agentfx-skills

Here’s how Sortd automated and optimized the follow-up process for Acme Corp’s lead ([email protected]), a high-priority opportunity identified by your sales team:

**Kanban Board Setup in Sortd:**
- **New Lead:** [email protected] (Priority: High) – Email received on Nov 10: "Interested in your enterprise plan, but need pricing details."
- **Initial Response Sent:** Automated draft sent Nov 10 at 2:15 PM (template: "Thanks for reaching out! I’ve attached our pricing guide and will follow up tomorrow with a demo.")
- **Follow-Up Required:** Scheduled for Nov 11 at 10:00 AM (Priority: High) – Action: "Schedule 30-minute demo to discuss custom pricing."
- **Closed:** N/A (Lead still active)

**Personalized Follow-Up Email Draft (Generated by Sortd AI):**
Subject: Quick Question About Your Enterprise Plan Inquiry

Hi John,

Thanks again for your interest in our enterprise plan! I noticed you mentioned needing pricing details—could you clarify if you’re looking for a per-user pricing model or a flat-rate enterprise package? This will help me tailor the demo to your exact needs.

I’ve blocked Nov 15 at 2:00 PM and Nov 16 at 10:00 AM for a 30-minute call. Let me know which time works best, or feel free to suggest an alternative.

Looking forward to your reply!

Best,
Sarah Chen
Sales Lead, TechSolutions Inc.

**Automation Notes:**
- The email tone matches Acme’s previous messages (professional but concise).
- The CTA is specific (demo scheduling) and time-bound (Nov 15/16).
- Priority label "High" triggered an automatic Slack notification to the sales team for visibility.
- The kanban board updates in real-time as the lead moves through stages, ensuring no follow-ups are missed.

**Outcome:** The lead responded within 2 hours, scheduling a demo for Nov 15. The sales team credited Sortd’s automation for reducing response time by 40% compared to manual processes.