Automation
Available nowAutomate the follow-up. Keep control of the conversation.
You choose what happens, when and to whom: acknowledge every enquiry in seconds, remind Sarah if nobody has replied in 30 minutes, chase a quote after three days. B2B Brain runs the repetitive steps and shows you everything it did. Pause any rule, or take over a conversation, and it steps aside.
This is for you if…
You know you should reply faster and chase every quote — on a quiet week
The same messages are typed out several times a day
You've lost work because a follow-up simply didn't happen
You want help, not a robot talking to your customers unsupervised
The problem
Good intentions don't survive a busy week.
Everyone means to reply within the hour and chase every quote. Then a job overruns, the phone rings and two new enquiries arrive. The follow-up that would have won the work never gets sent, because it depended on someone remembering.
- First replies depend on who's free
- Quotes chased only when someone remembers
- Appointment reminders sent by hand, or not at all
- No record of what was sent, or whether it worked
What forgotten follow-up costs
Worked example- Quotes sent a month
- 25
- Chased within 3 days today
- 9
- Acceptance with a chase (your data)
- 29%
- Acceptance without
- 11%
- Extra jobs if all 25 were chased
- ≈ 3
Illustrative worked example using the kind of pattern B2B Brain reports. It shows a correlation in the example data, not a guarantee.
How B2B Brain solves it
Rules that match how your business already works.
Automation ON
Workflow: New enquiry response
Every step is written to the customer's timeline. Customers who have opted out are never messaged.
Templates
Example dataStart from a template, then change the wording, people and timings to match how you work.
What changes in your business
Before and after.
First reply whenever someone's free
Acknowledged within seconds, day or night
Quotes chased when remembered
Every quote chased on day 3 — until the customer replies
Owner reminds staff by text
B2B Brain reminds the right person if nobody has replied
No idea what was sent automatically
Every automated step on the customer's timeline
A day with it
What Automation looks like in practice.
21:14
A website enquiry arrives. An acknowledgement is sent in 8 seconds; Sarah is notified.
08:45
Nobody has replied yet, so Sarah gets a reminder with the customer's details.
Day 3
No answer on the £4,800 quote. A polite follow-up goes out, written in your words.
Day 4
The customer replies. The automation stops and Sarah takes it from there.
Why it works better inside B2B Brain
A standalone tool sees one part of the journey. B2B Brain sees all of it.
Triggered by everything
Rules can start from inbox messages, website forms, pipeline stages, quote status or job completion.
Judged by results
Analytics compares outcomes with and without follow-up, so you can see which rules earn their place.
Watched by the AI brief
Failed or paused automations appear in the brief and the Action Centre the same day.
FAQ
Questions about Automation.
No. Automation only does what your rules say, using your wording. It is not free-roaming AI.
Every rule can be paused, and any conversation can be taken over by a person, which stops automated messages to that customer.
No. Rules are built from plain steps, and templates cover the common ones.
Automate the follow-up. Keep control of the conversation.
Automation is included in every plan, with a 14-day free trial.
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