Intelligent Sales Follow-Up & Inbox Automation
Course Details
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The fortune is in the follow-up, but the manual labor is exhausting. This session tackles the "Leaky Bucket" problem; sales leads going cold simply because you forgot to check in. You will build a smart "Inbox Watchdog" that monitors your sent emails, detects who hasn't replied, and uses AI to draft hyper-personalized follow-up sequences. Crucially, you will learn to build Human-in-the-Loop systems where AI drafts the email, but you press send, giving you the speed of automation with the safety of human control.
- Stop the "Ghosting": Ensure every prospect gets a timely nudge without you having to set a calendar reminder.
- Contextual Persistence: Move beyond generic "Just bumping this" emails. Learn to use AI to reference previous context in your follow-ups.
- Reply Detection: Build logic that instantly stops the sequence when a prospect replies so you never look like a robot.
- Inbox Sanity: Clear the mental clutter of tracking who you emailed 3 days ago.
- Draft Mode Workflow: Sleep easy knowing the automation creates Drafts for your approval rather than auto-sending risky messages.
- Increase Touchpoints: Effortless increase in your average touchpoints per lead from 2 to 7.
Module 1: The Strategy of Smart Follow-ups (~20 min)
- The "Nudge" Logic: How to structure a 3-step sequence (The Bump, The Value Add, The Break-Up).
- Inbox Safety: Understanding daily sending limits, spam filters, and why "throttling" your automation is essential.
- The "Draft-First" Philosophy: Why we automate the writing but manually approve the sending for high-ticket sales.
Module 2: Instructor-Led Demonstration [Watch Phase] (~50 min)
In this module, the trainer builds the full workflow live, explaining the "Why" behind every click.
- The Watcher: Setting up a trigger that monitors your "Sent" folder for specific labels or threads.
- The Timer: Implementing logic that waits X days and checks: "Did they reply?"
- The Writer: Using AI to read your last email and draft a relevant follow-up that sounds like you.
- The Handoff: Creating a task in your CRM or creating a Draft in Gmail for final review.
Module 3: The Hands-On Guided Build [Build Phase] (~60 min)
Now it is your turn. We stop the theory and start the practice.
- Connecting the Inbox: You will securely connect your Gmail/Outlook to the automation tool.
- Building the Logic: You will construct the "If/Then" path (If Reply = False, Then Proceed).
- Prompting the Follow-Up: You will write the AI prompt that generates the email body (adjusting for tone: Friendly vs. Urgent).
- The Approval Loop: You will configure the workflow to save the output as a Draft in your actual inbox.
- Live Test: You will send an email to a test account, wait for the trigger, and watch the follow-up draft appear automatically.
Module 4: Troubleshooting & Optimization [Review Phase] (~30 min)
- Handling "Out of Office": How to teach your bot to ignore auto-replies so they don't trigger the "Stop Sequence" logic falsely.
- Deliverability Defense: Best practices to keep your automated emails out of the Promotions tab.
- CRM Logging: How to ensure these automated emails still get logged to HubSpot/Salesforce.
Module 5: Wrap-Up & Next Steps (~20 min)
- Recap of sequence timing strategies.
- Final Q&A.
Who should attend ?
- Account Executives managing active deals
- Founders doing founder-led sales
- Freelancers chasing invoices and proposals
- Recruiters following up with candidates
- PR Professionals pitching journalists
Post training resource
- Perpetual access to class recording
- Training slide deck (PDF)
- Certificate of Completion
- LinkedIn Achievement Badge
- Smart Follow-Up Workflow Blueprint
- The "Contextual Follow-Up" Prompt Library
- Inbox Deliverability Checklist
- CRM Logging Logic Guide
Participant Requirement
To ensure you can follow the live build step-by-step and leave with a functional automation, please ensure you have the following ready before the session begins:
- Laptop or Desktop Mandatory: Building workflows is not possible on mobile devices.
- Automation Tool: Access to an automation platform (make.com, n8n, zapier; free tier works).
- Email Account: A Gmail (Google Workspace) or Outlook account.
- Note: Personal Gmail (@gmail.com) connections to automation tools can sometimes be restricted by Google. A Google Workspace (business) account is recommended for the smoothest experience, though we will have workarounds for personal accounts.
- AI Access: Access to any AI model account (ChatGPT, Claude, or Gemini; free tier works).
- Browser: Updated Chrome, Safari, or Edge browser.
- Zoom Client: Installed and tested.
The UpskAill Training Standard
Our sessions use a No-Code, principles-first applied automation approach:
- The "Watch | Build | Review" Methodology: We don't just lecture. You watch the logic, build it yourself, and review it with experts.
- No-Code First: We focus exclusively on visual, drag-and-drop platforms. You will build sophisticated tools without writing a single line of code (Python/JS).
- Principles Over Tools: We teach automation logic (Triggers, Routers, Iterators) that works on any platform, not just the one used in the demo.
- Human-in-the-Loop: We reject "set it and forget it." All our workflows include safety checkpoints where humans verify AI output.
- Deployment Focused: You leave with a working system, not just theory.
At UpskAill, we believe the best teachers are active builders. This session will be led by a Senior Instructor from our certified expert pool—a practicing automation consultant who designs and deploys workflows for businesses daily.
Unlike traditional academic trainers, every UpskAill instructor is rigorously vetted for both technical mastery and operational experience. They are specialists in the specific module being taught, ensuring they can answer real-world implementation questions, not just recite theory. All our Senior Instructors are certified in the UpskAill 'Watch | Build | Review' methodology and hold advanced proficiency in:
- Generative AI: ChatGPT (OpenAI), Claude (Anthropic), Gemini (Google).
- Automation Orchestration: Make.com, Zapier, n8n.
- Business Systems: CRM integrations, API webhooks, and data security protocols.
Instructor Assignment: To ensure the highest relevance for each workshop, we assign specific instructors based on the industry mix of the registered cohort. You will receive your lead trainer’s full profile and direct credentials in your pre-flight welcome packet.
At UpskAill, we respect your schedule. We know that when you book a training session, you block out valuable professional time for it. That is why we operate with a 'Zero Cancellations' policy regarding instructor availability.
This profile represents our guaranteed backup protocol. For every scheduled live session, a fully qualified Senior Instructor is placed on 'Hot Standby', briefed on the specific cohort and ready to step in at a moment's notice.
In the rare event that your primary Lead Instructor faces a technical outage or personal emergency, this designated alternate takes over seamlessly. All Reserve Instructors hold the exact same Senior-Level Certifications and industry experience as our Lead Trainers, ensuring that the quality of your learning experience remains consistent, no matter what.
No. Every UpskAill session is a Live, Instructor-Led Workshop. You are not paying for videos you could watch on YouTube; you are paying for an expert to guide you through a build in real-time. We do not believe in passive learning, you will be "hands-on-keyboard" for the majority of the session.
Absolutely not. Our curriculum is "No-Code First." We focus exclusively on visual, drag-and-drop automation platforms. If you can draw a flowchart, you can build these workflows. We teach the underlying logic: Triggers, Routers, and Iterators; so you can apply these skills to any tool in your tech stack.
That is exactly why we cap cohorts at 15 seats. Our small class sizes ensure the instructor can pause to help delegates who hit a roadblock. We also follow the Watch | Build | Review methodology, meaning we verify your workflow functions before the session ends.
Because every workshop focuses on a different business function, the tech stack varies. Please refer to the detailed "Requirements" section listed on each specific workshop page (and inside the downloadable syllabus) for the exact list. Universal Requirement: You will always need a Laptop or Desktop computer (building workflows is not possible on mobile devices or tablets). Cost Note: We design our curriculum to be accessible. In the vast majority of cases, the Free Tiers of the required tools are sufficient for the live session.
We offer a flexible "48-Hour Cooling Off" period. Within 48 hours of booking: If you change your mind within 2 days of purchasing your seat, we will provide a full, no-questions-asked refund. After 48 hours: To respect our instructors' time, we do not offer cash refunds. However, your investment is safe. You can convert your ticket into a Lifetime Training Credit, allowing you to transfer your seat to a future date or gift it to a colleague at no extra cost.
Life happens. If you miss your scheduled workshop, you do not lose your money. You will automatically be issued a credit to re-book the same course (or a different one of equal value) in a future cohort.
Standard Deadline: Bookings generally close 7 days prior to the session date to finalize logistics. Late Entry: If a cohort is confirmed and has remaining seats, we may keep bookings open until 24 hours before the start time. We recommend booking early to secure your spot.
Yes. To ensure a high-energy, collaborative learning environment, we require a minimum of 6 delegates for a cohort to proceed. We confirm the session status 7 days in advance.
No. We operate a "Zero Cancellations" policy regarding our staff. We maintain Reserve Instructors on hot standby for every session. If a lead instructor falls ill or has an emergency, a fully briefed backup steps in immediately. Note: The only reason we would reschedule a session is if the minimum class size (6) is not met. in that case, your seat is automatically prioritized for the next date.
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