Contactually | Lead Follow-Ups

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Lead Follow-Ups

Last Updated: Sep 26, 2017 04:11PM EDT

You've got a great lead you don't want to lose. You know most leads don't close right away, so you want to follow up consistently throughout the sales process and ensure you're always top of mind.

How can you make sure no leads slip through the cracks?


Add the contact into Contactually. You can do this by clicking Create Contact at the top right of the Contacts tab. Remember to add a Note detailing the person's role and any other details about the lead that might help you effectively establish your value.

Bucket the contact. Place the contact in the Bucket called "New Leads." If you don't have a Bucket for new leads, go ahead and create one. Set the Follow-Up Reminder to be 7 days.

Follow up. Call or email the lead.

Stuck on what to say? Head to the Templates tab and click Add from Library at the top right. Click the Leads category on the left. Click the copy icon to the right of the Template you want to download, modify it to make it your own, and then add it to your account. Now when you send a Follow-Up, you can use the Template!

Move the lead to the appropriate Bucket. Once you qualify the lead, move it to the "Hot Leads" or "Long-Term Leads" Bucket. If you don't have these Buckets, you can create them. Be sure to set Follow-Up Reminders.

If the lead's timeframe for working with you is soon, move the lead to a Pipeline. A common weak spot within the sales process is retaining the lead after the initial interest. Use Pipeline stages not only to keep track of leads but to generate Follow-Up Reminders. You can set reminders by clicking Edit at the top right of the Pipeline.

Related resources

Lead sources that integrate with Contactually
In-app calling and dialers
 (how-to guides, best practices, and eBooks)
The Follow-Up (weekly productivity and relationships newsletter)

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