Automate Cold Call Followup

How to trigger an automated followup email after a cold call using Herefish and your CRM.

Why is this helpful?

Make life easier for your business development team with this automated cold call followup email. Simply create a dynamic followup email template along with an automation workflow to send the followup email when a cold call note is added.

  • Reduce busy work for business development team
  • Improve experience for client prospects
  • Increase engagement of client prospects
Deeper dive

  1. Build a Herefish list for client prospects who have a cold call note.

List segmentation screenshot for client note


  1. Create a followup email template.

Thank you so much for connecting with us - Sorry I missed you earlier.

Just reaching out to let you know I'll be your main point of contact, and I can't wait to learn more about your company. 

If you'd like you can book a time on my calendar or let me know a good time for you. 

In the meantime, if you have any questions whatsoever, please don't hesitate to reach out.

Thank you!



  1. Design the workflow to send your followup email to the list created above. You can add additional actions after the initial followup email, such as:
  • Add a task for the sales contact to followup
  • Notify the sales contact if email opened
  • Trigger a second followup email

screenshot of workflow for client cold call followup


Bonus points

  • Create additional filters for list segmentation to further customize the followup messaging and flow
  • Create a series of followup emails
  • Remove any client contacts from workflow whose status becomes Active or Contract In.
  • Update the client contact's status for certain actions
Final Thoughts

This workflow allows your sales team to automate a task that they likely perform dozens of times per day.  Using dynamic fields and customization, you can still create a personal followup and workflow that will leave your client leads engaged and more likely to convert.

Key metrics

  • Open rate
  • Engagement score
  • Conversion rate
  • Contract revenue

You work hard for your client leads. Don't let them go after one cold call attempt.  Keep the momentum and engagement growing using this workflow.  You sales team will appreciate the hours back in their week, as well!

This automation uses:

Workflow Builder

Send Email

Send Notification

Add Task

Update Sales Contact

Skill Level: Beginner

Time: 15 minutes

Useful for: Sales people who want to cut out busy work with automated followup on cold calls.

Results: More efficient cold call followup with a better client experience.

Ready to automate busywork?

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