If you’re drowning in manual follow-ups and your deals keep stalling, you’re not alone. Most sales teams spend way too much time chasing, nudging, and reminding. The good news? If you’re using Sendler, you can automate a lot of that grunt work. This guide is for anyone who wants to speed up their sales cycle, keep leads warm, and stop dropping the ball—without adding yet another tool to the stack.
Let’s cut through the fluff and get into how to actually automate follow-ups in Sendler. No magic bullets—just practical steps.
Why Automate Follow-Ups in Sendler?
Before we get into the how, let’s be clear: automation won’t close deals for you. But it will handle the boring stuff—like scheduling reminders, sending nudges, and keeping prospects from slipping through the cracks. That means less context-switching for you, and more time spent actually selling.
Here’s what you can realistically expect by automating in Sendler: - Faster deal cycles: No more waiting days because you forgot to send a “Just checking in…” email. - Fewer dropped leads: Automated reminders mean you (and your prospects) stay on track. - More consistency: Everyone gets the right follow-up at the right time.
But don’t expect it to solve bad sales habits or fix a messy pipeline. Automation is an amplifier, not a miracle cure.
Step 1: Map Out Your Follow-Up Process First
Don’t jump into Sendler and start creating automations blindly. Automation amplifies chaos if you’re not clear on your process.
What to do: - Sketch your deal stages: Write down (or whiteboard) the key stages—new lead, initial contact, demo, proposal, negotiation, close. - List follow-up points: For each stage, jot down when and how you follow up. Example: “2 days after demo, send check-in email.” - Decide what’s actually worth automating: Not every touchpoint should be automated. Personal notes? Probably manual. Routine reminders? Automate.
Pro Tip:
If you’re not sure what your process is, ask your most organized rep to walk you through what they do. Steal shamelessly.
Step 2: Set Up Automated Tasks in Sendler
Now you’re ready to build this into Sendler. Here’s the nuts and bolts.
2.1. Use Sendler’s "Task Automation" Feature
Most folks miss this: Sendler’s “Task Automation” is buried in the workflow menu, not in “Tasks” itself. Here’s how to get there:
- Go to the “Workflows” section in Sendler’s sidebar.
- Click “Create Workflow.”
- Choose the trigger (e.g., “Stage changed to Proposal Sent”).
- Select “Add Task” as the action.
- Fill out the task details—title, due date (relative, like “3 days later”), assign to, and notes.
- Save and turn on the workflow.
You can chain multiple actions together, like sending a templated email and creating a follow-up task.
2.2. Example: Automating Post-Demo Follow-Up
Let’s say after every demo, you want: - A reminder to check in with the prospect after 2 days. - A templated “Thank you for your time” email sent right after the demo.
Workflow setup: - Trigger: Stage changes to “Demo Completed.” - Action 1: Send templated email (set to send immediately). - Action 2: Create follow-up task (“Check in with [Name]”) due in 2 days.
Things that work well: - Relative due dates (“2 days after trigger”)—so you’re not stuck manually updating deadlines. - Assigning tasks to the sales owner automatically.
Things that don’t:
- Over-automating with too many tasks. You’ll just start ignoring them.
- Using generic templates for every follow-up. People can spot canned emails a mile away.
Step 3: Automate Follow-Up Emails (Carefully)
Email automation is powerful, but it’s easy to get lazy. A good rule: automate reminders and nudges, but personalize anything that moves the deal forward.
How to set up: 1. In your workflow, add an “Email” action. 2. Choose or create a template. Use placeholders for names, company, etc. 3. Set timing—immediate or after X days. 4. (Optional) Add dynamic content—Sendler supports basic if/then blocks for “hot leads” vs. “cold leads.”
What works: - Timely “Just checking in” nudges if a prospect goes quiet. - Gentle deadline reminders (“Hi, just making sure you saw the proposal…”).
What to ignore:
- Overly aggressive sequences (e.g., emailing every day). You’ll annoy people and get flagged as spam.
- Trying to automate complex negotiations. That’s where the human touch matters.
Pro Tip:
Set up a “pause” option in your workflow for deals that suddenly go dark or need extra attention. Don’t let automation bulldoze tricky situations.
Step 4: Use Conditional Logic to Keep It Smart
Not every deal needs the same follow-up. Sendler lets you add simple logic to your workflows so you’re not spamming everyone with the same tasks.
Examples: - Deal size: Only create extra follow-ups for deals over $10k. - Lead source: More touchpoints for inbound leads, fewer for cold outreach. - Custom fields: If “Decision Maker Identified” is false, create a task to ask for it.
How to do it: - When building your workflow, use “Conditions” to set rules (e.g., “If deal value > $10,000, then…”). - Combine multiple conditions if needed.
What to skip:
- Making your logic so complex that nobody can figure it out. Keep rules simple, or you’ll spend more time debugging than selling.
Step 5: Review, Test, and Adjust Your Automations
This is where most teams drop the ball. You set it up, forget about it, and then a month later wonder why everyone’s inbox is flooded with useless reminders.
How to avoid that: - Test everything: Run deals through your workflow using test accounts. Double-check that tasks and emails fire at the right times. - Get feedback: Ask your team (and even a few prospects, if you’re brave) what’s working and what’s just noise. - Tweak regularly: If you notice tasks piling up and not getting done, cut back. If deals are still falling through the cracks, add a nudge.
Pro Tip:
Set a calendar reminder to review your automations every quarter. Automation isn’t “set it and forget it.”
What’s Worth Automating (and What’s Not)
Automate: - Routine follow-up reminders (“Send contract,” “Check in after demo”) - Standardized emails (“Thanks for your time…”) - Lead handoffs (“Assign to Account Manager when deal closes”) - Nudges for unresponsive leads
Don’t automate: - Highly personalized outreach - Sensitive negotiations - Anything that requires judgment or nuance
If you’re not sure, ask yourself: “Would I be annoyed to get this from a bot?” If yes, keep it manual.
Common Pitfalls (and How to Avoid Them)
- Too many automated tasks: If your task list is a mile long, nobody will use it.
- Generic content: Prospects spot templates instantly. Always personalize where it counts.
- Relying on automation for everything: Use it to support, not replace, actual selling.
- Not reviewing automations: What worked last quarter might not work now.
If it feels like automation is making your job harder, you’re doing too much.
Wrapping Up: Keep It Simple, Keep It Moving
Automating follow-up tasks in Sendler isn’t about making sales “hands-free.” It’s about getting rid of the tedious stuff so you can focus on doing what actually closes deals. Start small—automate only what you know works, pay attention to the results, and tweak as you go.
Don’t get sucked into the automation rabbit hole. The goal is less busywork, not more complexity. Set up your key follow-ups, let Sendler handle the reminders, and stay focused on building real relationships.
Now, go make your pipeline actually move.