, founder of UnifyAI

You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.

Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.

Read more about Erwin and the way we work

Get started with Lead Follow-up

Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.

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