Outreach & Automatic Follow-up

AI-powered automatic follow-up. Your dormant leads are just waiting for a callback.

Most prospects don't buy on first contact. Your outreach agent automatically re-engages inactive leads with personalized messages - at the right time, on the right channel, with the right context.

What happens to your leads without systematic follow-up
1

An interested prospect tells you "I'll get back to you." Three weeks pass. You didn't call back. They signed elsewhere.

2

Your team has 200 leads in the CRM. Nobody knows which ones are still hot and which are cold.

3

You do manual follow-ups when you have time - meaning rarely.

4

A client who said no 6 months ago might say yes today. You'll never know.

Features

What your agent does

It knows exactly when to follow up

The agent analyzes each lead's history - last interaction, preferred channel, interest level, reason for stalling - and reaches out when the probability of a response is highest. Not on a fixed schedule, based on actual prospect behavior.

It personalizes every message

No generic blasts. The agent picks up the exact context of the last conversation - the project discussed, the objection raised, the date mentioned - and writes a message that proves you remember the prospect. The difference between a follow-up that converts and one that gets ignored.

It runs multi-touch sequences automatically

First follow-up by SMS, second by email, third with a targeted offer - the agent manages the complete sequence without supervision. If the prospect responds at any step, the sequence adjusts and the conversation picks up naturally.

It re-engages with the right arguments

Based on the initial blocker - price, timing, hesitation - the agent adapts its approach: new offer, change of context, relevant content, event invitation. It doesn't repeat the same pitch that didn't work.

It updates your pipeline in real time

Every interaction is recorded. Lead status, engagement level, next step - your CRM always reflects reality without your team entering anything manually.

Live example

Example conversation

Billy Agent — Live Chat
Billy
Hi Sarah! We spoke 3 weeks ago about your kitchen renovation project. You mentioned the timing wasn't ideal - has anything changed?
Client
Oh hi! Yes, I'm still interested. It's mostly a budget question for now.
Billy
I understand - that's often what makes people hesitate. Is it the total project budget that's the constraint, or more the timing of payments?
Client
Mostly the timing. I wouldn't want to pay everything at once.
Billy
Good news - we offer a 3-payment plan with no interest on projects over $5,000. Would that change things for you?
Client
Oh yes, that helps a lot! I didn't know you offered that.
Billy
It's an option we don't always present enough. Would you like to schedule a free estimate next week? I can suggest a few time slots.

(Meanwhile: the CRM is updated - "budget/timing" objection resolved, lead reclassified as "hot", follow-up scheduled.)

Impact

What it actually changes

Leads followed up systematically
Without agent~30% (when available)
With Billy Agent100%
Time to first follow-up
Without agentDays to weeks
With Billy AgentConfigurable, automatic
Follow-up response rate
Without agent~5% (generic blast)
With Billy Agent20–35% (personalized)
Leads lost due to no follow-up
Without agentHigh
With Billy AgentNear zero

80% of sales require between 5 and 12 touch points. Most teams give up after 2.

— Marketing Donut
Ideal for
Entrepreneurs & contractorsReal estate brokersAuto dealershipsCoaches & consultantsClinics & professionalsAny business with a sales cycle over one week

Works with your existing tools

No migration required.

TwilioGmailOutlookMessengerZoho CRMGoHighLevelWhatsApp
Why Billy

What makes our AI agents different

Platform built, not assembled

Billy isn't a third-party chatbot connected to Zapier. It's a conversational AI platform built from scratch, with integrations coded natively.

Your data stays in Canada

Infrastructure hosted in Montreal (AWS ca-central-1). Compliant with Law 25 and CASL. No transfers to foreign servers.

Transparency on AI identity

Your agent always identifies itself as a virtual assistant. We don't trick your clients into thinking they're talking to a human.

Fully managed service

We configure, connect, test, and maintain. You don't have to manage anything technically. Optimizations are continuous and included.

FAQ

Frequently asked questions

Yes. The agent picks up the exact context of the last conversation: project discussed, objection raised, date mentioned. No generic blasts.

Most of our clients recover between 20% and 35% of their inactive pipeline within the first 3 months.

Between 1 and 4 weeks depending on complexity. You participate in Brain configuration by chatting directly with Billy, our onboarding agent. Our team handles technical integrations in parallel.

Yes. The client portal gives you real-time access to all conversations. You can take control in one click (takeover) and hand back to the agent when you're done.

We monitor conversations continuously and adjust. The Brain is updated to cover unforeseen cases. Your agent improves every week.

How many dormant leads do you have right now?

Most of our clients discover that 30 to 40% of their "dead" pipeline can be reactivated with the right follow-ups at the right time. We'll show you how.