Follow-Up Protocol
Master the art of securing sales with a strategic follow-up protocol, crucial for staying top-of-mind with decision-makers.
Why Follow-Up Is Non-Negotiable
Great pop-ins happen all the time—but so do ghostings. Why? Because vending isn’t a top priority for decision-makers like HR heads or COOs. They're dealing with hiring, fires, and operations—not Gatorade prices in the breakroom. That’s why follow-up matters. Staying at the top of their mind is the only way to close the deal.
The Follow-Up Cadence That Works
Day 0: Send an immediate follow-up email after the pop-in Day 3: Send your second email Day 6: Send a third follow-up After that, rotate between calls, texts, and emails. If they still don’t respond, do a secondary pop-in with a fresh angle:
Mention a competitor just signed with you
Offer something new (e.g., “We just partnered with Factor”)
Stay professionally persistent until they tell you to stop. The sale usually lives in the follow-up, not the first pitch.
Tracking Your Pop-In Funnel: Build Your CRM
You need a system to track every stage:
Needs Pop-In
Pop-In Completed
Follow-Up 1 Sent
Follow-Up 2 Sent
Proposal Sent
Negotiation
Closed
You can:
Use free CRMs like HubSpot or Notion
Or go old-school: Google Sheets or Excel work perfectly for getting started
What matters is that you track everything weekly, so you never lose sight of who needs your attention.
Systemizing Your Outreach With Templates
Build your CRM to include communication templates for each stage:
Pop-In Email
Follow-Up 1
Follow-Up 2
“We Just Installed at [Nearby Competitor]” Angle
“New Vendor Partnership” Angle
Each time you move a lead forward, copy, paste, send.
This saves time and keeps messaging sharp.
This Is Where the Deals Are Closed
Pop-ins open the door—but follow-up gets you through it. Build your system, stick to the cadence, track everything, and you’ll win more buildings than the competitors who stop at the first “no response.”
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Complete the following exercises:
1. Reflect on a recent sales interaction you had, whether successful or not. Consider the follow-up steps you took or could have taken. How might implementing a structured follow-up protocol, as described, have changed the outcome? Document your thoughts and plan a new follow-up strategy for future interactions.
2. Create a mock CRM system using a tool like Google Sheets. List a few hypothetical leads and practice developing a follow-up timeline, including initial contact, follow-up emails, and creative angles. Consider how you might track each stage and what templates you will need for different follow-up sequences.
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QUIZ
1. What is the main reason follow-ups are important in sales?
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Leave your comments and questions below.
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