thx-boris

### Automated Sales Follow-Up Workflow for Acme Corp's Inside Sales Team

**Workflow Setup:**
I created a Sortd board called "Lead Nurturing Pipeline" with four columns: "New Leads", "Contacted", "Follow-Up Needed", and "Closed". Each column has specific criteria:
- **New Leads**: Automatically populated from Gmail using the "[email protected]" shared inbox filter for new inquiries
- **Contacted**: Moves here when a team member sends the first email using Sortd's "Send & Move" feature
- **Follow-Up Needed**: Triggers when an email remains unopened for 3 days (using Sortd's AI-powered status tracking)
- **Closed**: Moves here when a deal is won or lost

**Automation Rules:**
1. **New Lead Assignment**: When an email hits the "New Leads" column, Sortd automatically assigns it to the next available rep based on their current workload (using Sortd's team capacity tracking)
2. **Follow-Up Reminders**: If no response is received within 24 hours, Sortd sends a Slack notification to the assigned rep and moves the lead to "Follow-Up Needed"
3. **Escalation Path**: Leads that stay in "Contacted" for more than 5 days automatically escalate to the sales manager's board
4. **AI-Powered Urgency**: Sortd's AI analyzes email sentiment and response times, flagging high-priority leads with a red exclamation mark

**Accountability Tracking:**
- Each rep's performance is visible in Sortd's built-in analytics dashboard
- Weekly team meetings use Sortd's board snapshots to review progress
- The sales manager can drill down into any lead's history with one click

**Results After 30 Days:**
- Response time improved from 1.8 days to 0.7 days
- Follow-up rate increased from 68% to 92%
- Team reported 35% less email management time
- Closed-won deals increased by 22% due to better follow-up discipline

**Pro Tip:** Use Sortd's template feature to create pre-written sequences for common scenarios (e.g., pricing questions, demo requests) that can be triggered with one click from any email.