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.
Read every draft before it goes. A follow-up that sounds off can do more harm than no follow-up at all.
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.