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Keep the next step attached to the enquiry.

A useful follow-up starts with context: what the customer asked, what has already happened and what your team has agreed to do next. Sales Follow-Up is an included managed agent that Titus can coordinate within your configured enquiry workflow.

Discuss this workflowSee an example

01

Choose the trigger and the owner

Define the event that makes a follow-up appropriate: an enquiry ready for a response, a requested next step or another agreed point in your process. Identify the information needed and the person responsible for the relationship.

A captured lead should not automatically become a sequence of messages. Agree when the workflow should prepare a draft, request approval or take a permitted action. Missing context and duplicate enquiries need a defined path to review.

02

Contact permissions come first

Discuss the channel, contact permission and business rules before activating outbound follow-up. The setup must account for replies, opt-outs, contact restrictions and the point at which further automation should stop.

An address or telephone number in an enquiry is not a blanket instruction to run a marketing campaign. The available sending channel and actions must be confirmed for your deployment. This page is not a promise of universal email, SMS or CRM integration.

03

Carry useful context to a person

Decide which replies or situations need human judgment. A request for a different service, a pricing exception or a conversation ready for personal attention should reach the agreed owner with the relevant enquiry history.

If Receptionist is connected, Titus can coordinate an agreed handoff from initial intake to follow-up. All agents are included. Each configured role needs its own instructions, access and acceptance checks; the handoff is not activated by a website example.

04

Review outcomes rather than message counts

Before launch, define the next step you want the workflow to support and the conditions that show it happened. A sent message is not proof of a qualified lead, booked appointment or completed sale.

Test a normal enquiry, a reply, an opt-out, a missing-detail case and a failed delivery using an agreed safe method. Confirm the workflow, usage and commercial terms before starting. No conversion rate, revenue gain or fixed response-time outcome is guaranteed here.

Illustrative workflow

An enquiry needs an agreed follow-up

  1. 01

    The configured intake supplies the enquiry and permitted contact details.

  2. 02

    Sales Follow-Up prepares the next step using the agreed instructions.

  3. 03

    A restricted message or exception goes to the chosen person for approval.

  4. 04

    Replies and stop conditions follow the configured handoff rules.

Explore the interactive Titus examples →

An example to discuss during setup. Available actions depend on the connected systems, selected agents and approval rules configured for your business.

Before you start

Is this a bulk marketing service?

This page describes scoped enquiry follow-up. Campaign requirements, audiences, permissions and supported channels need a separate discussion.

Can a person approve messages first?

Yes. Agree which actions need approval and who reviews them as part of the workflow design.

Will it work with my current CRM?

That needs a capability and access check. Bring the system name and the specific information or action required; we confirm support before promising a connection.

Bring one task you want help with.

Tell us how it works today, which systems are involved and where a person must make the decision. We will confirm the scope, available actions and commercial terms before you start.

Discuss your setup