CRM
Follow Up with Contacts Based on CRM Date
Keeping track of long-term follow-ups is tough when you're juggling hundreds of opportunities. Here's how to automate these follow-ups so you never miss a chance to reconnect.
Building Your Target Audience
Start by creating an audience based on follow-up dates in your CRM. Set it to trigger when the follow-up date is more than one day in the past. This means if someone asks you to check back in several months, they'll automatically enter your audience when that time comes.
Setting Up the Play
Create a play that triggers when contacts hit their follow-up date. Since you already have their information, no need to prospect - just focus on the people already in your list. You can even add Slack notifications to keep your team in the loop.
Creating Personalized Sequences
Set up simple sequences that acknowledge the previous conversation. Keep the messaging straightforward - remind them of their request for a future check-in and offer to show what's new. This makes follow-ups feel natural and timely.
By automating these follow-ups, you can maintain relationships at scale without letting opportunities slip through the cracks.
Similar plays
See how others are powering warm outbound with Unify.
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