We could have started with any AI employee. We picked follow-up, on purpose.
We run a free CRM diagnostic at doineedacrm.com. 457 businesses have described their situation. In 248, the same problem: enquiries and quotations nobody follows up on. Not a lead problem. A follow-up problem.
Their words, not ours. See for yourself.
“I keep losing track of follow-ups, customers chase me.”
Bakery · Manchester · ~30 enquiries/mo
Read the diagnosis →“I am the only sales person, quoting the jobs. Follow ups are dropped, not enough new inquires hitting the door.”
Aluminium anodizing · 2 B2B enquiries/mo
Read the diagnosis →“I have to maintain a sheet for tracking our quotations, one sheet for maintaining the hot leads, and track of customer conversations. And yes, definitely I keep sometimes forgetting on following up as well.”
B2B pharma exports · 4–6 month cycle
Read the diagnosis →“Once the QB estimate is sent out, there is no follow up, unless if they reach back out to us.”
Window fitter · free estimates
Read the diagnosis →“Everything lives in my DMs and a Notion page, and I keep forgetting to follow up with people who asked for quotes.”
Interior design studio · ~40 enquiries/mo
Read the diagnosis →“il problema più grosso sono i follow up mancati e la visibilità totale su quello che succede”
the biggest problem is the missed follow-ups, and total visibility on what's happening
Construction firm · Italy · 30–40 deals/yr
Read the diagnosis →“Trials are forgotten because we use WhatsApp + Google Calendar with no tags.”
Yoga studio · Lisbon · 35 trials/mo
Read the diagnosis →“We need a way to track customers and bids, and do follow up after bids are sent out.”
Utility contractor · 6 estimators
Read the diagnosis →“…having trouble tracking specific client notes and open items and following up and no visibility on sales funnels…”
CPA and RIA firm
Read the diagnosis →“I need a sales team to track leads coming from WhatsApp, Instagram, calls, web forms, and referrals without losing follow-ups or context.”
B2B sales · WhatsApp, Instagram, calls
Read the diagnosis →“Looking for follow up reminders, pipeline and tracking of previous sales, demos, and quotes.”
B2B equipment · 5-year buying cycles
Read the diagnosis →“…preparing quotations for new or old customers and tracking their progress aswell…”
Surgical & diagnostics wholesaler
Read the diagnosis →“Follow-up reminders, auto-creating tasks, a nudge when a deal's gone quiet.”
SaaS · property & hospitality · team of 8
Read the diagnosis →“We have one inside salesperson dedicated to prospecting and follow up to customers.”
Plastics equipment rep · 5 salespeople
Read the diagnosis →“…follow up with existing retailers to remind them when it's time to reorder as well as to reach out to new leads.”
Wholesale product brand · trade shows
Read the diagnosis →“Needs reminders to follow up, needs easy access to contacts, needs integration with gmail.”
Web design & SEO agency
Read the diagnosis →“…trying to keep track of leads + client outreach + follow ups and email campagins and keeping track of how far each campaigns is…”
Influencer marketing agency
Read the diagnosis →“We want to be able to auto text leads, follow up with previous customers, and blast sales texts.”
Mobile car detailing
Read the diagnosis →“manage my whatsapp contacts and have better conversations with followup reminders and notes”
Solo operator · WhatsApp
Read the diagnosis →“lead follow up and intelligent documentation”
Solo consultant · 50–200 enquiries/mo
Read the diagnosis →
Your leads aren’t the problem. Your follow-ups are scattered everywhere.
WhatsApp. Email. Calls. Spreadsheets.
Our data showed that 96 of 154 businesses with follow-up problems were handling enquiries across 3+ channels.
So this happens
- Enquiry
- Quotation
- “Follow up next week”
- Everyone gets busy
- Opportunity disappears
You don’t need thousands of leads for this to hurt.
You just need one valuable quotation nobody followed up on.
What if follow-up didn’t depend on memory?
Meet your AI Sales Follow-Up Employee.
It keeps track of every opportunity and tells your team exactly:
So instead of this
- “Did anyone follow up with them?”
- “What did we promise them?”
- “Which quotation should we chase?”
- “That lead just went cold.”
You get this
- Who
- Raj (Procurement), Acme Industries
- When
- Tomorrow
- Why
- Procurement was expected to review this week.
- Nudge
- Tomorrow, 9:15 AM
Every opportunity. Context intact. Next step clear.
Because no two businesses work the same way.
- Your customers are different.
- Your sales process is different.
- Your follow-up rules are different.
- Even what makes an opportunity worth chasing is different.
And that’s exactly what makes AI interesting.
AI can understand context.
It can understand how your business works, what your team cares about, and what your customers need.
So we’re not giving you another generic system.
We’re helping you build an AI Employee around your business.
Your customers. Your context. Your rules.
Build your first AI Employee in 3 hours.
This is not a webinar where you watch someone talk about AI.
It’s a live, interactive workshop where we build your AI Sales Follow-Up Employee together.
- 01
Hire
Define the job.
Use our ready-made AI Employee Job Card to tell your employee what it needs to know, what it owns, and how it should work.
- 02
Train
Give it your business context.
Bring in customer data, conversations and opportunities so your employee starts understanding how your business works.
- 03
Put it to work
Turn context into action.
Your employee identifies WHO needs attention, WHEN to follow up, WHY it matters, and when to NUDGE you.
- 04
See the big picture
See what deserves attention.
Walk away with a dashboard showing your follow-ups, opportunities, priorities and next actions.
After 3 hours, you don’t leave with notes about AI.
You leave with your first working AI Employee.
No coding required · No AI experience required · Just bring your laptop
We’ve been solving business systems for a while.
Before AI Employees, we spent years helping businesses implement CRM, automation and business processes.
Unisys
Hinduja Global
Verra
Karnataka Govt
Altem
Cardinal Aluminum
Membean
1-800-Extrude
Attentus
Autorox
BestTVChoice
Bob Brooks School
Bodyology
Challis Capital
Collegify
Cultuzz
Global Capital
Gotcha Covered
Kisan
Levven
MarTech DSS
MD Team
Gubbi
RecommendedHotels
Tandem Interactive
Tollo System
Wiethe
A state government. A global BPO. Manufacturers on four continents.
Is this workshop for you?
This is for you if…
- You run or manage a B2B business
- Your enquiries come through WhatsApp, email, calls, or multiple places
- You send quotations or proposals to customers
- Closing a sale usually takes more than one follow-up
- Customer context is scattered across people, chats, inboxes and spreadsheets
- You want AI to understand how your business works, not just give you generic answers
This is probably not for you if…
- You’re looking for a passive AI webinar
- You just want prompts, hacks or ChatGPT tips
- Your business doesn’t depend on enquiries, quotations and follow-ups
- You don’t want to build alongside us during the workshop
- You’re looking for someone to implement everything for you
- You don’t have real customer conversations or opportunities you can use during the workshop
If your business runs on conversations, quotations and follow-ups, this workshop was built for you.
The Working AI Employee Guarantee
You leave with a working AI Employee. Period.
This is a build-with-us workshop, not a presentation.
By the end of the 3 hours, your AI Follow-Up Employee will be up and running and working with your business context.
And if you can’t get it working during the workshop?
We’ll personally help you complete the setup afterward, at no additional cost.
No slides and good luck.
Your AI Employee, working.
Why only 12 businesses?
Because this isn’t a webinar.
We’re not presenting to a room of 100 people and sending you home with a recording.
We’ll be building alongside each business, helping you configure your AI Employee around your own context and making sure you get it working.
That requires hands-on attention.
So for the founding cohort, we’re limiting the workshop to
12 businesses. That’s it.
Up to 2 people from each business can attend.
Once those 12 businesses are in, registration closes for this cohort.
Everything you need to hire your first AI Employee.
In one live, interactive workshop, we’ll build it with you from start to finish.
What you get
3-Hour Live Interactive Workshop
Build your AI Employee alongside us, step by step.
Your AI Follow-Up Employee
Built around your customers, your process and your business context.
AI Employee Job Card
Define exactly what your AI Employee needs to know and do.
WHO · WHEN · WHY · NUDGE System
Turn scattered customer conversations into clear next actions.
Opportunity Prioritisation
Know which opportunities need your attention first, and why.
Follow-Up Dashboard
See what needs attention today without digging through chats, emails and spreadsheets.
Templates + Workshop Materials
Keep everything we use so you can continue building after the workshop.
Working AI Employee Guarantee
If you get stuck, we’ll help you complete the setup at no additional cost.
Founding Cohort
₹1,999 / business
Bring up to 2 people from your business.
This is a hands-on workshop. We’ll be building alongside you, so the founding cohort is capped at 12 businesses.
Tuesday 8 September · 10:00 AM – 1:00 PM IST
Live · Interactive · No coding required · Limited seats