Follow the customer timeline
Ask when and how the prospect plans to decide. Schedule follow up around that process instead of sending messages at random.
- Confirm the next date during the conversation
- Record decision makers and dependencies
- Respect stated timing
Add information that helps
A follow up can clarify scope, answer a question, provide an example or summarize the business case. Avoid sending the same request for an update repeatedly.
- Reference the actual conversation
- Address one unresolved issue
- Keep the message concise
Know when to close the opportunity
If the prospect declines, becomes unqualified or repeatedly does not engage, update the record and stop active pursuit. A clean pipeline improves forecasting and focus.
- Ask for a clear decision when appropriate
- Record the reason
- Do not disguise continued sales messages as personal check ins
