By Flori · Sales

SDR follow-up board

Track approved accounts, confirmed context and the next useful follow-up.

Keep next actions visible
Draft from verified context
Separate drafted from sent

Preview your private copy after sign-in. Every task starts To do, with Ready for AI off.

Use the manual prompts with connected ChatGPT, Claude, Grok, Cursor or Codex. Availability depends on your assistant’s plan and settings. Connection guides →

SDR follow-up board tasks in a newly created Flori project — Example from a newly created copy in Flori.

The steps you’ll start with

Qualify

Define the account qualification rules
Review approved accounts

Prepare

Record the last confirmed interaction
Draft the next useful follow-up

Review

Review the message and choose the next action

Suggested routines

Copy a prompt into your own assistant when you want help. Nothing runs automatically.

Review this project

Read this project’s saved brief and tasks. Summarize confirmed progress, decisions and the next useful steps. Keep unknowns explicit. Do not send or publish anything.

Keep the parts that help, change the rest. Your copy stays independent of future template updates. No email is sent and no outside service is connected by installing this template.