Following Up with Sales Opportunities

We could follow-up with contacts in the opportunities tab, but there is actually a better way by using “Smart Lists” in the Contact tab. This allows us to select multiple contacts in a list and enables the system to pre-load information to improve loading speeds and cut your follow-up time in HALF.

Follow-up frequency and attempts is partially preference, but we can also turn to data.

Generally speaking, it's best to follow up with a lead 3-6 times over the course of two weeks after the initial contact in order to increase your chances of conversion. According to research, five contact attempts are usually required before a sale is made.

Recommended Follow-Up best practices:

1. New Lead

   1. 3 follow-up attempts

2. Qualified Lead (Warm)

   1. 5 follow-up attempts

3. Estimate Needed (HOT)

   1. 6 follow-up attempts

4. Estimate Sent

   1. 7 follow-up attempts