Follow-up Procedures

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Before following up, remind yourself what happened in the original conversation. What did you discuss? What did they express interest in? What questions did they have? What did you promise to do? Check your notes or CRM. Going in blind makes you look unprepared and unprofessional.

Gather whatever you need before reaching out. Information they requested, answers to their questions, proposals, case studies, whatever adds value. Do not follow up empty-handed with just a checking in message. Bring something useful to the conversation every time.

Reach out through their preferred channel - email, phone, text, whatever they respond to best. Reference your previous conversation specifically so they remember you. Be concise and clear about why you are following up. Suggest a specific next step or ask a direct question to move things forward.

Log what happened in your CRM or tracking system. Did they respond? What did they say? What is the next action? When should you follow up again? Good documentation prevents dropped balls and repeated outreach to the same person. It also helps colleagues pick up where you left off if needed.

Set a reminder for the next follow-up based on what makes sense. Hot prospects need faster follow-up than cold leads. If they asked you to check back in two weeks, put it on your calendar. Do not rely on memory - it fails. Persistence wins, but space it out appropriately so you do not become annoying.