A sales follow up tracker that tells you who's due today

The 7 step follow up plan every lead gets

Each step comes due a few business days after the last one. A step that needs a detail you don't have yet, like a LinkedIn profile or an address, is skipped until you add it. The whole plan runs about 8 weeks.

1. 1
   Email 1Short, specific, one clear ask.
   Any time
2. 2
   LinkedIn connectA connection note that names how you met.
   2 business days later
3. 3
   Call or voicemailCall notes ready: an opener, questions and a voicemail.
   3 business days later
4. 4
   Email 2One new detail they can use.
   2 business days later
5. 5
   Letter in the mailA printed paragraph stands out in a full inbox.
   5 business days later
6. 6
   Drop by in personPlan it into your Drive Route when you're nearby.
   5 business days later
7. 7
   Break up emailA short note that closes the loop and leaves the door open.
   About a month later

Your plan, your steps: rename them, reorder them or change the days between them. Mark a lead Not interested or Meeting booked and its follow ups stop coming due.

Sample follow up emails

Here's what Save to Sell wrote for a sample rep who sells LED lighting to warehouses, after a business card from a cold storage facilities manager. Yours are written from how you sell and how you write.

Subject: Lighting in the freezer aisles

Hi Tessa,

Cold storage runs its lights around the clock, and every fixture in a freezer aisle adds heat your cooling has to pull back out. Most of the cold storage buildings we retrofit cut their lighting bill about in half.

I would be glad to walk Halvorsen with you and put real numbers on it, no pressure either way.

Could I give you a quick ring sometime next week?

Thanks,
Jordan Avery
Account Manager

Subject: One number from a building like yours

Hi Tessa,

One number I should have sent last time: a 400,000 square foot distribution center we retrofit cut its lighting bill 52 percent, and the fixtures paid for themselves in under two years.

If the freezer aisles are on your list for next year, I can walk them with you in about an hour.

Would Tuesday or Thursday morning work?

Thanks,
Jordan

Want more? The free trade show follow up kit has messages for every step, written to edit and send.

A spreadsheet tracker next to Save to Sell

Already keep a spreadsheet? Bring it with you. Save to Sell moves your leads, notes and follow ups over from Excel, Google Sheets, HubSpot, Salesforce or monday.com exports.

Questions reps ask