If you’re running B2B sales, you already know half the battle is just keeping up. It’s not hard to lose track of follow-ups—emails, calls, reminders—especially when you’re juggling a dozen deals at once. If you’re tired of sticky notes and “Did I email them yet?” moments, this guide is for you. We’ll walk through how to use Georep to automate your follow-up tasks, so you can focus less on busywork and more on closing deals.
Why Automate Follow-Ups at All?
Let’s get real: most sales teams don’t lose deals because they’re bad at selling. They lose them because someone forgets to send that one email, or a lead sits too long without a nudge. Automating the grunt work:
- Keeps your pipeline moving (even when you get busy)
- Cuts human error
- Frees up your time for actual selling
But—automation isn’t magic. Done wrong, it turns you into a robot and annoys your prospects. The goal is to handle the routine stuff, so you can focus on the human part.
What Is Georep, and Where Does It Fit In?
Georep is a CRM and sales automation tool. Think of it as a way to help you track, remind, and automate follow-up tasks without building a Rube Goldberg machine out of sticky notes and calendar invites.
It’s not Salesforce—thankfully. Georep is simpler and doesn’t try to be everything to everyone. It’s good at automating sales activities, sending reminders, and making sure leads don’t slip through the cracks. If you’re still using spreadsheets or cobbled-together tools, it’s a big step up. If you’re deep into enterprise CRM territory, it might actually feel refreshing.
Step 1: Laying the Groundwork — Map Out Your Sales Process
Before you start setting up automation, take a beat to sketch out your sales process. Automation only works if you know what you’re automating.
Ask yourself: - What’s your typical follow-up sequence? (Initial email, call, second email, etc.) - Where do deals usually stall? - Which tasks are repetitive and eat up time?
Pro tip: Don’t try to automate everything at once. Start with the most repetitive follow-ups—the ones you keep forgetting or dread doing.
Step 2: Setting Up Georep for Automation
If you haven’t already, sign up for Georep and import your contacts and deals. The import process is straightforward (CSV or direct integrations), but double-check your data—bad data in means bad automation out.
What to focus on: - Make sure every lead/deal has an owner - Clean up old or duplicate contacts - Group contacts by stage or priority if possible
If you’re moving from a spreadsheet, expect to spend an hour tidying things up. It’s worth it—automation works best when your CRM isn’t a mess.
Step 3: Automating Follow-Up Tasks
Here’s where Georep actually saves you time. You can set up rules that automatically create follow-up tasks based on triggers. Here’s how to make it work for you:
3.1 Create Task Templates
Don’t reinvent the wheel every time. Set up templates for common follow-ups:
- “Send intro email”
- “Call 3 days after first contact”
- “Send product deck”
- “Check in after demo”
Templates keep things consistent (and save you from rewriting the same email for the hundredth time).
3.2 Use Triggers to Automate
Georep lets you trigger tasks based on deal stage changes, time delays, or activity (like emails sent). For example:
- When a new lead comes in: Automatically assign “Send intro email” task
- If no response after 3 days: Create “Follow-up call” reminder
- After demo scheduled: Add “Send demo recap” task
You can chain tasks together, but don’t go overboard. Over-automation = impersonal = ignored emails.
What works: Triggering tasks when a deal moves to a new stage, or when there’s been no activity for X days.
What to ignore: Complicated branching logic. If you need a flowchart to understand your automation, it’s too much.
3.3 Assign and Remind
Georep automatically assigns tasks to the right sales rep and sends reminders. You’ll get a daily list of what needs follow-up—no more “What am I missing?” moments.
If someone’s out sick or leaves, tasks don’t get lost—they’re re-assigned or flagged. That’s a big deal if you’re a small team.
Step 4: Customizing Communication Without Sounding Like a Robot
Automation is great, but nobody likes getting obvious form emails. Georep’s templates let you insert variables—like a contact’s name or company—so at least it feels personal.
Tips: - Keep templates short and conversational (like you’d actually write) - Add a line or two you can personalize before sending (don’t skip this) - Avoid “Hope this message finds you well…” (everyone knows it’s canned)
If you batch-send follow-ups, always check for weird formatting or wrong names. Nothing kills a deal like “Hi [FirstName],” showing up in an inbox.
Step 5: Tracking Results and Tweaking Your Process
Don’t set it and forget it. Check Georep’s reporting to see:
- Which follow-ups get the best response?
- Where do deals get stuck?
- Which tasks never get done? (Be honest.)
What works: Using real data to tweak your process. If nobody ever replies to your “Checking in” email, rewrite it or cut it.
What to ignore: Vanity metrics. It doesn’t matter how many tasks you completed if deals aren’t moving forward.
Pro tip: Set a recurring reminder (ironically) to review your automation every month. Kill what isn’t working. Keep it simple.
Common Pitfalls and How to Avoid Them
Even with automation, it’s easy to mess this up. Here’s what actually goes wrong:
- Over-automating: If your prospects feel like they’re talking to a bot, they’ll tune out. Keep the human touch.
- Bad data: Garbage in, garbage out. Make sure your CRM is accurate before building automations.
- Ignoring tasks: If you let follow-up tasks pile up, automation won’t save you. Stay disciplined.
- No review: Processes get stale. If you never adjust, you’ll annoy people with irrelevant emails.
What Georep Does Well (And Where It Falls Short)
The good: - Easy to set up and use (no 40-hour onboarding) - Task templates and triggers save real time - Assigns and reassigns tasks automatically—less gets missed
The not-so-good: - Doesn’t do deep reporting or fancy forecasting—use something else if you need that - Integrations are decent, but not endless (check if your email/calendar is supported) - If your process is super-complex, you might hit limits
If you just want to keep your pipeline moving and stop forgetting things, Georep’s a solid fit. If you want AI-powered “deal intelligence,” look elsewhere (and ask yourself if you really need it).
Keep It Simple, Iterate, and Don’t Overthink It
Automating your B2B sales follow-ups with Georep isn’t about building a machine that runs itself forever. It’s about handling the boring stuff so you can do the real work—talking to people, solving problems, closing deals.
Start small. Automate the obvious stuff. Check if it’s working. Tweak, repeat. Don’t let perfect get in the way of progress. The simpler your setup, the more likely you’ll actually use it—and that’s what gets results.