// for b2b saas sales teams

Your AE is in a demo. The lead just emailed three competitors.

Inbound demo requests don't sit in one inbox. They sit in your AEs', heads-of-ops', sales engineers'. Lead Follow Up drafts the first cited reply the moment a request lands, grounded in your pricing tiers, security docs and integration matrix.

Gmail and WorkspacePricing-grounded answersSecurity docs citedSetup in 4 minutes
mail.google.com · inbox · high intent
Priya Menon <priya@orbitly.io>
to you · 3 min ago
● Inbound demo request
Pricing for 40 seats + SSO and audit log requirements
Hi — evaluating tools for our 40-person team. We need SSO (Okta) and audit log export for SOC2. Can you confirm pricing and whether this is on Pro or Enterprise? Targeting a decision this week.
Drafted from your knowledge base
5s · 3 sources
Hi Priya — for 40 seats, Pro is $39/seat/mo billed annually and includes Okta SSO. Audit log export is on Enterprise today and ships to Pro on May 14. Happy to walk through a 25-minute demo this week — does Thursday 11am ET work?
pricing-2026.notion0.96
soc2-trust-center.pdf0.92

Live example · B2B SaaS Sales Teams

// the saas reality

Decision-this-week leads. AE-in-a-demo replies.

Without LeadFollowUp

Inbound piling up. AEs in calls all day.

  • AEs in back-to-back demos; the new request sits unread for two hours.
  • SDRs send a generic 'happy to demo' reply that doesn't answer the actual pricing or security question.
  • Pricing changes weekly. The latest Notion page never makes it into the reply.
  • Lost deals turn up in pipeline review three weeks later, attributed to 'no response.'
With LeadFollowUp

Demo request in. Cited answer. Before the demo ends.

  • Every inbound demo request gets a draft reply in seconds, citing the current pricing page and the right security doc.
  • Drafts actually answer the question — tier, seat price, SSO, audit logs — and propose a real demo slot.
  • Stale-deal alerts ping the AE the moment a thread goes quiet past your SLA.
  • You stay in Gmail and Salesforce. The pipeline stops leaking to faster competitors.
// what it does for saas

Three jobs done right.

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

01

Replies grounded in today's pricing, not last quarter's.

Connect your pricing page, ROI calculator and tier comparison doc. Every draft cites the exact tier, seat price and overage rule. Update the doc once — every reply is right forever.

> source: pricing-2026.notiontier: pro · seats: 40 · price: $39/seat/mo
02

Security questions, cited from your trust center.

Connect SOC2, ISO, DPA and your security review FAQ. Drafts cite the exact policy and version. Your AE looks like a sales engineer; the prospect feels confident handing it to legal.

> source: soc2-trust-center.pdfcovers: sso · audit · dpa · subprocessors
03

A pipeline-leak dashboard, not just drafts.

Set an SLA per stage (inbound, qualified, post-demo). Lead Follow Up tracks every open deal, flags the ones going cold, and sends a weekly report of how much ARR you almost lost.

> this weekinbound: 47 · stale: 6 · arr at risk: $148k
// how it works

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

i.

Connect each AE's Gmail

One-click OAuth per AE. We only read the labels and threads you scope to — inbound, demo-requested, qualified. No personal mail. Revoke any time.

ii.

Connect pricing, security and integrations

Drop in your pricing Notion, SOC2 PDF, integrations matrix and ROI calculator. Lead Follow Up indexes overnight and learns every tier, every policy, every connector.

iii.

AE reviews. AE sends.

Next inbound request, the cited draft is already in the AE's inbox between demos. They edit, hit send, move on. The prospect sees a real answer in minutes — not 'let me get back to you on pricing.'

// early signal

We had three pricing pages, two security docs and a tier comparison spreadsheet. AEs were copy-pasting and getting it wrong. Lead Follow Up turned all of it into one cited inbox. Our median time-to-first-reply went from 47 minutes to 4. Demos booked is up 3.1×.

M
Marcus Holt
Head of Sales, Cadenceflow · Series A B2B SaaS
4 min

Median time to first reply on inbound demo requests

3.1×

Increase in demos booked from inbound

$148k

Median monthly ARR flagged as at-risk

0

Auto-sent replies. AE always reviews.

// saas, common questions

The questions teams like yours always ask first.

Does it sync with Salesforce or HubSpot?
+
Native CRM sync is on the roadmap for Q2. Today, Lead Follow Up writes the reply in Gmail and your CRM picks it up via your existing email-to-CRM connector (Gong, Outreach, native HubSpot Gmail extension, etc.).
How does it handle pricing changes?
+
You update the pricing doc — Notion, Drive, or a synced URL — and the next draft reflects the change. There's no separate 'pricing rules' to maintain inside Lead Follow Up. One source of truth, indexed continuously.
What about security review questionnaires?
+
Lead Follow Up answers from your trust center: SOC2, ISO, DPA, subprocessor list. For full custom questionnaires (Vanta, Whistic) we surface a draft response per question, citing the source — your AE confirms each one.
Will it auto-send replies?
+
No. Draft-only by default, always. Every reply sits in the AE's inbox waiting for review. Enterprise teams can enable autosend for narrow categories (meeting confirmations, scheduling) — off by default.
Sender domain — does it use the AE's address?
+
Yes. Drafts are written into the AE's own Gmail and sent from their address. No 'sent via Lead Follow Up' footer. The prospect sees a real reply from the human owning the deal.
What about EU data residency?
+
EU residency is on the roadmap for Q3. Today the platform is US-region with a signed DPA and Standard Contractual Clauses for EU customers. Full data agreement available on request.

Reply before they shortlist someone else.

Join sales teams already using Lead Follow Up to put a cited, on-pricing reply in front of every inbound prospect — before the AE finishes their next demo.

Get early access
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