If you’re tired of chasing leads and manually sending the same follow-up emails, you’re not alone. Go-to-market (GTM) teams spend way too much time on tedious follow-up when they could be working deals or building real relationships. If you want to automate those follow-ups without sounding like a robot, this guide is for you.
I’ll walk you through using Onemob to automate your follow-up messages, cut down on busywork, and keep your GTM workflow moving. I’ll also call out what actually works, what to skip, and a few things nobody tells you before you start.
Why Automate Follow-Ups in Your GTM Workflow?
Let’s keep it real: most prospects don’t respond to the first email. Or the second. Or even the third. Consistent follow-up is what nudges deals along, but who has the time (or patience) to track it all manually?
Automation helps you: - Stop deals from slipping through the cracks - Respond faster, so you don’t lose out to the competition - Free up your brain for real conversations, not copy-paste routines
Onemob’s automation features are solid, but you’ll still need to set things up with some thought. Otherwise, you’ll just be sending more noise.
What Is Onemob & Where Does It Fit?
Onemob is a platform for sending personalized videos and content in sales outreach. But the real value comes when you use it to automate the follow-up process in your GTM workflow. That means less manual work after your initial outreach — and a better chance your message actually gets seen.
A few things Onemob can do: - Schedule and automate follow-up emails with embedded video or content - Pull in CRM data to personalize at scale (without sounding like a robot, if you’re careful) - Track who opens, clicks, or watches what you send
But let’s be honest: Onemob is not a full marketing automation platform. It’s best for sales follow-up, not for running massive nurture campaigns. If you’re thinking about replacing your whole sales automation stack with it, slow down.
Step 1: Map Out Where Automation Fits
Before you click a single button in Onemob, figure out where follow-up automation actually makes sense. Otherwise, you’ll just add more noise to your process.
Ask yourself: - Where do we drop the ball most? (After a demo? After a proposal?) - Which messages are truly repeatable, and which need a human touch? - What’s the goal: book a meeting, get a reply, move the deal forward?
Pro tip: Don’t automate every touchpoint. People can spot canned messages a mile away. Use automation to tee up the basics, then jump in personally when it matters.
Step 2: Set Up Your Content in Onemob
Automation is only as good as the content you send. If your videos or emails are generic, you’ll just be ignored—faster.
How to prep: - Record short, punchy videos for common follow-ups (post-demo, pricing, check-ins). Keep them under 60 seconds. - Create email templates that sound like you, not like a template. Use merge fields for name, company, etc., but don’t overdo it. - Upload supporting content (case studies, PDFs, links) you might want to include.
What to skip: Don’t spend hours making slick videos if you’re uncomfortable on camera. A quick, honest message beats a polished one that feels fake.
Step 3: Build Your Automated Follow-Up Sequence
Here’s where you actually set up the automation in Onemob. The steps below assume you’ve got at least a basic Onemob account and access to the Campaigns or Sequences feature.
To build a sequence: 1. Choose your trigger. This could be something like “No reply after 2 days,” “Meeting booked,” or “Deal moved to next stage” (if you’ve connected your CRM). 2. Select your content. Pick the video, email template, and any attachments for each step. 3. Set timing. Decide how many days after the trigger each message goes out. 4. Personalize where it counts. Use merge fields for names, companies, or recent activity—but don’t get creepy (“I see you opened my last three emails…” is a turnoff). 5. Test your sequence on yourself. Send it to your own inbox and ask: Would I reply, or would I hit delete?
Pro tip: Don’t make your sequence too long. Three follow-ups is usually enough. Any more, and you risk annoying people or winding up in spam.
Step 4: Integrate with Your CRM (If You Can)
Onemob connects with tools like Salesforce and Outlook. Integrating means: - You can trigger follow-ups based on real deal stages or activities - Activity gets logged automatically (so your team isn’t double-entering data) - It’s easier to keep track of who’s getting what, and when
Reality check: CRM integrations are only as good as your data. If your Salesforce is a mess, Onemob won’t fix that for you. Start with a small, clean segment to test before rolling out to your whole team.
Step 5: Monitor, Adjust, and Don’t Set and Forget
The best automation isn’t really “set and forget.” It’s “set, watch, and tweak.” Here’s what you should actually do:
- Watch your open and reply rates. If nobody engages after the second step, your message may be off.
- A/B test different videos or email copy. But don’t over-complicate it. One or two variations is plenty.
- Look for negative signals. Unsubscribes or angry replies mean you’ve crossed a line—adjust your frequency or tone.
- Jump in manually when needed. If someone finally replies, don’t let automation keep going. Pause or stop the sequence for that person.
What to ignore: Vanity metrics. Who cares if 90% of people “opened” your video if nobody replies? Focus on what moves the deal forward.
What Works, What Doesn’t, and Common Pitfalls
What works: - Short, friendly videos that sound like you - Follow-ups that reference a previous conversation or meeting - Clear, single calls to action (“Does Tuesday work for a call?”)
What doesn’t: - Generic, one-size-fits-all templates (people can spot these instantly) - Long, multi-step sequences with no human intervention - Over-personalization that feels invasive
Common mistakes: - Automating all follow-up and forgetting to actually talk to people - Letting sequences run after a prospect replies—always stop automation after engagement - Failing to update content, so you’re sending outdated info months later
Tips to Keep It Human (and Out of Spam)
- Use your real name and face in videos
- Keep subject lines simple (“Quick follow-up” beats “Exciting Opportunity!”)
- Double-check for typos or weird merge field errors (nothing says “automation” like “Hi {FirstName}”)
- Don’t send messages at odd hours—schedule for business times
Wrapping Up: Keep It Simple, Iterate, and Don’t Overthink It
Automating your follow-ups with Onemob can save you a ton of time and help you move more deals forward. But it’s not magic, and it won’t replace a thoughtful, human touch. Start small, keep your messages honest, and pay attention to what actually works—not just what’s easy to automate.
If something feels cheesy or pushy to you, your prospects will feel it too. Keep it simple, keep it real, and tweak as you go. That’s how you build a GTM workflow that actually gets results (without turning yourself into a spam bot).