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Sales

Sales Follow Up Blueprint

The biggest sales leak isn't a bad pitch — it's silence. A lead fills your form on Friday, your rep means to call Monday, and by Wednesday they've signed with whoever called back first. This blueprint puts every new lead on a 2-hour response clock and escalates the moment a rep goes quiet, so no enquiry dies in an inbox.

This ready-made workflow gives every new lead to a rep with a 2-hour reply deadline. If there is no action, the rep is reminded, the manager is told after 4 hours, and the lead moves to the next rep after 8 hours. It stops as soon as the lead replies.
AUTOMATION FLOW

How the blueprint works

Trigger
New lead enters CRM
Step 1
A new lead enters your CRM — from a form, WhatsApp, or email
Step 2
OONH creates a follow-up task for the assigned rep with a 2-hour SLA timer
Step 3
No action in 2 hours → OONH reminds the rep automatically
Step 4
Still nothing after 4 hours → the manager is notified
Step 5
After 8 hours → the lead is auto-reassigned to the next available rep
Step 6
The moment the lead replies, the chain stops — no awkward double follow-up

Expected Result

Every lead gets a reply on a clock — and it escalates the moment a rep goes quiet.

OTHER BLUEPRINTS
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Bring one real case — a stuck invoice, a dropped lead — and we build this workflow live on your data. Founder-led, no self-serve signup.