R.O.P.E. in MORE Deals (4-Step Workflow)
Want a simple, repeatable follow-up routine that actually turns conversations into customers?
In this video, David Bush shares the R.O.P.E. framework (Reply, Organize, Prioritize, Engage) and shows exactly how to run it in BDR.ai in 15–20 minutes a day.
Daily Routine
Reply to all replies using the Inbox, unread filter, AI “magic wand” responses and saved reply templates.
End each reply with a simple question that leads to a “Yes/No” answer to qualify interest, deepen the relationship, and add value. “We have an excellent resource with [tips, links, frameworks, video, etc.] that help [job titles] to eliminate [pain/problem] and create [aspiration/desired outcome]. Want me to send it over here or in an email?”
Organize replies with labels for easy tracking, organizing and prioritizing.
Sample labels could include “Qualified Prospect, Not Qualified, Hot, Warm, Cool, Cold, Neutral Response, Referral Partner, Not Interested”.
Prioritize hot/warm prospects as Leads to know where best opportunities are and to have a scorecard of how many actual leads you’re creating each month.
By prioritizing a prospect as a Lead you’ll know where to focus your time in the future and you’ll be able to track how many leads you are generating in a specific time period using the Reports feature.
Engage prospects in follow up conversations.
Use the “C.A.R.E.S.” messaging framework and “S.H.A.R.E.S.” content bank” for a structured approach to follow up. Avoid phrases like "I haven't heard back," "just following up on my last message," "did you get the information I sent?" or "are you still interested?"
Simple, low-risk follow-up messages
1. Open door
Hi [First Name], wanted to circle back and see if there’s anything I can help with on my end?
2. Current priority
Hi [First Name], curious if [problem/topic] is something that’s still on your radar right now?
3. Permission-based
Hi [First Name], would it make sense to keep the conversation going around [topic], or is this something better revisited down the road?
4. Helpful vs. pushy
Hi [First Name], anything I can share or help with that would be useful as you think about [topic]?
5. Simple temperature check
Hi [First Name], quick check-in. Where does [topic/initiative] sit on your priority list these days?
6. Easy binary response
Hi [First Name], is [desired outcome] something you’re actively working on right now, or more of a future priority?
7. No-pressure
Hi [First Name], keeping this simple. Is there any value in continuing the conversation around [topic]?
8. Conversation starter
Hi [First Name], what are you seeing on your end when it comes to [pain/problem]?
9. Offer assistance
Hi [First Name], anything we can do to be helpful around [topic]?
10. Timing-oriented
Hi [First Name], is now a reasonable time to talk about [topic], or would another time make more sense?
Final Ask + Off the Hook Message
Hi [Name], I’ve reached out a few times with resources I thought might be helpful but I haven’t heard back from you. I don’t want to become a pest so if now’s not the right time to connect, no worries. I’ll step back and check in later. Wishing you continued success!
Messages for virtual/executive assistants to use when they suspect there may have been another conversation
These are especially useful because they naturally accommodate communications the setter cannot see.
Hi [First Name], wanted to touch base and see where things stand on your end regarding [topic]. Anything we can help with?
Or:
Hi [First Name], checking in on [topic]. I know things can change quickly, so I wanted to see what would be most helpful from us at this point.
Or:
Hi [First Name], wanted to reconnect around [topic]. What's the best next step from your perspective? Open to connecting 1:1?
That last one is particularly strong because "What's the best next step?" works whether the prospect has had zero conversations or five conversations with the client.
For campaign completers who never replied
I would make these even softer:
Hi [First Name], we've been connected for a little while and I thought I'd reach out personally. Is [topic] something you're focused on this year?
Hi [First Name], I’ve been partnering with others in a similar seat as you who have been experiencing [problem/pain area] and providing them with strategies, tactics, and frameworks to assist them to [desired outcome]. Would you like to connect 1:1 and see what’s working for others to see if it might be a fit for you?
Hi [First Name], I have been partnering with others like you in a similar seat to [resolve problem/eliminate pains]. Are you currently looking at ways to [desired outcome]?
Hi [First Name], is [desired outcome] something you'd be open to a conversation about? I have some solutions I’d like to share that have been helpful to others in a similar seat as you and I’d like to share what we’re doing together and see if it’s a fit for you. Open to connecting this week or next?
LinkedIn post engagement follow-up
After commenting on a post send a message like this:
Great post on [topic], [First Name]. Your point about [specific idea] caught my attention. Curious how you're seeing that play out in your business?
Then later:
[First Name], enjoyed your recent post about [topic]. It made me curious how you're approaching [related business issue] right now.
No sales pitch required. The objective is simply to create another conversation.
When a prospect previously showed some interest
Avoid saying, "You said you were interested."
Instead:
Hi [First Name], wanted to reconnect around [topic]. Is there anything you'd like to explore further?
Hi [First Name], touching base around [topic]. Would a quick conversation be useful, or is there something I can send over first?
Hi [First Name], wanted to see what questions you might have around [solution/outcome].
When trying to book the appointment
Once there is enough engagement, I would make the CTA similarly neutral:
Would it be helpful to grab X minutes and explore this further?
Sounds like it may be worth a quick conversation. Want to connect (days/times) or (days/times)? Send me your availability or book a time here [insert calendar link].
Happy to connect you for a quick conversation to share what we’re doing with others in a similar space as you if that would be useful. Want to connect (days/times) or (days/times)? Send me your availability or book a time here [insert calendar link].
BDR.ai follow up framework:
CONTEXT + CURIOSITY + CHOICE
For example:
Context:
"Hi John, wanted to reconnect around improving sales pipeline."
Curiosity:
"Is generating more qualified conversations still a priority?"
Choice:
"Would it make sense to continue the conversation, or revisit it later?"
That produces:
Hi John, wanted to reconnect around improving sales pipeline. Is generating more qualified conversations still a priority? Would it make sense to continue the conversation, or revisit it later?
Five phrases that are best practices…
"Wanted to reconnect around..."
"Curious where this sits on your priority list..."
"Anything I/we can help with?"
"What would be most helpful at this point?"
"What makes sense as a next step?"
They are all intentionally agnostic about what has happened previously.
For assistants: Never describe the current state of the relationship unless you can see evidence of it. Ask about the current state instead.
So don't write:
"Since we haven't connected yet..."
Write:
"Wanted to see what makes sense as a next step."
Don't write:
"I know you haven't had a chance to speak with [Client’s name]..."
Write:
"Would a quick conversation with [Client’s name] be helpful?"
Don't write:
"Following up on the information [Client’s name] sent..."
Write:
"Anything else we can provide that would be useful?"
That single rule should prevent the majority of awkward cross-channel situations.