Sales
5 follow-up automations that quietly close more deals
By the Founderlane team · · 5 min read
Most deals aren't lost — they're forgotten. A proposal goes out, nobody follows up, and the lead goes cold.
Automation one: a friendly check-in two days after a proposal is sent. Automation two: a reminder task for you if a lead hasn't replied in a week.
Automation three: an automatic thank-you and onboarding checklist the moment a deal is marked won. Automation four: a gentle payment reminder three days before an invoice is due.
Automation five: a quarterly check-in with past clients. It's the cheapest source of repeat revenue you'll ever find.