Who it's for
See how your kind of business follows up.
One page for each way of selling, with the stages your pipeline starts from, a week of follow-ups and the questions people ask first.
You sell on your own
Proposals you owe a chase, referrals to call back and past clients who've gone quiet.
Founder-led sales: who's waiting on you, every deal and every note, on one list.
One list of who to follow up when you're the whole sales team.
Each client's next session and follow-up, and the maybes from discovery calls.
You sell to people you'll see again
You run a business that sells
Quotes to chase, jobs booked and what's been paid, with your staff on the same list.
Every brief and proposal on a record the team can see, and retainer renewals a week ahead.
One pipeline for the team: who each person calls today, and new customers shared out in turn.
Who to call after each trial class, and the parents who said maybe next term.
Package quotes to chase, departures next week and past travellers to ask back.
Enquiries for the front desk to call back, and patients due a follow-up visit.
Quotes to chase after each site visit, and jobs that are done but not yet paid.
Who to call back after a test drive, and offers still waiting on an answer.
Bulk orders to quote, and repeat buyers worth a personal follow-up.
Candidates to call today, and clients who've gone quiet.
30 minutes. You choose the day and the time.