Problem
Pilot teams told us two numbers before inviting us in: 37% of opps stalled after the first reply and 42% of cadences stopped three steps early. Reps wanted to follow up, but without enrichment or nudges they defaulted to “I’ll get to it later.” Managers only saw the fallout at the end of the week when pipeline reports dipped.
Process
- Connect CRM + sequences – We sync opportunity stages, tasks, and template libraries so automations know the right next step per persona.
- Auto-enrich and prioritize – Every net-new reply is enriched (firmographic data, intent signals, prior touches) in under two minutes, then scored for urgency.
- Draft + schedule – We assemble a personalized nudge using the rep’s own tone, attach the enrichment snippets, and schedule reminders if the rep hasn’t reviewed within 6 hours.
- Monitor completion – Dashboards highlight cadences drifting behind SLA so RevOps can intervene before leadership reviews.
Examples
- Cadence save – An AE in Boston missed two follow-ups on a $42K deal because the account went dark during SKO week. Automation noticed no reply within 36 hours, pulled mutual connections, and dropped a reminder with pre-written copy. Reply landed 30 minutes after the rep hit send.
- Queue triage – SDRs running inbound were juggling 24 opps a week. The automation sorted leads into “reply now,” “research needed,” and “waiting” buckets. Reps started tackling the short list first and average reply time dropped from 3.2 days to 19 hours.
Benefits
- +22% reply lift in the first 30 days once cadences stop stalling after step two.
- 18 hours per week returned (6 reps × 3 hours) because manual research and reminder creation disappear.
- 96% follow-up completion rate compared to 58% before launch—far less leakage in the funnel.
Caveats
- Automations still need clean CRM tasks. If reps never log calls or update stages, reminders will point to stale records.
- Drafts aren’t “send without review.” Reps spend ~5 minutes personalizing tone before clicking send to keep copy on brand.
- Compliance teams may require approval for new templates; we ship change logs so nothing goes live without their sign-off.
CTA
Want to see your sequences mapped and nudged before reps forget? Book a calm-working session and we’ll walk your RevOps lead through the exact flow above.