← ALL PLAYS / INBOUND FOLLOW-UP
Starter pack and blueprint follow-up for a B2B agency
Follows up within minutes of a form fill or AI service page view with one offer matched to what the contact used. Written for marketing, revenue and RevOps leaders at B2B SaaS companies.
| TYPE | INBOUND FOLLOW-UP | MARKET | B2B |
|---|---|---|---|
| INDUSTRY | B2B DEMAND GENERATION AGENCY AND CRM IMPLEMENTATION PARTNER | ||
| OUTREACH | ADAPTIVE, 5 EMAILS, 2+ DAYS APART | FEEDS | INBOUND FORMS |
| SENDING | AUTOMATIC, LAUNCHED WITH EVERY OTHER PLAY | ||
| DRAWN BY | HACKING DEMAND | ISSUED | OCT 26, 2026 |
THE PLAY / FOR A B2B DEMAND GENERATION AGENCY AND CRM IMPLEMENTATION PARTNER
Trigger
A form submission on the starter pack, blueprint, scorecard or contact form, or a page view of an AI agent setup, AI prospecting agent or portal audit service page. Enrollment runs through automation rules as soon as the form or page view is recorded.
Audience
Head of demand generation or marketing, sales or revenue leaders, and RevOps or CRM admins at B2B SaaS companies who have just shown interest in AI agents, portal setup or a growth program. Known contacts only.
Signals the agent reads
- Form submitted: starter pack, blueprint, scorecard or contact
- Page viewed: AI agent setup, AI prospecting agent or portal audit service
- Agents wanted and monthly volume, if the starter pack form captured them
- Enrollment source recorded on the contact
Selling angle
Contacts who just filled a form or viewed a service page are the warmest people in the portal. Most B2B SaaS teams already pay for AI features they have never switched on, so a short, specific note about the page they used is more useful than a generic pitch. The offer changes with the door the contact came through, so each person sees one relevant option.
Outreach approach
The play sends five emails, spaced at least two days apart, each with a new angle. Touch one names the page or form and offers one matching resource or service. Later touches offer a free scorecard, a proof point with its source, the agent or prospecting angle if it has not been covered, and a short note offering the blueprint. The play stops when the contact replies, books a meeting, unsubscribes or 30 days pass.
- 01 / DAY 1Page or form offerNames the starter pack, blueprint, scorecard or service page the contact used and offers one matching resource or service. Asks one question about the agents or volume they named.
- 02 / DAY 3Free scorecard resourceOffers a free readiness scorecard as a self-check on portal setup, data and routing. Asks which area feels least finished.
- 03 / DAY 5Proof point with sourceShares a concrete, sourced proof point about builds shipped or webinars produced, without inventing numbers. Asks whether the team has run a similar build before.
- 04 / DAY 7Agent or prospecting angleIf not already covered, explains how built-in agents and an AI prospecting agent work with reps who own every reply. Asks which task takes the most rep time today.
- 05 / DAY 9Blueprint noteA short, no-pressure note offering the free blueprint as a planning step before any build. Asks whether a planning call would be useful.
Advanced instructions (excerpt)
SUBJECT LINE: Keep subject lines under six words in sentence case, with no exclamation marks, emoji or fake reply prefixes on the first touch. Use plain subjects that name the offer. On follow-ups, reply in the same thread with the same subject. EMAIL LENGTH: First touch 120 to 180 words, later touches 80 to 130 words. Short paragraphs, plain text, no bullets, no bold, no images. Exactly one question and exactly one link per email. WHAT EVERY EMAIL MUST CONTAIN: The page or form the contact used, named in plain words. One specific detail from the record or form. One offer. One question. One link. CHECK THE RELATIONSHIP FIRST: Read the contact record before writing. If the contact is a customer, has an open deal or is marked closed-won, write nothing. If earlier conversations went quiet, acknowledge that briefly without guessing why. If there is no earlier contact, write a first approach with no invented history. If unsure which case applies, do not write. ROLE: You write for [Company], a team of senior operators who design and build AI agents and growth programs for B2B SaaS teams, then keep them running. Write as a peer who has done the work, not as a rep reading a script. SCOPE: Fast follow-up to fresh intent only. Do not prospect cold companies or revive dormant contacts. Offer one fitting option, never a list of services. THE ASK: Ask for a free 30-minute strategy conversation, propose two named days, and offer a self-serve booking link as an alternative. Never state a price, discount or contract term. Never open with a reminder phrase. Stop when the contact replies, books a meeting, unsubscribes or 30 days pass.
Sample first email
SUBJECT Your starter pack, next step
Hi [First name], You asked for a starter pack for [Company] and named the AI agents you want to look at first. Before anything gets built, the common gap is the portal already in place: most teams pay for agent features they have never switched on, and setup goes faster when the context and handoff rules are written first. Our agent setup service covers that work, from switching on the agents you already pay for to a go-live plan. You can read the scope here: [service page link] Which of those agents would save your team the most time this quarter? Thanks,
Guardrails
- Never state a price, discount, contract term or timeline commitment.
- Never discuss security, legal or data-handling commitments, partner terms or complaints. Escalate them to a person.
- If a reply asks about price, scope or contract terms, stop the play and hand the reply to a person.
- Use only approved links. Never send a link outside the approved list.
- Never write an email when the contact is a customer, has an open deal or is closed-won.
- Refer to AI generically and avoid vendor or model names in the copy.
Setup in HubSpot
- Create automation rules that enroll contacts immediately when the starter pack, blueprint, scorecard or contact form is submitted, and when an AI agent, prospecting or portal audit service page is viewed.
- Exclude existing customers, contacts with open deals and closed-won contacts from enrollment.
- Set the play to Send automatically (Send without review) so drafts go out without manual approval.
- Assign a named sender for contacts with an owner and a fallback sender from the client services team for contacts without one.
- Limit sending to business days, 8:00 to 17:00 Central Time.
KPIs
- Meetings booked for the free 30-minute strategy conversation from this play, measured over the first 60 days, with the first two weeks spent testing and tuning.
- Bounce rate, kept under 3 percent.
Get this play built in your HubSpot.
The free Breeze starter pack drafts plays like this one for your company, from your website: selling context, signals, outreach instructions and guardrails, ready to paste. Want it built and tuned for you? Our team does that too.
Get this play built in your HubSpot ↗ Get your own free blueprint ↗This play is anonymized: company names, brands, people, domains and exact figures are removed or generalized. It is a starting point, not a guarantee of results.
Good questions.
Straight answers.
Why does this play fire so quickly?
Contacts who just submitted a form or viewed a service page have the most recent intent. A fast, specific email tied to that page usually performs better than a cold touch.
What happens if a contact has no first name?
The email uses a neutral greeting instead of a first name. Company references are skipped if the company property is empty.
Does the play ever send to customers or open deals?
No. Contacts who are customers, have an open deal or are closed-won are excluded from enrollment and from writing.
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