Follow-Up Automation Engine
Multi-touch, multi-channel follow-up sequences that run automatically—across email, WhatsApp, and SMS.
Most pipeline loss isn’t because reps don’t follow up—it’s because follow-up is inconsistent, manual, and hard to track. Orion’s Follow-Up Automation System standardizes sales follow up automation across channels, enforces a clear follow up cadence, and makes outcomes visible in your CRM.
What it does
Auto-schedule multi-touch sequences based on lead behavior
Email opened but no reply? Day 2: SMS. Day 4: WhatsApp. Day 7: LinkedIn message. All context-aware and logged.
Personalize each message using CRM + call intelligence
Pull company name, pain points mentioned on last call, proposal status — no generic “just checking in”.
Pause when rep takes manual action
If your rep calls or emails manually, Orion stops the automation to avoid doubling up.
Escalate stalled deals to leadership
If a high-value deal goes 7 days with no activity, your sales manager gets an alert with full context.
Track and report
Full audit trail in CRM → measure reply rates, meeting conversion, time-to-close by sequence.
Why it matters
- Prevent missed follow-ups and “silent pipeline decay”
- Improve response rates and meeting conversion
- Reduce manual chasing and task fatigue
- Create reliable accountability (who did what, when)
What you can configure
- Cadence steps by stage (new inbound, warm lead, proposal sent, dormant)
- Channel rules (WhatsApp vs email, timing windows, stopping rules)
- Reply handling and routing to the right rep
- SLA timers and escalation paths
- Templates, personalization rules, and CTA types
Metrics to track
- Reply rate by stage and channel
- Time-to-first-reply
- Follow-up completion rate
- Escalation rate (leads requiring intervention)
- Meeting rate from follow-up sequences
FAQ
What is follow-up automation?
A system that runs consistent sales cadences across channels, adapts based on engagement, and logs actions/outcomes for accountability.
Can Orion automate WhatsApp follow-ups?
Yes—Orion can support WhatsApp follow-up cadences and coordination with email.
How do you avoid spam?
By using stage-based cadences, stopping rules, opt-out handling, and escalation paths instead of endless messaging.