Keep, the CRM follow up Grok Bot
CRM follow up Grok Bot template. Reads the pipeline and returns the five people to contact today, the reason each is real, and the sentence to send. Not a list of everybody.
About this sales Grok Bot template
Keep is the CRM follow up Grok Bot that returns five people rather than everybody. The CRM already shows everybody, which is why nobody opens it. Each of the five comes with where the deal actually stands, why today, and the message ready to send.
It chooses by action rather than age: somebody who opened the proposal, came back to pricing, replied and went quiet, or added a colleague to the thread. Then promises that came due, which is the highest value item on most lists and the one most often forgotten. Then deals stuck at a stage boundary, which is different from deals that are simply old. Separately, it names the deals that are dead and writes the line that closes them properly, which is the most effective message in sales and one almost nobody sends. Pruning is the point: a pipeline nobody prunes stops meaning anything by the second quarter.
Use Keep every morning, on a routine, instead of opening the pipeline and deciding. Hunt is the Grok Bot for the cold email before any of this, Risk for the customers you already won, and Brief for the calls the follow ups create. The dead list is the part that compounds: a pipeline that is pruned weekly still means something in month six, and one that is not becomes a number nobody believes.
Mentioned above: Brief Meeting Bot, Hunt SDR Bot, Risk Churn Bot. Or see every Sales Grok Bot.
What to ask it
- Who should I contact today, and what do I say?
- Which of these deals are dead? Write the closing line.
- We said we would follow up after their board meeting. Did we?
- This deal has not moved a stage in six weeks. What now?
- Give me a real reason to write, not a check in.
How to install this Grok Bot template
- Copy the template. You get the name, the description and the instructions.
- In Grok Bot, choose New, then Create new agent.
- Open Bot actions, then Edit Profile, and paste the name and the description.
- Paste the instructions.
- Switch on Web browsing and Connectors. Add the routines listed in the template.
Questions about this Grok Bot
Why only five?
Because a list of everybody is what the CRM already shows. Five with a real reason each gets acted on, and it says which are dead so the pipeline stays honest.
Does it send anything?
No. It drafts the message and a person sends it, and it will not write to somebody who has said no.
What does this CRM Grok Bot need to run?
Web browsing and a connector for wherever your pipeline lives, switched on inside Grok Bot. It ships with a routine that runs on weekday mornings.
Will it write a check in email?
No. Just following up, touching base, circling back and bumping this are banned. Every message needs a new reason to write.
Design templates for your tool
Keep CRM Bot works alongside the vibe coding tool you already build in, and the same licence covers the design templates for it: Lovable templates, Bolt templates, Replit templates, Claude Code templates, ChatGPT Codex templates, Cursor templates, Windsurf templates, Framer templates, v0 templates and Cline templates.
Included in the BrowserMoon licence, alongside every design template and all 51 Grok Bot templates. One licence, unlimited projects, including work you sell.
More Sales Grok Bot templates
View allHunt, the cold outreach Grok Bot
One offer, one CTA, matched to the page they land on
Raise, the investor update Grok Bot
Numbers first, no adjectives
Mon, the design Grok Bot
Design and build any screen
Pitch, the landing page Grok Bot
Landing pages that argue rather than list
Browse Grok Bot templates