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One-time Project

Build a follow-up agent for our sales reps

Posted Jun 3, 2026

Budget

$3,000 – $5,000

Timeline

Within 1 month

Location

New York · Remote

Languages

English

Service Type Needed

Automation & AI Agents

Apply / Contact

Project Description

Fintech startup near FiDi. Our reps close well on calls but drop the ball on follow-up, so warm leads go quiet. We want an agent that reads our inbox, drafts context-aware follow-ups, and schedules meetings, with a human approval step for at least the first month. We run on HubSpot and would prefer a build on Claude or OpenAI. Keep it tightly scoped; we do not want anything emailing clients unsupervised yet.

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