Sales follow-up cadence planner
Evenly spaced touch days from 0 to N. Alternate channel (email / SMS / call) in the agent, not here.
Plan follow-ups your team or agent can keep
Leads go cold when follow-ups are skipped, and customers get annoyed when three messages land on the same morning. This follow-up cadence planner spaces a set number of touches evenly across a sequence, so every lead gets a steady, predictable follow-up — whether a person or an AI agent sends it.
How to use the follow-up cadence planner
Enter how many days the sequence should last and how many touches you want. The planner lists the day each touch goes out, starting at day 0. Copy those days into your workflow and decide the channel for each touch there.
Your follow-up days
- Day 0
- Day 4
- Day 7
- Day 11
- Day 14
What your plan means
Each line is one touch and the day it should go out, counted from the first contact. The spacing is even, not tuned to your customers — once real replies come in, move touches earlier or later and stop the sequence as soon as a lead responds.
FAQ
What is a follow-up cadence?
A follow-up cadence is the schedule of touches you make after a lead or customer first gets in touch — for example after a quote, an inquiry, or a missed call. It sets which days each follow-up goes out over a fixed number of days, so no lead is forgotten and no one gets several messages on the same morning.
How does this planner space the touches?
It spreads the touches evenly from day 0 to the last day of the sequence: touch i lands on day i × length ÷ (touches − 1), rounded to the nearest day. With a 14-day sequence and 5 touches, that gives days 0, 4, 7, 11, and 14. The planner always uses at least two touches.
How many touches and how long should a follow-up sequence be?
There is no single right answer. It depends on how long your customers usually take to decide, how the lead came in, and how quickly they tend to reply. Start with a plan your team or agent can actually keep, check which touches get replies, and adjust the length and number of touches from there.
Should each follow-up use a different channel?
The planner only gives you the days. Which channel each touch uses — email, SMS, or a call — is decided in the workflow, based on the contact’s consent and preferred channel. Alternating channels is common, but keep it to what the customer has agreed to.
How does an AI agent run a follow-up cadence?
The agentic workflow starts from a trigger such as a new lead in your CRM, schedules each touch on the planned day, drafts the message from the lead’s context, and stops as soon as the lead replies or books. Outbound messages can go behind a human approval step, and anything unusual is handed to a person.
Need follow-ups that run themselves?
GoWith agentic builds run follow-up workflows end to end and hand off to your team when a lead needs a person. See all free tools, the lead response time & SLA calculator, the no-show risk calculator, and the CRM hygiene checker for the rest of the lead-handling lane.
Educational only. Not legal advice and not a substitute for testing the live agent. Follow-up cadence planner runs in your browser — nothing is sent to your CRM unless you copy it yourself.
Related lead-handling tools
Planned your cadence? Book a consult and we’ll help you turn your follow-up process into an agentic workflow that sends each touch on schedule and stops the moment a lead replies.