Skip to content
futureagent

Agents ready to work for you.

323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.

Your industry:

14 templates in prospecting and sales

  • Automation

    Quote follow-up

    Unanswered quotes followed up after 5 business days, with a polite, personal message.

    Google SheetsGmail

    €9 per monthWeekdays at 9 am

  • Automation

    Local prospector

    Every morning, new local businesses added to your prospect list.

    Google MapsGoogle Sheets

    €49 per monthWeekdays at 7 am

  • Automation

    Pre-meeting brief

    The evening before every client meeting, a brief on the company and the person.

    Google CalendarGmail

    €49 per monthSunday to Thursday at 7 pm

  • Automation

    CRM kept up to date

    Your email exchanges logged in the CRM: new contacts, deal stages and next steps.

    GmailPipedrive

    €9 per monthMonday to Friday at 7 pm

  • Automation

    Prepared LinkedIn messages

    Every week, 15 personalized outreach messages, ready for you to approve and send.

    Google SheetsGoogle Docs

    €4 per monthEvery Monday at 8 am

  • Automation

    Lead enrichment

    Every new CRM contact completed: job title, company size, website, LinkedIn.

    HubSpotApollo

    €79 per monthOn every new contact in HubSpot

  • Automation

    Sales proposals

    After the discovery meeting, a structured proposal in your style, ready within an hour.

    Google DriveHubSpot

    €9 per monthAfter every discovery meeting

  • Automation

    Tender finder

    Public tenders in your field spotted every morning, summarized and ranked.

    Web searchGmail

    €49 per monthWeekdays at 7:30 am

  • Automation

    Inquiry qualifier

    Every contact request from your website sorted, scored and passed to the right person.

    TypeformHubSpotSlack

    €9 per monthOn every new form response

  • Automation

    Proposal follow-up

    Every proposal sent followed up tactfully, the decision tracked to a yes or a no.

    PipedriveGmail

    €4 per monthWeekdays at 9 am

  • Automation

    Monday pipeline update

    Every Monday, the state of your sales pipeline and the deals to chase.

    PipedriveSlack

    €3 per monthEvery Monday at 8:30 am

  • Automation

    Engagement meeting minutes

    After every client workshop, the minutes, decisions and progress update sent.

    tl;dvGoogle SheetsGmail

    €9 per monthAfter every engagement meeting

  • Automation

    News about your key accounts

    Funding round, new hire, new website: a reason to get back in touch at the right time.

    Google SheetsWeb search

    €4 per monthEvery Tuesday at 8 am

  • Automation

    Industry notes for your clients

    Every month, a note on your clients' industries: figures, trends, regulation.

    Web searchGmail

    €3 per monthOn the 5th of every month at 8 am

Can't find your agent? Describe the task in one sentence and the architect will build it for you.

Describe my task