Lead Nurturing

Smart Lead Follow-Up AI Workflow

Score leads with AI, then send the right follow-up automatically.

When a new lead arrives, GraftPal AI scores them based on engagement, budget signals, and service fit. High-scoring leads receive a priority email and a task to call them is created for your team. Lower-scoring leads get a friendly, standard welcome email — no lead falls through the cracks.

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How It Works

Step-by-Step Workflow

Here's exactly how the Smart Lead Follow-Up AI Workflow runs, from trigger to action.

01
01

New Lead Arrives

A lead is created via form submission, referral, or manual entry.

02
02

AI Scores the Lead

GraftPal AI evaluates engagement level, budget signals, service fit, and timeline to produce a priority score.

03
03

High Score → Priority Path

Hot leads receive a personalised priority follow-up email and a task is created for your team to call them.

04
04

Lower Score → Welcome Path

Warm and cold leads receive a friendly standard welcome email to keep them engaged.

Benefits

Why Use This Workflow

Never miss a hot lead — priority follow-ups happen automatically

AI scoring removes guesswork from lead qualification

Lower-priority leads still get a professional welcome

Tasks ensure your team calls the right people at the right time

Frequently Asked Questions

Smart Lead Follow-Up AI Workflow FAQ

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