Glossary · Ops and automation

What is a follow-up?

Recontacting a prospect or a quote left without a reply.

Follow-up · sales reminder

A follow-up is a recontact of a prospect who has not replied or of a quote left without a next step. Automated and scheduled, follow-ups recover deals that would otherwise be lost through simple oversight.

A concrete example

Example

A quote sent with no reply triggers a follow-up at day 2, then day 7, then day 15, by email or phone, until a decision is reached.

Why it matters

A large share of sales happen after several follow-ups, which few companies do for lack of time or tracking. The speed of the first follow-up, above all, weighs heavily on the close rate.

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