Unanswered proposals
Proposals remain open without a definitive answer or recorded next action.
30-Day Pipeline Re-engagement Pilot
Find out which stalled opportunities are still alive.
We re-engage a defined group of unanswered inquiries and proposals, identify who is still interested and give every suitable opportunity a clear status or next step. If the pilot proves worthwhile, the Follow Up Engine can manage the process continuously.
Built for companies with valuable inquiries, consultations or proposals that require multiple touches.
Pilot demonstration
See how the pilot works.
This illustrative walkthrough shows how a group of stalled opportunities is reviewed, re-engaged and organized—and how the Follow Up Engine manages the response when a prospect is still interested.
Illustrative system demonstration — not client-result data.
Follow Up Engine demo
Conversation restartedIntent identifiedCRM updatedNext action scheduled
The stalled pipeline
Not every opportunity is lost. Many simply never reached a clear outcome.
A consultation happens. A proposal is sent. The prospect says they need time, or stops responding. Eventually the opportunity is buried beneath newer work, even though nobody confirmed whether the answer was yes, no or later.
Interested, but not yet
Prospects who need more time are easily contacted too early, too late or not at all.
CRM drift
Pipeline stages stop matching the real conversation and staff rely on memory.
The problem is not simply sending another reminder. It is knowing what the prospect said, deciding what should happen next and keeping the pipeline accurate.
A defined 30-day pilot
A measurable starting point—not an open-ended automation project.
The pilot begins with one defined group of suitable inquiries or proposals from the client’s existing pipeline. Over 30 days, the records are reviewed, re-engaged and moved toward a clear outcome wherever possible.
Select
Choose an agreed group of suitable unanswered inquiries, consultations or proposals, normally from the previous 90–180 days.
Prepare
Review available conversation history, remove unsuitable contacts and configure the approved messaging, timing and handoff rules.
Re-engage
Contact the approved prospects and manage responses according to their stated intent.
Measure
Provide a clear summary showing what happened across the pilot and which prospects require a sales-team response.
Pilot measurements
At the end of the pilot, you will know what happened.
The summary reports the outcome categories below. These are measurements, not projected results.
Suitable records reviewedProspects re-engagedResponses receivedInterested nowInterested laterSales conversations restartedConfirmed lostUnresponsiveInvalid or unsuitable records
Not every old prospect will respond, and not every response will become a sale. The purpose of the pilot is to stop guessing: work the suitable opportunities, surface remaining intent and establish a clear picture of what is actually sitting in the pipeline.
More than a reminder sequence
A reply should change what happens next.
Basic automation
- Sends the same sequence to everyone
- Stops when a response arrives
- Leaves interpretation to staff
- Often leaves the CRM unchanged
- Cannot reliably manage “not yet” timing
Follow Up Engine
- Uses approved business and conversation context
- Interprets the prospect’s stated intent
- Changes the next action based on the response
- Updates agreed CRM fields and stages
- Schedules appropriately timed follow-up
- Notifies the team when judgment or closing is required
Illustrative example
“We’re still interested, but the project has been delayed until November. Could you check back near the end of October?”
System actions
Stage changed to “Interested — Later” • Generic follow-up paused • Next action scheduled for late October • Conversation summarized in the CRM
Fit
Built for businesses where a single opportunity is worth following properly.
Suitable when
- The company generates consistent inquiries, consultations or proposals
- A typical sale is worth several thousand dollars
- Prospects commonly need multiple touches before deciding
- The team uses a CRM, inbox or structured pipeline
- A team member can take over qualified conversations
Not suitable when
- The company has very little inbound demand
- Every transaction happens immediately
- There is no existing pipeline to work from
- Nobody can handle interested prospects
- The company expects guaranteed recovered sales
Why it was built
Built from real performance-marketing and operating experience.
Jake Bhatt has spent more than seven years managing paid acquisition and the systems surrounding it, including millions in advertising spend. He also built an ecommerce business from zero to $1.4 million in retail sales and has developed practical CRM, reporting, API and workflow systems.
That experience revealed a recurring gap: businesses invest heavily in generating demand, but the process between the initial inquiry and a final decision is often inconsistent.
Follow Up Engine is designed to manage that gap.
This is founder experience, not Follow Up Engine client-result proof.
Starting scope
30-Day Pipeline Re-engagement Pilot
One defined workflow, a controlled group of suitable records and a clear summary at the end.
What the pilot includes
- One defined group of 30–100 suitable records
- One agreed inquiry or proposal workflow
- Email-based re-engagement
- One supported inbox
- One supported CRM or structured pipeline
What gets managed
- Approved messaging and follow-up logic
- Response classification
- CRM status and next-action updates
- Qualified human handoff
- End-of-pilot summary
Pilot scope and fixed price are confirmed after reviewing the record volume, CRM and available conversation data.
Optional continuation
If the pilot proves valuable, keep the process running.
The initial pilot works the existing backlog and produces measurable evidence. The ongoing Follow Up Engine applies the same logic to new inquiries and proposals, keeping follow-up, CRM stages and next actions current before another backlog develops.
Ongoing management is a natural second stage, not a required commitment.
Ongoing Follow Up Engine plans
Continue with the channels that fit your sales process.
These optional ongoing plans are available after a successful pilot. Monthly billing starts when the ongoing system goes live. Both plans are month-to-month and include management of the agreed workflow.
Every inquiry followed up. Every next step tracked.
Founding client pricing — first 3 clients only.
$297/month USD
One-time setup from $750 USD. Month-to-month — cancel anytime.
Starting setup covers one location, one supported CRM connection and agreed email follow-up workflows. Additional integrations or custom workflows cost extra. Your full setup price and scope are confirmed before you commit.
- Standard agreed setup and testing
- Managed email follow-up and sending inbox
- CRM stages, fields and next actions agreed during scoping
- Monitoring, maintenance and workflow adjustments
- Intent routing and human handoff logic
- Portal for separately scoped automation requests
Includes 300 follow-up conversations per month. Additional conversations are $0.50 each. Email channel only; no SMS. Best when email is where inquiries, estimates and proposal follow-ups already happen.
Fast replies by email and text. CRM kept current.
Founding client pricing — first 3 clients only.
$497/month USD
Email + CRM plus SMS for $200 more per month.
One-time setup from $1,000 USD. Month-to-month — cancel anytime.
Starting setup covers one location, one supported CRM connection and agreed email and SMS follow-up workflows, including standard SMS configuration. Additional integrations or custom workflows cost extra. Your full setup price and scope are confirmed before you commit.
The setup fee covers number provisioning and A2P carrier registration required before SMS can be sent.
- Everything in Email + CRM
- Dedicated SMS line with a local area code
- Two-way SMS monitoring and reply handling
Includes 300 follow-up conversations per month. Additional conversations are $0.50 each. Messaging and carrier fees are included, with no separate Twilio bill. Best when response speed matters across email and text.
Your CRM subscription is not included. US A2P registration typically takes one to three weeks; email can go live while approval is pending.
Common questions
What to know before reviewing the pilot.
What does the 30-day pilot cover?
The starting scope is one agreed email-based inquiry or proposal workflow, 30–100 suitable records, one supported inbox and one supported CRM or structured pipeline. The exact records, workflow and fixed price are confirmed before work begins.
Will every old prospect respond?
No. Some prospects will remain unresponsive or will no longer be interested. The purpose is to provide suitable opportunities with structured re-engagement, identify which conversations remain viable and ensure the pipeline reflects what is actually happening.
What types of opportunities can be re-engaged?
Suitable records can include past inquiries, completed consultations, unanswered estimates or proposals, and prospects who previously asked to be contacted later.
Does this replace our CRM?
No. Follow Up Engine works with a supported CRM and manages the agreed fields, stages and next actions. Compatibility is confirmed during scoping.
Does this replace our salesperson?
No. The system manages consistent follow-up and pipeline administration. Interested prospects and conversations requiring judgment are routed to the team.
What happens when someone is interested?
The agreed CRM stage and next action are updated, irrelevant follow-up stops, and the appropriate person is notified or the prospect is directed to booking.
Can it follow up at a later date?
Yes. The workflow can record future timing, pause the generic sequence and schedule the appropriate later action.
What information is required to begin?
You provide access, relevant business information, the starting records, the sales process and approval of the workflow and messaging. Technical implementation and testing are handled for you.
Can it work with our existing inbox and CRM?
It can work with supported inboxes and CRMs. Compatibility, access requirements and available actions are confirmed before the scope is finalized.
How is the final scope and price determined?
The final setup fee depends on the starting records, existing systems, integrations, channels and workflow complexity. A fixed setup quote and written scope are provided before you commit.
Start with one defined group
How many opportunities are sitting without a clear next step?
Start by reviewing one defined section of the existing pipeline. We will determine whether the records are suitable for a 30-day re-engagement pilot and provide a fixed scope before anything begins.