Sales & Follow-ups

The persona

David is a sales manager at a B2B SaaS company. His team of 3 reps handles 80 active leads via WhatsApp. They need to nurture warm leads, follow up on proposals, and never let a deal go cold.

The pain

• Leads fall through the cracks — nobody remembers to follow up after 5 days.
• Personalized outreach takes too long to compose individually.
• No way to know if a prospect opened a sent proposal link.
• CRM (HubSpot) is out of sync with WhatsApp conversations.

How Spun solves it

Setup

1. Labels: "Hot Lead", "Warm Lead", "Proposal Sent", "Won", "Lost".
2. Keep In Touch thresholds: Hot Lead = 3 days, Warm Lead = 7 days, Proposal Sent = 5 days.
3. CRM Sync: Connect HubSpot. Map labels → deal stages. Sync contacts bidirectionally.
4. Smart Links: Create branded links (go.spun.com/proposal-x) for proposal tracking.
5. Segments: "Hot leads with no reply this week" for targeted campaigns.

The follow-up machine

• Keep In Touch automatically surfaces leads that have gone quiet.
• AI Compose drafts personalized follow-ups based on conversation context.
• Smart Links tell you when a prospect clicked your proposal.
• Campaigns let you broadcast updates to specific segments (e.g., all warm leads).

The outcome

• Zero dropped leads — Keep In Touch catches every silent prospect
• 3x more follow-ups per rep per day with AI Compose
• Click tracking on every shared link
• CRM always current — WhatsApp activity syncs to HubSpot automatically

Features used

• Keep In Touch — automatic follow-up surfacing
• AI Daily Workflow — AI Compose for outreach
• Your First AI Campaign — broadcast to segments
• CRM Sync — HubSpot integration
• Smart Links — click tracking