This KB is regards to the Sales Followup to be taken with Clients
Followups procedure:
- Call
- (No Delay) Form submission template
- (Next Day) Call
- (Next Day) Follow up V1 template
- (3 days later) Call
- (3 days later) Follow up V2 template
- (3 days later) Call
- (No Delay) Closing the deal template
- Lost Deal with lost deal notes
If midway the client mention they are not interested then send them:
- Rejection template
- Lost deal with lost deal notes
If the client says that they are going to get back to us then:
- Follow up V4
- (3 days later) Call
- (Next Day) Follow up V1
- (3 days later) Call
- (3 days later) Follow up V2
- (3 days later) Call
- (No Delay) Closing the deal template
- Lost Deal with lost deal notes
If the client says I will get back to you by this date XX/XX/XXXX then assign a task from that day only and do not bother them in between. From there if they stop responding then you can follow the above procedure.