Today's list
Surfaces who to contact today from stage, bookings, and last contact.
Key features
Message suggestions
Suggests a draft that fits that specific customer.
Re-engagement sequences
Follows up with non-responders automatically at set intervals.
Reaction tracking
Opens, clicks, and replies reveal who to prioritize.
How it works
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Step 1 · Build today's contact list
BOTN reads each deal's stage, scheduled appointments, and last-contact date to surface only the customers you should reach today in your To-Do list. A lead who got a quote three days ago, or one who went quiet after a call, floats to the top automatically. No more wondering who to follow up with.
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Step 2 · AI drafts the message
BOTN AI writes a follow-up draft that fits each customer's stage and prior conversation. It sets the right tone whether it's a quote reminder or a nudge to a non-responder. A human reviews and sends, so no awkward auto-messages ever go out.
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Step 3 · Re-engage non-responders with sequences
Customers who don't reply are nudged again by an email sequence at set intervals. After a campaign, BOTN separates opens, clicks, and non-responses so follow-up starts with the people who engaged. Leads that used to go cold from neglect get carried to the finish line by the system.
What is follow-up automation?
The system remembers each customer's 'time to reach out again' and surfaces it as a task and message when the moment comes — instead of relying on your memory and notebook.
The problem with manual follow-ups
Three days after a quote, a week after a meeting, a month before renewal. That timing lives only in your head and slips by on busy days. You remember sending — but miss who responded.
How BOTN finds who to contact today
BOTN looks at deal stages, bookings, and last-contact times to build your 'today' list. Just follow it, and fewer customers fall through.
Per-customer message suggestions
Once you know who to contact, BOTN AI drafts a message that fits their situation. No blank page means faster outreach.
Campaign follow-ups
After a campaign, BOTN separates openers, clickers, and non-responders and continues outreach with automatic re-engagement sequences.
Solo rep & team examples
Solo reps start each day with the 'today's follow-ups' list. Teams standardize stage follow-up rules so outreach never breaks when owners change.
Who uses it
Running 30-50 deals alone, it's easy to lose track of customers to chase after a quote. BOTN preps today's contact list and AI drafts every morning, so you just review and send the moment you sit down. The system owns the follow-up instead of your memory.
When every rep follows up on their own timing, deals leak. The moment a consultation is booked, an automation rule creates a task for the owner and shows every missed follow-up by stage. Managers instantly see who is dropping which customer.
What you get
- Reduce missed post-quote and post-meeting follow-ups.
- Auto-select who to contact each day.
- Cut message-writing time with AI drafts.
- Re-engage even silent leads through sequences.
FAQ
Can I set the follow-up timing myself?
Yes. Define timing as a rule like 'three days after a quote' and the task appears automatically.
Does it help with what to say?
BOTN AI drafts a message that fits the customer's situation; review and send.
How are non-responders handled?
Automatic re-engagement sequences continue outreach at set intervals.
Can I use it for free?
Start free; sequences and more can be unlimited on paid plans.
Are messages sent automatically?
By default BOTN AI only prepares the draft; the actual send happens after your rep reviews it. That said, email sequences can be set to send automatically at the intervals you configure.
Which customers show up in 'Today's To-Do'?
BOTN decides automatically based on deal stage, scheduled appointments, and last-contact date. For example, leads with no reply three days after a quote, those with a consultation booked today, or anyone who has gone quiet are prioritized.
Let BOTN handle today's follow-ups
Start free and stop losing warm customers.
Start free