Revenue motion
The customers who have not heard from you since March.
A newsletter is the lowest-effort way to keep a relationship alive, and the one most often judged on the wrong number. This motion sends it, then reports what followed: who came back to the website, who enquired, and what became an opportunity.
The motion, defined.
Audience
Customers and engaged prospects who have consented to receive it
Offer
Useful information, not a pitch
Goal
Website returns and enquiries that become opportunities
Channels, in order
Success condition
Enquiries and opportunities attributable to the send
Accountable owner
Sales Manager
Who does what.
Shown exactly as the review screen shows it before the motion launches. You can change any of it except the last list — those are refused to every agent on every plan.
The agent does this, unattended
- Propose the audience, the topic and the send time
- Assemble the content from approved material
- Report what happened after the click
- Flag anybody who re-engaged so a person can follow up
A person does this
- Approve the audience and the content before anything sends
- Follow up the people who re-engaged
Qualified means
- Whether a recipient re-engaged
- Whether that re-engagement looks commercial
The agent can never
- Send without approval
- Include a claim not in approved content
- Send to anybody who has opted out of marketing, whatever their customer status
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]