98% of sales opportunities require some sort of follow-up before they convert into a customer. This fact alone underscores the critical importance of consistent and timely follow-ups in the sales process.

One of the key traits shared by the top 10% of successful sellers is their mastery of the follow-up. These elite performers ensure that they never leave a prospect hanging after an initial interaction. Here's how they do it:

1. Prompt Follow-Up Emails: Immediately after the first call, these sellers send a well-crafted email. This email should contain

   • Summary of the problem and need

   • Recap the solution

   • Highlight the Aha Moment

   • Similar example or proof of work

   • Attach Custom Collaterals

   • Answer Lingering Questions

   • Competitor Comparison

2. Setting up the Next Steps: They would also be sending invites for the next round of discussion or trial set-up.

3. Setting Reminders: They also set a reminder for the next follow-up. This ensures that they stay on top of their outreach and maintain momentum with the prospect.

‍But, what happens when you're handling multiple prospects at once? Handling tens of prospects simultaneously can quickly become overwhelming. The manual task of crafting follow-ups for each one can cause delays in sending these follow-ups and can result in lost opportunities, as prospects lose interest or move on to other options.

This is where AI agents make follow-ups happen almost instantly, and the burden of manual outreach is lifted off your shoulders. The AI Agent automatically performs all the activities for post-demo follow-up. It helps you cut your follow-up time from hours to minutes and you don’t have to make a lot of effort.

Here's how AI agents can automate your follow-up process:

• Automated Email Creation: The AI agent extracts key information from your meeting transcripts and creates a personalized follow-up email mimicking your style.

• Custom Collateral Generation: In addition to the email, the agent generates personalized presentations and documents to attach, ensuring your prospect receives all the relevant information they need to move forward.

• Get approval on Slack before sending: All of this information is sent to you via Slack so that you are always in control. You can review the follow-up, request changes, or approve it if everything looks good.

• Automated Follow-Up Scheduling: Once approved, the agent sends the follow-up email and schedules a reminder for your next interaction, ensuring no opportunity slips through the cracks.‍‍

The best part? The complete process can be customized according to the working style of your team. The AI agent can imitate your team’s processes and how they work, so that your team doesn’t need to learn any new process or tools.

‍With Locale’s AI Agents, users can configure a series of actions to be performed by the AI agent. Not only post-demo followups, Locale.ai’s AI agents can be used to automate a variety of sales processes such as Auto-updating CRM, Pre-meeting Prospect research, Prospecting and personalized outreach, Inbound lead qualification etc.‍

If you're intrigued by the possibilities and want to build a similar system for yourself or your sales team, we’re here to help.  Schedule a call to learn more about how AI Agents can help your team.