AI by industry · Marketing agencies
Lead follow-up for marketing agencies, automated
A marketing agency can follow up automatically by logging each lead and proposal with a date and having AI draft a useful check-in when it has been quiet. You review before it goes. The same system flags clients who might be ready for more work and old leads that deserve one more note.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
After the discovery call
Send a short recap within a day: what you heard, what you suggest and the next step. It shows you listened. AI can draft it from the call notes, and you tidy it.
The proposal in limbo
Proposals often sit while the buyer gets a second opinion or waits for budget. A follow-up that offers something useful, such as an example from a similar business or a smaller starting scope, beats a plain “checking in.”
Stop after a few tries. Respect a no.
Growing existing clients
A client with a good first quarter might need more. A reminder to review each account on a regular schedule, with notes on what has gone well, makes the conversation about expansion natural rather than pushy.
Picture this
Examples of what it can look like. Illustrations, not clients.
A proposal for a three-month trial of paid search has been out for ten days. The drafted note offers a short call to adjust the starting budget, and you send it.
A lead from last year opens an email you sent. You are reminded to send a personal note since they seem to be looking again.
An email client has had strong engagement for a quarter. Your account review suggests proposing a paid social test, and drafts the talking points.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“header information that is materially false or materially misleading.”
Sources
- 15 U.S.C. § 7704 (CAN-SPAM Act): Rules for commercial email: honest headers, opt-out, address.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your marketing agency to hand to AI first, what we would build, and roughly how long it takes.
Questions
How many follow-ups are too many?
Three or four well-spaced, useful ones is generally reasonable. After that, a polite close-out.
Does automated follow-up break email laws?
Marketing email has rules on identification and opt-out. Follow them, and keep individual sales follow-ups personal.
More jobs AI can take on
What Westward builds for this
Follow up automatically: the same job in similar businesses