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Alper Tayfur

Automate Sales Follow-Up for Chocolate Factory Buyer Conversations

A chocolate factory client had a simple but expensive sales problem: good conversations with buyers sometimes went quiet because nobody followed up at the right time. Some opportunities were waiting on sample feedback, pricing, private-label details, minimum order quantities (MOQs), packaging, or distributor discussions. The opportunities were still active, but they were easy to lose track of. I built a follow-up workflow for the client in Awish. Step-by-step: 1. I opened the Awish chat and wrote: “Track our open sales opportunities from Microsoft Teams and Google Sheets. Every business day, review the latest customer conversation, sales stage, planned follow-up date, customer interest, and how long we’ve been out of touch. Find opportunities that need follow-up around samples, quotations, private label, MOQ, packaging, or distribution. Explain why each customer should be contacted, recommend the next action, and prepare a personalized Teams follow-up message based on the real conversation history. Never send anything without the salesperson’s approval. When the customer replies, close the old follow-up action and update the Sales Master record.” 2. Awish understood the request, planned the workflow, and selected Microsoft Teams and Google Sheets for the process. 3. I connected the client’s accounts, reviewed the plan, and approved the automation. 4. When a new customer conversation takes place in Teams, Awish updates the related sales record. 5. Every business day, it reviews open opportunities and finds deals that are overdue, at risk, or ready for the next follow-up. 6. For each opportunity, it explains why follow-up is needed and what the salesperson should do next. 7. Awish prepares a personalized Teams message using the actual conversation history, but waits for the salesperson’s approval before sending anything. 8. When the customer responds, the previous follow-up is closed and the opportunity status in Google Sheets is updated automatically. Now the sales team gets a prioritized daily list of who needs attention, why they need attention, and what the next message should be—without manually reviewing every old conversation. I want to keep building more workflows like this for real businesses. If you have a complex, repetitive process in your company that you think should be automated but you’re not sure how to build it, send it to me. I’d be happy to see if I can turn it into a working automation with Awish.

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