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// Beats & follow-up automation

Beats that make follow-ups actually happen

Cadencia Beats turn your best plays into living, AI-powered sequences that watch for triggers, draft the next touch, and keep every lead and customer in rhythm — within the guardrails you set.

Turn static sequences into a revenue rhythm

Most teams have a few golden sequences buried in a sales engagement tool. They're hard to maintain, disconnected from the CRM, and only as good as the reps who remember to use them.

Cadencia Beats live inside your AI-native CRM and plug directly into the Rhythm Engine. When a trigger hits — new inbound, trial sign-up, renewal window, expansion signal — Beats orchestrate the follow-through.

  1. Always on, never ad hoc

    Beats listen to events across leads, opportunities, email, and calendar instead of waiting for a rep to remember the play.

  2. Built on your real process

    Start from your existing cadences and handoffs; Cadencia just runs them more consistently, with AI closing the gaps.

  3. Tied into Today's Rhythm

    Every Beat step shows up as a prioritized action, so reps work from one clear list instead of three tools.

Inbound, renewal, expansion — handled

Out of the box, Cadencia comes with opinionated Beats for your most critical motions. Customize them to your world in minutes.

  • Inbound Beat

    Every high-intent lead, worked fast and with context.

    When a new lead hits your site or form, Cadencia enriches the record, scores intent, routes to the right owner, and spins up a tailored follow-up sequence.

    • Apply your routing rules automatically.
    • Draft first-touch emails using Customer Brain context, not generic templates.
    • Auto-create tasks and calls when human follow-up is needed.
  • Renewal Beat

    Never discover a renewal after it's already gone.

    Watches contract dates, product usage, sentiment, and meeting history so your team engages early, and with a plan.

    • Trigger renewal sequences months before term.
    • Pull in summaries so reps see every promise and risk before they reach out.
    • Surface at-risk renewals in manager views and team rhythm reports.
  • Expansion Beat

    Turn happy customers into reliable expansion pipeline.

    Looks for signals — usage spikes, new champions, multi-threading opportunities — and frames them into a repeatable motion.

    • Trigger outreach when health, usage, or engagement cross your thresholds.
    • Enroll contacts directly from Account or Opportunity pages.
    • Track meetings, SQLs, and closed-won without another spreadsheet.
// Suggest → approve → autopilot

Let Beats run, with guardrails you can trust

Cadencia is AI-native, but never a black box. For every Beat, you choose how much autonomy agents have — per motion, per team, even per step.

  • 01

    Suggest

    Agents recommend the next touch — email draft, call task, stage update — but nothing goes out without a human click. Ideal for new Beats and high-stakes accounts.

  • 02

    Approve

    Beats create tasks and drafts automatically, bundling them into Today's Rhythm. Reps review, tweak, and send in a couple of clicks. Consistency without losing judgment.

  • 03

    Autopilot

    For trusted, low-risk patterns, Beats can send on your behalf within tight guardrails: templates, segments, volumes, and hours you control. Every action is logged with the why.

One library for every Beat in your business

RevOps gets a central library to design, govern, and improve Beats. Reps simply enroll the right lead or account and work their Rhythm — no hunting for the right play or fiddling with settings.

  • 01

    Central Beats library

    Browse, clone, and tune Beats like Inbound, Trial, Renewal, and Expansion in one place, aligned to your pipelines and personas.

  • 02

    Visual Beat builder

    Map out steps, delays, and stop conditions, then let Cadencia fill in content suggestions based on your brand voice.

  • 03

    Performance you can act on

    See reply rates, meetings booked, SQLs created, and revenue influenced per Beat. Double down on what works; retire what doesn't.

Follow-up automation that's wired into your customer brain

Because Beats are part of an AI-native, event-driven CRM, they're grounded in the full customer story — not just a list of email opens. Cadencia unifies structured CRM records with emails, meetings, and call transcripts, then uses that context to make each step smarter, more relevant, and easier to trust.

Ready to put your follow-up on rhythm?

See how Cadencia Beats plug into your existing motions — without ripping out your whole stack.