The Idea

Follow-up systems

Top salespeople in every industry are experts at automating and systematizing their follow‐up sales process. Sales rarely occur during a first meeting. A customer has to feel both trust and comfort with your company and the people that represent it. In addition to that comfort, both potential and past clients desire to feel valued. From start to finish, you should create a plan to seek feedback from all your customers from time-to-time, to ensure you are still delivering the service your customers require.

By being honest, asking for help, actively listening, and following up to ensure customers feel comfortable and valued, you will be able to do quality business with people who are proud to work with you.


If you don’t follow up with your prospects in a timely fashion, you risk losing a sale, regardless of the groundwork you have laid.

  • Don’t get back in touch with prospects on  Mondays or Fridays
  • Don’t be late with your proposals and call backs
  • Do set up and stick to follow‐up appointments immediately
  • Do stay in touch as often as you should be with potential and existing clients


  • Ease: Doable
  • Cost: Free
  • Scope: Small
  • Speed: Normal

  • Reach: Local