Instant Follow Ups: Follow Up While the Conversation is Fresh

A good follow up gives your customer a clear next step. A great one is personal, and goes out the same day, while the conversation is still fresh.

Many customers don't decide in the appointment. They want to compare options, talk it over or sort out their payment plan, and the follow up is how you remain part of that decision. But after a full day of sales conversations, writing a personal follow up for every customer adds up fast.

So we built it into Siro. With Instant Follow Ups, your follow up is drafted from the conversation as soon as you end the recording, ready to edit and send.

What's new: Instant Follow Ups

As soon as you end a recording, Instant Follow Ups gives you two things: a strategic summary of the conversation, and a follow up built around the next steps you discussed. You read it, change anything you want, and send it. A few things I love about Instant Follow Ups:

• Specific and intentional: each follow up picks up what your customer brought up and points to the next step you agreed on. It's personal, so your customer feels remembered and doesn't have to repeat themselves.
• Integrated: with a connected Outlook account, you send follow ups straight from Siro through our Outlook integration. You can also open it as a text from your own number.
• Mobile and web: the same flow in the Siro app and on the web, so you can review it on your phone right after the conversation or at your desk.

What Instant Follow Ups looks like after a sales conversation

Let's say your customer compared two options and asked a financing question you promised to check. You walk out and end the recording.

1. First, your summary. The first screen shows a quick summary of the conversation.
2. Next, your follow up. It calls back to the two options and the financing question, and points to the next step you agreed on.
3. Then, you decide. Change a line and tap Send Follow-Up, or tap Finish Without Sending. If you sent it by email from Siro, you have 60 seconds to undo.

Short on time? You can finish and move on before the draft fills in. To get a follow up later, open the recording and use the "Write my follow-up" prompt in Ask Siro.

What makes Siro’s Instant Follow Ups different

Any AI tool can write a follow up email. What it doesn't have is your conversation. Instant Follow Ups combines what was said with what your company sells, so the draft is strategic from the start. The goal is a follow up you'd send without rewriting it.

• Built around how the conversation ended. Siro reads the outcome along with what was said, so a draft is designed not to pitch again what the customer already turned down.
• Built to stick to what was discussed. Drafts are built to use the facts from the conversation and your company's context, not an offer the customer never heard.

Paired with real-time guidance during the conversation, Instant Follow Ups means you walk out of the conversation with the next step already drafted. Today, it's rolling out to Siro customers, starting with a beta group.

Already on Siro? Ask your account team when it turns on for your team.

New to Siro? Book a demo to see Instant Follow Ups in action.

FAQ

What is Instant Follow Ups?

Instant Follow Ups is Siro's AI follow up feature for in-person sales. When you end an eligible recording, you get a quick summary of the conversation and a drafted follow up you can edit and send.

How soon should you follow up after a sales appointment?

The same day when you can. The details are freshest for you and your customer, and the customer is still weighing their options.

What should a sales follow up include?

A callback to what the customer cared about, an answer to any open question, and one clear next step. Keep it short and specific to the conversation.

How is Instant Follow Ups different from a follow up template?

A template is the same for every customer. Instant Follow Ups builds each follow up from the recorded conversation, so it reflects what that customer said and the next step you discussed.

Does Instant Follow Ups send automatically?

No. You review and edit the draft, then send it yourself.

Does Instant Follow Ups work with Gmail?

Not for sending straight from Siro yet. With Gmail, Send opens the draft in your email app, and you can always copy it.

Does Instant Follow Ups work on web?

Yes. Instant Follow Ups works on mobile and web.

Who can use Instant Follow Ups?

Instant Follow Ups is rolling out to Siro customers now, starting with a beta group. Ask your Siro account team when it turns on for your team.