Stop Losing Sales Because Follow-Ups Get Missed
AI-Powered Sales Follow-Up Automation
Automatically collect open opportunities from your CRM, prepare personalized follow-up emails, route them for approval, and send them to customers—all from one automated workflow.
Save time. Maintain control. Follow up consistently.
[Schedule a Free Automation Consultation]
Is Your Team Spending Too Much Time on Follow-Up Emails?
Sales representatives often spend hours:
- Reviewing open opportunities
- Finding customer contact information
- Writing repetitive follow-up emails
- Tracking which customers were contacted
- Waiting for managers to review messages
- Manually sending approved emails
My AI-powered workflow automates this process while keeping a person in control of every outgoing message.
How It Works
1. Collect Open Opportunities
The workflow automatically connects to your CRM and retrieves current deals, contacts, sales stages, amounts, and other relevant information.
2. Organize Deals by Customer
Multiple open opportunities belonging to the same contact are grouped together so the customer receives one clear, consolidated message.
3. Draft a Personalized Email
Artificial intelligence prepares a professional follow-up email using the actual information associated with that customer and their open opportunities.
4. Send It for Human Review
The draft is sent to an authorized employee or manager for approval.
The reviewer can approve or reject the message before anything is sent to the customer.
5. Send the Approved Email
Once approved, the workflow automatically delivers the follow-up email and continues processing the remaining contacts.
The Business Benefits
Save Employee Time
Reduce the hours spent reviewing CRM records and manually preparing emails.
Improve Follow-Up Consistency
Make sure open opportunities are reviewed and followed up on according to a reliable schedule.
Keep People in Control
AI prepares the draft, but your team approves the message before it reaches the customer.
Consolidate Customer Communication
Customers with several open opportunities receive one organized message instead of multiple disconnected emails.
Scale Without Adding Administrative Work
Process five, fifty, or hundreds of contacts through the same automated workflow.
Built Around Your Business
This is not a one-size-fits-all email tool.
The workflow can be customized for:
- Your CRM
- Your sales stages
- Your products and services
- Your email templates
- Your approval process
- Your staff and departments
- Your reporting requirements
- Your follow-up schedule
It can integrate with platforms such as HubSpot, Gmail, Microsoft 365, databases, APIs, Google Sheets, and other business systems.
Why Work With Kenneth Roach?
I bring more than 20 years of professional software development, database, reporting, and systems-integration experience.
I combine traditional software-engineering practices with modern AI and workflow-automation tools to create solutions that are reliable, understandable, and designed around real business processes.
My experience includes:
- Custom software development
- SQL Server and database integration
- REST APIs and JSON
- CRM and business-system integration
- AI-assisted workflow design
- n8n automation
- Reporting and data processing
- Ongoing technical support
AI helps accelerate development, but every solution still requires proper workflow design, integration, testing, troubleshooting, and business understanding.
Available Services
Workflow Discovery
We identify repetitive tasks, bottlenecks, and opportunities for automation.
Proof of Concept
I create a working demonstration to validate the idea before a larger implementation.
Full Implementation
The workflow is configured, tested, documented, and connected to your business systems.
Training and Support
Your team receives training, troubleshooting assistance, monitoring, and ongoing workflow improvements.
Investment
Every workflow is customized to the company’s systems and requirements.
Proof-of-Concept Projects
Starting at $3,500
Complete Business Automations
Typically $7,500–$15,000
Ongoing Support
Monthly monitoring and optimization plans are available.
See What Automation Could Save Your Business
A short consultation can help identify which repetitive tasks are costing your company the most time.
During the consultation, we will discuss:
- Your current manual process
- Systems that need to be connected
- Estimated employee time being spent
- Opportunities for AI-assisted automation
- A possible proof-of-concept project
Schedule a Free Consultation
Kenneth Roach Sr.
Senior Software Developer and AI Automation Consultant