// for marketing & creative agencies

The brief lands in five inboxes. The first to reply wins the call.

Inbound RFPs go to a shortlist. While your AE is in a pitch, the prospect is already on a discovery call with someone else. Lead Follow Up drafts an on-brand reply the moment a brief arrives, grounded in your real rate card, case studies and SOWs.

Gmail and WorkspaceSign as the AE, not the botSetup in 4 minutesNo credit card
mail.google.com · inbox · high intent
Sasha Reid <sasha@northwellbrand.com>
to you · 2 min ago
● New RFP
Brand refresh + website rebuild — timeline & ballpark
Hi — we're a 60-person consumer health brand and we're shortlisting four agencies for a Q3 refresh. Looking for ballpark range and how you'd phase a 12-week rollout. Decision by next Friday.
Drafted from your knowledge base
5s · 2 sources
Hi Sasha — thanks for the note. For a brand refresh + website rebuild at your stage, our typical engagement runs $85k–$140k phased across 12 weeks: weeks 1–3 brand strategy, weeks 4–8 visual system, weeks 9–12 build and launch. Happy to walk through two recent rollouts that hit the same window. Does Wednesday 2pm ET work?
rate-card-2026.pdf0.96
case-study-axle.pdf0.91

Live example · Marketing & Creative Agencies

// the agency reality

The shortlist closes in 48 hours. You're still in pitch.

Without LeadFollowUp

AE in a pitch. RFP cooling on the chair.

  • AE in back-to-back pitches; the inbound RFP sits unread until evening.
  • "Let me check with the team and get back to you" — that delay loses the brief.
  • Generic intro deck blasted at every prospect because there's no time to tailor.
  • Case studies live in Drive. Rate card lives in Notion. Nothing surfaces mid-reply.
With LeadFollowUp

Brief in. Cited proposal. Before the next pitch ends.

  • Every RFP gets a draft reply in seconds, citing the rate card and the relevant case studies.
  • Replies are tailored to the brief, signed off as the AE, with realistic phasing — not a templated intro.
  • Stale-RFP alerts ping the AE the moment a thread goes quiet past your SLA.
  • You stay in Gmail. The brief stays in your inbox. The win rate moves.
// what it does for agencies

Three jobs done right.

Built for the realities of agencies work — not a generic AI email tool retrofitted to fit.

01

Replies that cite your rate card, not a template.

Drop in your rate card, case studies and SOWs. Every draft cites the exact line item and case study it drew from. No invented ranges. No "starting at" hedging.

> source: rate-card-2026.pdftier: brand-refresh · range: $85k–$140k
02

Sign as the AE, not the founder.

Drafts appear in the right AE's inbox, in their voice, on their domain. The prospect sees a personal reply from the human handling the account — not a generic agency address.

> mode: per-accountsender: ae · cc: pm · sla: 30 min
03

A pipeline leak report, not just drafts.

Set an SLA per stage (brief, scope, contract). Lead Follow Up tracks every open RFP, flags the ones going quiet, and sends a weekly report of how much pipeline you almost lost.

> this weekrfps tracked: 14 · stale: 3 · saved: $210k
// how it works

Up and running in four minutes. Replying for you before lunch.

i.

Connect Gmail per AE

One-click OAuth on each AE's account. We only read the labels and threads you scope us to — never personal mail. Revoke any time.

ii.

Load your rate card and case studies

Drop in your rate card, recent SOWs, scoping doc and a Drive folder of case studies. Lead Follow Up indexes overnight and learns your phasing, ranges and tone.

iii.

Reply before the next pitch ends

Next inbound RFP, the AE opens Gmail and the cited draft is already there. Edit, sign off, hit send. The prospect hears back in minutes — not the next morning.

// early signal

We were losing one or two real RFPs a week to whichever agency replied first. Once Lead Follow Up was drafting cited responses on my AEs' behalf, our shortlist-to-pitch rate jumped overnight. We win briefs we used to never even hear back from.

D
Daniel Okafor
Managing Partner, Folio Studio · 14-person creative agency
11 min

Median time to first reply on inbound RFPs

2.4×

Increase in shortlist-to-pitch conversion

$210k

Pipeline flagged as stale per month, on average

0

Auto-sent replies. AE always reviews.

// agencies, common questions

The questions teams like yours always ask first.

Can the draft sound like the AE, not the agency?
+
Yes. Each AE connects their own Gmail and the draft is written in their voice, signed with their name, sent from their address. Prospects see a personal reply from the human handling the account.
What if a prospect asks for case studies under NDA?
+
You scope which case studies are connected. Anything under NDA stays out of the index. Drafts only ever cite what you've explicitly made available.
Does it work across multiple client accounts?
+
Yes. Each AE can have their own knowledge base and SLA. Pricing is per seat, not per account, so an AE running ten brands costs the same as one running two.
Can it propose pricing or does it always defer?
+
It proposes the typical range from your rate card and cites the line item. If a brief falls outside known ranges, the draft flags the gap rather than guessing — and routes the thread to the partner-level SLA queue.
How is this different from a CRM or a proposal tool?
+
A CRM tracks the deal. A proposal tool builds the formal doc. Lead Follow Up does the bit in between: the first cited reply that decides whether you make the shortlist at all.
What about white-labeling?
+
Replies go from your AE's address. The product never inserts a footer or a sender flag. Prospects don't see Lead Follow Up branded into the thread.

Win the briefs you almost lost.

Join agencies already using Lead Follow Up to put a credible, cited reply in front of every shortlisted prospect — before the next pitch ends.

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