Part of your AI team
Julie follows up on your quotes
Sales · she tracks every deal through to your decision
No sales opportunity goes cold for lack of a follow-up.
No commitment. The sequence stops when you report the customer’s reply, and nothing goes out that you have not switched on or approved.
A salesperson in that role: 2,900 € per month. Julie is included in the offer, with the whole team.
The role at a glance
The summary. The detail follows just below.
- Role
- Sales
- Owns
- Your sales opportunities: quotes awaiting a reply, prospects, follow-ups
- Works from
- What you sell, your quotes, your outreach criteria, your sales rules
- Produces
- Follow-ups, qualified prospects, sales messages
- Can act alone
- Follow up a quote at the set intervals, once that follow-up is switched on
- Must ask you
- Any first outreach message: nothing goes out without your review
- Hands over to
- Emma, when a prospect replies and the conversation startsAvailable today
- Reports to
- Rilo
You provide
- What you sell
- Your quotes
- Your outreach criteria
- Your sales rules
It does
- Follows up quotes that got no reply
- Finds and qualifies prospects
- Writes your sales messages
You get back
- Follow-ups that went out at the right time
- Qualified prospects, each with the reason written out
- Messages ready for you to review
Julie works your opportunities. Negotiation and decisions stay with you.
What it takes off your plate
- Quotes that get forgottenSet up with you at onboarding
- Outreach done in fits and startsSet up with you at onboarding
What it works from
- What you sell and your sales rulesSet up with you at onboarding
- Your quotesSet up with you at onboarding
Read from the Quotes screen, with nothing to retype.
- Your outreach criteriaAvailable today
Trade and town, then your own filters.
What it produces
- Follow-ups on your quotesSet up with you at onboardingJulie sends
- Qualified prospects, with the reason written outAvailable todayYou approve, Julie sends
- Messages ready for you to review, for the deals waiting on a follow-up or a replyAvailable todayJulie drafts, you sendAutonomyYou decide
A follow-up, a reply you owe, a last message to a prospect who stayed silent: she writes them, you send them.
- Sales messages and their follow-upsSet up with you at onboardingYou approve, Julie sends
How far it goes on its own
- Follow-up on quotes that got no reply, on day 3, day 7, then day 14, depending on how many follow-ups you chooseSet up with you at onboardingJulie sendsAutonomyPer your settings
Stops on its own as soon as the quote changes status. Goes out with the daily task, once switched on in the Quotes screen.
- Finding and qualifying prospectsSet up with you at onboardingYou approve, Julie sendsAutonomyYou decide
The search and the writing happen straight away. Sending, once you have approved, goes out with the daily task.
- Prepares your direct messages for Instagram, TikTok, Facebook and LinkedInAvailable todayJulie drafts, you sendAutonomyYou decide
You paste them in, she keeps track of the follow-ups: which message to send now, and whose turn it is today.
- Tracks every deal, from first contact to your decisionAvailable todayAutonomyAutomatic
A quote you send or a prospect she contacts enters “My deals” on its own. You declare what is won or lost, and why.
Who it hands over to
- To Emma, when a prospect replies and the conversation startsAvailable today
You flag the reply, Emma carries it into the conversation.
How Julie picks a prospect
- 1Prospect found: she searches by trade and by town.
- 2Criteria checked: Julie measures the listing she found against your own criteria.
- 3Reason written out: she says what her opening line rests on, or what was missing.
- 4Message prepared: a first message and its two follow-ups, in your voice.
- 5Follow-through: you approve on the review screen, then Julie sends and runs the follow-ups.
- 6Every deal has a stage, from “to contact” to “won”: you move them between stages, Julie moves them forward, and Rilo flags the ones that are waiting.
What Julie will never do
These are not features coming later: they are limits set by design.
- Negotiate a price with your customer
- Grant a discount, even a token one
- Commit your business to a contract
- Change a quote on your behalf
What if the AI gets it wrong?
No role on your AI team has a blank cheque. Each one has a defined scope, its own rules and actions it is not allowed to take. When something is missing or a request falls outside that scope, it stops and asks you rather than inventing an answer.
Your side of the work
- At the start : you teach it about your business.
- From then on : the team works from that shared memory.
- Day to day : you step in only where a decision is yours to make.
The three statuses
- Available today
- Set up with you at onboarding
- In development
And who decides
- AutonomyAutomatic
- AutonomyPer your settings
- AutonomyYou decide
Frequently asked questions
Is Julie included in my subscription?
Yes, she comes with the offer, with no add-on and no hidden sales quota.
Does she send the messages for me?
It depends on the mission, and each one says which on this page. Quote follow-ups go out on their own once you have switched the follow-up on, and they stop as soon as the quote changes status. For outreach, you approve every message on the review screen: after that Julie sends, and runs the follow-ups.
Can she work from my existing customer list?
Not by importing a file: Mixelligence has no screen for importing a list. Julie works from the contacts already known in your space, the ones from your quotes, your appointments and the requests received through your website, which you find under “Contacts”.
What if someone no longer wants to be contacted?
Every message carries the means to say so, and that refusal holds for the whole team, for good. It is spelled out from the very first contact, and data retention is limited.
How does she know what to write for my trade?
From your brand profile: your tone, what you sell, what you refuse to say. It is the shared memory of the whole team.
Go further: the quote itself is prepared by Léa before Julie follows it up, and the page How it works shows what goes out after your click and what goes out on its own once you have switched it on. To see your team prepare a first piece of work from your own business, try the demo.