Automating follow up tasks with Getsignals to boost conversion rates

If you're tired of letting leads slip through the cracks (or just sick of chasing reminders in your inbox), this is for you. Automating follow-up tasks isn’t magic—it’s just smart. This guide is for anyone in sales, marketing, or customer success who wants to stop losing deals to forgetfulness and get more out of the leads you already have. We’ll walk through how to use Getsignals to set up practical, no-nonsense automations that save your team hours and actually nudge conversion rates upward.

No fluff, no “AI-powered synergy.” Just clear steps, honest advice, and a skeptical look at what’s worth your time.


Why Automate Follow-Ups?

Let’s face it: no salesperson or marketer actually enjoys manual follow-ups. They’re repetitive, easy to mess up, and kill your momentum. Most importantly, delayed or missed follow-ups are silent deal-killers. Automating these tasks has real, measurable benefits:

  • Fewer leads lost to forgetfulness
  • Consistent, timely outreach (even when you’re slammed)
  • More time for actual conversations, less on copy-paste emails
  • Easier tracking—no “Did I already email them?” moments

But automation isn’t a silver bullet. If you set up generic or annoying sequences, you’ll tank your response rates. The trick is to automate the boring stuff and stay human where it counts.


What Getsignals Actually Does (and Doesn’t)

Before you dive in, know what Getsignals can—and can’t—do.

Getsignals is best at: - Noticing what your leads do (or don’t do) on your website, in emails, or in your app. - Triggering tasks, reminders, or personalized messages based on those behaviors. - Integrating with your CRM, email, and Slack to keep your workflow tight.

But it won’t: - Write perfect emails for you. (You’ll need to set up your own templates.) - Replace your sales process. It’s not a magic-wand platform. - Prevent you from annoying your leads if you set up spammy automations.

Step 1: Map Out Your Follow-Up Moments

Don’t automate for automation’s sake. First, figure out where follow-ups really matter in your funnel. Grab a whiteboard, napkin, or Google Doc and jot down the spots where leads go cold, for example:

  • After someone fills out a demo request, but doesn’t schedule
  • When a prospect opens your email, but never replies
  • If a lead visits your pricing page multiple times but never converts
  • After a sales call, to nudge them for next steps

Pro tip: Ignore the edge cases for now. Focus on high-frequency, high-value touchpoints. Too many automations = noise.

Step 2: Decide What Should (and Shouldn’t) Be Automated

Some follow-ups need a human touch, especially big-ticket deals or complex products. But lots of stuff doesn’t. Ask yourself:

  • Will an automated nudge move things forward, or just fill up their inbox?
  • Would a short, templated email or task remind me to act? Or does this need a custom note?
  • Is timing crucial? (E.g. 5 minutes after signup is better than 24 hours later.)

Good to automate: - Reminders to book a meeting after a demo request - Quick “Still interested?” nudges if there’s been no reply in X days - Internal tasks (“Call this lead who just visited pricing again”)

Better done by hand: - Complex negotiations - Sensitive follow-ups (e.g. after a lost deal) - Anything requiring judgment or empathy

Step 3: Set Up Key Automations in Getsignals

Here’s the meat and potatoes—how to actually build out useful automations in Getsignals. The UI is pretty approachable, but don’t get lost in the weeds.

3.1 Connect Your Tools

Getsignals works best when it talks to your other systems:

  • CRM: Connect Salesforce, HubSpot, Pipedrive, etc.
  • Email: Sync Gmail or Outlook for sending and tracking.
  • Slack: For instant internal notifications.

Tip: Don’t go integration-crazy. Start with your CRM and email. You can always add more later.

3.2 Create a Trigger

A “trigger” is just the thing that kicks off the automation. Examples:

  • Lead views your proposal page
  • No reply to your last email after 48 hours
  • Lead opens your email but doesn’t click the link

How to set up: 1. In Getsignals, go to Automations > New Automation. 2. Pick your trigger (e.g. “Lead opened email but didn’t reply in 2 days”). 3. Add filters if needed (e.g. only for leads worth $X+).

3.3 Add the Follow-Up Action

Now, tell Getsignals what to do. Common actions:

  • Send a templated email (“Hey, just checking in…”)
  • Assign a task in your CRM (Remind rep to call)
  • Post a Slack notification (Sales team gets pinged)

Be careful: Don’t blast the same email to every lead. Personalize where you can, even if it’s just using their name or company.

3.4 Fine-Tune Timing and Frequency

This is where most automations go off the rails. Sending too soon, too often, or too generically = ignored (or worse, marked as spam).

  • Space out your follow-ups (e.g., wait at least 48-72 hours between emails)
  • Limit total touches—nobody wants five emails in a week
  • Set “stop” conditions (e.g., if they reply, stop all nudges)

Step 4: Test (and Don’t Trust Defaults)

The easiest way to annoy your leads is to use the default templates or timings Getsignals gives you. Test your automations:

  • Send test emails to yourself—do they sound human?
  • Check if triggers fire at the right moments (not too often, not too late)
  • Make sure you’re not double-notifying reps or leads

Pro tip: Start small. Automate one or two key follow-ups, review the results, and expand from there.

Step 5: Track Results and Iterate

Don’t just “set and forget.” Use Getsignals’ analytics and your CRM stats to see what’s working.

  • Are more leads booking demos or replying?
  • Are you getting more (useful) responses, or just more unsubscribes?
  • Are reps actually following up on assigned tasks?

If you’re not seeing a bump in conversions or engagement, don’t be afraid to shut off an automation and try something else.

Common Pitfalls to Avoid

Even good tools won’t save you from bad habits. Watch out for:

  • Over-automation: If every action triggers a follow-up, you’ll overwhelm your leads and your team.
  • Generic messages: “Just checking in” without context is easy to ignore. Add a specific question or reference what they did.
  • Ignoring data: If your open rates drop or leads complain, tweak your timing or messaging.
  • Not stopping sequences: If a lead replies or takes action, make sure automations stop. Nothing says “robot” like a bot emailing someone after they’ve already booked a call.

What Actually Moves the Needle

Here’s what separates useful automation from noise:

  • Timeliness: Fast follow-ups (within minutes or hours) work far better than slow ones.
  • Personalization: Even a little bit goes a long way. Reference their company, recent activity, or what they asked about.
  • Clarity: Make the next step easy. “Book a call here,” “Reply if you’re interested,” or “Let me know if you have questions.”
  • Review and refine: The best automations are tweaked regularly. Don’t just copy a playbook from a blog.

Tools, Templates, and What to Ignore

  • Getsignals’ built-in templates: Fine for a starting point, but don’t use them unchanged.
  • CRM automation overlap: Don’t duplicate automations in Getsignals and your CRM. Pick one tool to run each process.
  • Overly complex flows: If you can’t explain it in one sentence, it’s too complicated.

Summary: Keep It Simple, Stay Human

Automating your follow-up tasks with Getsignals can absolutely help boost conversion rates—if you use it to take the grunt work off your plate, not to blast out spammy emails. Start with the highest-value follow-ups, personalize your messages, and check your results often. The goal is to save time and stay consistent, not to turn your pipeline into a robot-run spam factory. Keep it simple, keep it useful, and adjust as you learn what actually works.