The payoff
The follow-ups that used to sit in your head go out the same day, at the volume your pipeline actually needs.
Tell Whitford who to write to and why, and it drafts the message in your firm’s tone, drawing on what your CRM knows about the contact so it reads as personal rather than templated. For a single note you review and send in one place; for a whole segment, the same drafting runs across the list as individual emails or SMS. Nothing leaves as a draft until you approve it, so reaching more people never costs you your voice or your judgement.
In practice
Draft a warm follow-up to the leads who visited our pricing page last week.
Staff
Here is a friendly note that references their interest in pricing, offers to answer questions, and suggests a short call. I have kept it to three sentences and matched your usual tone. Want me to prepare it for the whole list?
Whitford
Want this working on your own knowledge?