Follow up on quiet sign-ups and stalled checkouts
People sign up, start verification or a checkout, then go quiet, and follow-up stops after one or two tries. This agent ranks who to contact today and works out what most likely stopped each person. You approve a short draft for each, based on what that person actually did.
01Yield
What one run makes.
Each run ranks who to contact today. It drafts one short message per person with a suggested send time, or the one question to ask. A person approves every message before it goes out.
02Ingredients
What you bring.
- A list of quiet sign-ups and stalled checkouts
- Source tag, sign-up time and last contact for each lead
- Where each person stopped, such as KYC, payment or checkout
- Consent to message each person on the channel you use
- A limit on messages per lead, and a rule for closing it
03Equipment
What the run uses.
- An AI model with your offer described
- Your CRM, checkout tool or a shared sheet
- Email, WhatsApp or direct messages
04Method
Six steps you can follow yourself.
- 1List everyone who went quiet
The agent lists everyone who signed up, started verification or began a checkout and did not finish. It leaves out anyone who opted out.
- For each person it collects the name or handle, source and tracking tag, and sign-up or checkout time. It adds the last contact, language and any friction note.
- When a detail is missing, it asks you instead of guessing.
- 2Rank who to contact today
The agent ranks the list, and you decide how many people to contact today.
- It ranks by intent first, meaning what they actually did. Recency comes next, and the first hour counts most when the time is known. Fit with your offer comes last.
- It skips anyone whose only sign of interest is an opened email.
- 3Draft the first messages
The agent drafts one short message for each of today's top leads, up to 3.
- Each message refers to what the person actually did and offers one soft next step. For example, it links back to the step where they stopped. It also suggests a send time.
- The prompt tells it never to promise a result or invent a discount, bonus, deadline or account state. It marks any detail it is missing.
- 4Approve and send each message
A person reads each draft and approves, edits or rejects it. The agent never sends anything.
- If a draft mentions something the lead never did, fix the source data as well as the draft.
- Send approved messages one at a time, only on a channel the person agreed to. Stay within that channel's limits, and never send to the whole list at once.
- 5Find what stopped each checkout
For anyone stuck at checkout, payment or verification, the agent names what most likely stopped them. It says why, using only the details it has.
- It sorts the problem into technical failure, hesitation, price, trust, or verification and paperwork.
- If it cannot tell, it writes the one question to ask them. The question might be whether the page timed out, or which payment method they tried. It might also be whether there was a minimum, or whether verification was needed.
- 6Draft the second and third messages
The agent then drafts a second and a third message for each of these people. Each one removes that problem and gives one clear next step.
- Approve these messages the same way, and never send the same message to everyone.
- After the agreed number of messages, stop and mark the lead closed.
05Ways to run it
Follow the method yourself today, or book a call.
- Yourself
- Free stepsFollow the six steps above with your own tools.
- One click
- Not built yetAsk for it on a call. What owners ask for gets built and tested next.
- On a call
- Open nowBook a call and I reply by email to set a time.