Workflow · v1.0.0
How to Build a Sales Follow-Up Process
Stop losing leads that go quiet after the first conversation.
What you need
- • How leads arrive
- • Your sales stages
- • Typical time to close
Connections
- • Optional: email or CRM
Steps
1. Map the stages
From first contact to closed, with what has to be true to move on.
2. Set timing
When each follow-up goes out, and when a lead is closed as lost.
3. Write the messages
One short message per step, each adding something useful.
4. Handle exceptions
Replies, objections, out-of-office, referrals to someone else.
5. Assign and measure
An owner for each step, and the reply and close rates to watch.
Illustrative example — B2B services quote follow-up
Illustrative example, not a customer result.
- Day 0: quote sent with one-line summary of the outcome
- Day 2: short case example relevant to their situation
- Day 6: question about timing and decision makers
- Day 14: close-the-loop message; mark lost if no reply
What you get
- • Stage map
- • Follow-up schedule
- • Message for every step
- • Exception rules
- • Metrics to track
Known limits
- • Sending automatically needs an email or CRM connection and your approval.