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← Revenue motions

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.

A follow-up meetingOwned by the Sales Manager

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]