Lift Offer Conversions with Scalable Reminders

You want to: Make sure no warm lead slips through the cracks when an offer expires — especially when your sales team is already at capacity.

Your AI agent can: Automatically call leads with active offers, remind them before expiration, and escalate interested prospects to your sales team for fast follow-up.

Contact Sales

Industry: Any

Business Goal: Sales Acceleration

Call Direction: Outbound

Agent Type: Reminder Agent

What can this AI Agent help you achieve?

Lift conversion rates

More leads reached before offer expiry

Extend sales team reach

Follow up at scale without more headcount

Close follow-up gaps

Ensure every interested lead is contacted

Use the agent when:

Running end-of-quarter, seasonal, or launch-based promotions
You have lots of open deals with no recent activity
BDR/AE teams are spread thin and unable to follow up consistently

What you need:

Offer expiration data in your CRM
Clear qualification/escalation criteria
Pre-approved reminder script

How to set it up:

Trigger it:

[X] days before [Offer Expiration Date]
When [Lead Status] = Open but inactive

What it says (Sample dialogue)

“Hi [Customer First Name], just a quick reminder that your [Offer Name] is available until [Offer Expiration Date]. Would you like to take advantage of it today?”

What it does next:

If yes → Tag as [Positive Outcome Tag], escalate to [Assigned Sales Owner]
If no → Update CRM as [Negative Outcome Tag]
If maybe → Offer [Follow-Up Action] via [Follow-Up Method]

Setup prompt template

Setup Prompt Template

Objective:

Remind prospects about [Offer Name] expiring on [Offer Expiration Date] and confirm their interest.

Scope:

Only reference [Offer Name]
Do NOT negotiate, discuss pricing, or introduce other offers

Tone and Style:

Friendly, upbeat, and lightly urgent
Helpful and clear, never pushy

Key Phrases to Use:

“Just a quick reminder that your [Offer Name] is available until [Offer Expiration Date].”
“Would you like to take advantage of it today?”
“I’m happy to help with next steps.”

Phrases to Avoid:

Don’t apologize for calling
Don’t mention unrelated offers or pricing

Required Actions:

Greet with [Customer First Name]
Mention [Offer Name] and [Offer Expiration Date]
Ask for confirmation
If yes → Tag as [Positive Outcome Tag], notify [Assigned Sales Owner] in [CRM Name]
If no → Tag as [Negative Outcome Tag]
If maybe → Offer [Follow-Up Action] via [Follow-Up Method]

Escalation Rules: