Our lead follow-up feature is exactly what it sounds like — when a lead comes in that’s being handled by your AI Employee, if the lead stops responding, you can configure a series of follow-up messages to attempt to re-engage with the lead. It’s a critical part of our customer’s strategy to keep leads warm and convert them at a higher rate.
We launched a version of AI lead follow-up last year and have made a ton of improvements based on customer feedback. Here are some key ones:
- Maximum of 2 total follow-ups → unlimited followups
- Fixed follow-up schedule → fully customizable schedule
- Single template follow-up message → AI-generated messages
- Limited control to cancel follow-ups → robust control
- Single follow-up cadence for all inquiries → multiple cadences
Our new lead follow-up feature is built into Podium’s powerful automations platform, which gives us access to a number of useful features like the ability to filter follow-up messages based on CRM status.
You can set up our new and improved Lead Follow-up automation yourself in the Podium platform. Log into Podium, click Settings, then click AI Employee. You’ll see a new Settings section for Lead Follow-up. If you already used our previous version of Lead Followup, you will be able to see the Automation and make any changes you want, such as adding additional follow-up attempts, or changing the follow-ups from template messages to AI-generated messages. If you haven’t used our previous version, you’ll see a flow walking you through the process of setting up your Automation, along with the ability to customize things like cadence and filtering.
That’s just a few highlights of our new lead follow-up feature. As always, if you have any questions about how to use this feature or are interested in Podium’s AI Employee for your business, reach out to your Customer Success Manager or Onboarding Manager at Podium. We’re really excited about the improvements and hope you are too.