No lead goes quiet

Leads go quiet when follow-ups slip, and by the time a producer remembers, the prospect has moved on. This demo shows Lead Coach, an Agentforce agent, flagging a quiet lead on the producer's Home page with the reason, a recommended next touch and a drafted opener, saved as a task for the producer to edit and send.

Overview

This workflow is for agency producers working leads and prospects. A producer means to follow up, and by the time they remember, the prospect has moved on.

What you'll see

On the producer's Home page in Salesforce, My Day lists follow-ups, and some carry a Lead Coach badge saying who to contact next and how. The producer opens one. The lead was last touched 65 days ago, so the coach recommends an email. The opener is already drafted, and the reason is written in: one touch so far, and more than 30 days without another. The producer acts on it in one step, choosing to save the email draft as a task to edit and send, and clicks Do it. The confirmation says the draft is saved as a task and nothing was sent. The video then shows the task on the lead's own page, in its activity, holding the opener ready to edit.

How it works in Salesforce

Lead Coach runs on a configured schedule; in this demo, early each morning. It reads leads and early-stage deals, including when each was last touched and how many touches it has had; as built, it also uses signals such as X-dates, decision makers and quiet referral partners. It recommends the next touch, drafts the opening words, and writes each nudge as a task the producer sees in My Day. It updates records only when the producer picks an action; in this demo that action saves the draft as a standard Salesforce task on the lead. The nudges and My Day list are PS Advisory configured.

Where people stay in control

The producer chooses the action on each nudge, or dismisses it. Saving the draft sends nothing: the opener waits in a task, and the producer edits it and sends it personally.

Configured for your organization

PS Advisory provides Lead Coach as a foundational agent in its Agentforce for Insurance accelerator, so you start from a working pattern rather than from scratch. It is configured for your Salesforce org, including when a lead counts as quiet and which follow-up actions producers can choose from.

Live Salesforce screens. Client data is simulated; the nudges are written each morning.