Revenue motion
The stack of business cards that never gets worked.
Conversations at an event decay within about a week, and the follow-up almost always happens too late and too generically. This motion contacts everybody within a day, referencing what was actually discussed at the stand.
The motion, defined.
Audience
Everybody you spoke to at an event, with what was discussed recorded
Offer
Continuation of the conversation you had in person
Goal
A follow-up meeting
Channels, in order
Email within one day → A call after three days for anybody who showed real interest
Success condition
A follow-up meeting held, or the contact closed with a reason
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
- Contact within a day, referencing the specific conversation
- Qualify on the standard bar
- Book follow-up meetings
- Drop anybody who was only collecting brochures
A person does this
- Record what was actually discussed, at the event
- Take the follow-up meetings
Qualified means
- Whether there is a real requirement
- Whether they remember the conversation
- Whether there is a timeline
The agent can never
- Contact anybody whose details were collected without a basis for contacting them
- Claim a longer conversation than was recorded
- Contact an entire attendee list rather than the people you met
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]