Send the follow-up
The assistant writes a follow-up for each deal from its stage and your last conversation. You decide which ones go. Then HubSpot gets a note, so the pipeline stays accurate.
The best follow-ups mention something real: the deal stage, the last question, the promised date. The assistant pulls those from both places, which is why the messages read as personal rather than generic.
A follow-up that mentions the last conversation gets answers; a generic “just checking in” gets ignored. The assistant does the remembering, so every message feels personal without the extra work.
- 1
Draft the follow-ups.
PromptDraft a short, friendly WhatsApp follow-up for each deal, based on its stage and our last WhatsApp conversation. Number the drafts. Don't send anything. - 2
Send only the ones you approve.
PromptSend drafts 1 and 3. - 3
Log it on the deals.
PromptAdd a note to deals 1 and 3 in HubSpot: "WhatsApp follow-up sent today."
Keep it small. Follow up with a handful of deals at a time, and always read the drafts. Never let a bulk send run on a real pipeline.