Never Drop the Ball Again

Your Perfect Memory for Every Conversation

Jamie remembers who needs following up, when to check in, and keeps every conversation moving forward—automatically. No more sticky notes, forgotten promises, or deals falling through the cracks.

The Hidden Cost of Dropped Follow-Ups

Studies show that 80% of sales require 5 follow-ups, yet 44% of professionals give up after just one. It's not laziness—it's human limitation. Jamie eliminates this problem entirely.

What typically gets dropped:

• "I'll send that proposal by Friday"
• "Let me check and get back to you"
• "Following up on our conversation last week"
• "Just circling back on this"
• "Wanted to see if you had any questions"

Jamie remembers everything.

How Jamie's Follow-Up Engine Works

Intelligent Tracking

Jamie monitors every conversation for commitments and next steps:

You: "I'll send over the contract early next week"
Jamie's Note: ✓ Contract promised - Due Monday/Tuesday
Action: If not sent by Tuesday 2pm, Jamie reminds you

You: "Let's reconnect in a month to see how things are going"
Jamie's Note: ✓ Follow-up needed - 30 days
Action: Jamie sends follow-up from her inbox on your behalf

Professional Follow-Ups from Jamie

Jamie sends from her own email address as your assistant:

Gentle Check-in:

From: Jamie Chen <[email protected]>
To: Sarah Williams

Hi Sarah,

I'm Jamie, Alex's assistant. Alex asked me to follow up on the proposal
they discussed with you last week.

I wanted to make sure you received it and see if you had any questions.
Alex would be happy to hop on a quick call if that would be helpful!

Best regards,
Jamie Chen
Assistant to Alex Thompson

Professional Persistence:

From: Jamie Chen <[email protected]>
To: Michael Roberts

Hi Michael,

I'm following up on behalf of Alex regarding the partnership opportunity
you discussed on March 3rd.

Alex wanted me to check if you've had a chance to review the terms
they sent over, as they're very excited about the potential collaboration.

Would it be helpful if I scheduled a brief call between you and Alex
to discuss any questions?

Looking forward to hearing from you.

Best regards,
Jamie Chen
Executive Assistant to Alex Thompson

The Power of the Assistant Dynamic

Why Jamie Sending Works Better

Takes pressure off relationships:

• You're not the one "pestering"
• Natural buffer that preserves rapport
• Recipients feel less sales pressure
• "Just doing my job" dynamic

Creates urgency through social proof:

• Having an assistant signals you're busy/important
• Professional companies have follow-up systems
• Shows you're organized and serious

Allows for friendly persistence:

• Jamie can follow up 5x without seeming desperate
• "Alex asked me to check in" feels different than direct nagging
• Natural excuse for regular touchpoints

CRM Integration That Actually Works

HubSpot Integration

Jamie seamlessly works with your CRM:

• Reads deal stages and contact history before following up
• Automatically logs her interactions
• Updates deal stages based on responses
• Creates new leads from inbound emails
• CC's you on important developments

Follow Up Boss Integration

• Pulls complete contact context before emailing
• Tracks lead temperature
• Maintains consistent touchpoints
• Logs all communications
• Never lets a hot lead go cold

Jamie's Pre-Follow-Up Check:

1. Reviews CRM for recent activity
2. Checks last interaction date
3. Reads deal/lead status
4. Crafts contextual follow-up
5. Sends from her inbox and logs automatically

Real-World Follow-Up Scenarios

The Complex Sales Cycle

Week 1: Initial demoWeek 2: Jamie sends thank you and recapWeek 3: Jamie shares relevant case studyWeek 5: Jamie checks on internal discussion progressWeek 7: Jamie asks if they need any additional infoWeek 9: Jamie offers to address specific concernsResult: Deal closed that would have gone dark

The Post-Meeting Promise

You in meeting: "I'll send those three case studies we discussed"You after meeting: Get pulled into next callJamie to you: "Hi Alex, you mentioned sending case studies to David from the 2pm meeting. Which ones should I send?"Jamie to David: "Hi David, Alex asked me to send over the case studies you discussed. Please find them attached..."

The Networking Contact

Conference contact: "Let's definitely connect after the event"3 days later: Jamie sends personalized follow-up2 weeks later: Jamie shares relevant article1 month later: Jamie suggests scheduling a coffee meetingResult: Valuable connection maintained without you tracking it

Customizable Follow-Up Intelligence

Timing Preferences

Set follow-up cadences by context:

• Hot leads: 24-48 hours
• Warm leads: 3-5 days
• General networking: 1-2 weeks
• Client check-ins: Monthly
• Partnership discussions: Bi-weekly

Tone Adaptation

Jamie adjusts her communication style:

• Formal corporate: "I'm writing on behalf of..."
• Friendly professional: "Alex asked me to check in..."
• Casual startup: "Hey! Jamie here, Alex's assistant..."
• Urgent deals: "Alex is keen to move forward..."

Smart Escalation

Jamie knows when to vary her approach:

1. First follow-up: Light touch
2. Second: Value-add (article/resource)
3. Third: Different angle/question
4. Fourth: Time-sensitive note
5. Fifth: Final check before closing loop

Never Lose Another Opportunity

With Jamie handling follow-ups, you can focus on building relationships and closing deals while she ensures nothing falls through the cracks. Every promise kept. Every lead nurtured. Every opportunity maximized.

Follow-ups are where deals live or die, but tracking them is exhausting. Jamie maintains a perfect memory of every conversation, deadline, and promise. She'll chase that proposal, remind the client about the contract, or check if they received the documents—all without you lifting a finger. Integrated with your CRM, Jamie ensures nothing falls through the cracks. She even adapts her follow-up style based on the relationship and context, from friendly check-ins to professional reminders.