Sample Sales Follow up Steps

by on in Marketing for Creatives, Sales

Sample Sales Follow up Steps

Outbound Sales initiative should maintain a rhythm. Integrating emails with phone calls (and other touches) can double the results of your campaigns.

Your playbook is the place to lay that process out clearly.

Here’s an example of one Sales Process:

Day 1

Call Attempt 1

  1. – I f connected… proceed to capture the data and qualifying the call
  2. – I f no connection
  • Leave voice message (This is __________ with Safe Soft Solutions. I am calling to follow up on your recent inquiry. Please give me a call back. My direct line is — — —-
  • Send Email Template in CRM titled “Contact Attempt 1”

Call Attempt 2,
– I f connected, proceed to capture the data and qualify the call
– I f no connection, DO NOT leave another Voicemail.

Day 2

Call Attempt 3

  1. – I f connected… proceed to capture the data and qualifying the call
  2. – I f no connection
  • Leave voice message (This is __________ with ABC Company. I am calling to follow up on your recent inquiry. Please give me a call back. My direct line is — — —-
  • But Don’t send another email.

Day 3

  • If no response from the prospect by the third day,
    • Send second email titled
      “Contact Attempt II.”

Day 4

Call Attempt 4,

  1. – I f connected… proceed to capture the data and qualifying the call
  2. – If no connection
    • DO NOT leave another Voicemail.
    • Call back at 2pm

Call Attempt 5,

– If connected, proceed to capture the data and qualify the call
– If no connection, DO NOT leave another Voicemail.

but don’t leave any messages on either attempt.

Day 5

Nothing

Day 6

If no response

Send 3rd email titled “Contact Attempt III.”

Day 7

Nothing

Day 8

Call Attempt 6

  1. – I f connected… proceed to capture the data and qualifying the call
  2. – I f no connection
  • Leave voice message (This is __________ with Safe Soft Solutions. I am calling to follow up on your recent inquiry. Please give me a call back. My direct line is — — —-)

Day 9

Nothing

Day 10

If no response from the prospect by the 10th day,

Send fourth email titled “Final Attempt.”
Status the lead out in CRM as “Can’t Contact.” or follow up 6 months down the road.