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Sales Follow-Up Playbook

7-Touchpoint Lead Follow-Up Cadence Planner

Over 60% of customer purchases happen between the 4th and 7th contact point. Never lose another warm enquiry due to forgotten follow-up.

1

Immediate Acknowledgment & Warm Welcome

Within 15 MinutesWhatsApp

Hello [Customer Name]! Thank you for inquiring with [Your Business Name] regarding [Service/Product]. We have received your details. Would you prefer a quick 5-minute call today at 11 AM or 3 PM to discuss your requirements?

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
2

Value Share & Proof of Quality

Day 2 (24 Hours Later)WhatsApp

Hi [Customer Name], following up on our conversation yesterday. Here is a quick PDF catalogue / photos of our recent work for a client in [City]. Let me know if you would like pricing details for a similar setup.

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
3

Addressing Common Hesitation / FAQs

Day 4WhatsApp

Hello [Customer Name], customers often ask us about delivery timelines and warranty for [Product]. We provide full on-site setup within 7 days with complete warranty support. What is the biggest question you currently have?

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
4

Direct Friendly Voice Call

Day 7Phone Call

Call Opening: "Hello [Name] ji, this is [Your Name] from [Company]. I wanted to take just 60 seconds to check if your project timeline is still active for this month, or if you need any adjustments in the quotation."

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
5

Special Promotional Incentive

Day 14WhatsApp

Hi [Customer Name], we are scheduling our installation and client batches for the next 15 days. If you confirm your order this week, we can include [Free Delivery / Complementary Consultation] at no additional charge.

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
6

Helpful Check-in

Day 21WhatsApp

Hello [Customer Name], just checking in. Has your requirement been fulfilled, or is the project postponed to next month? Either way, let me know so we keep our schedule updated.

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
7

Graceful Closure / Break-Up Message

Day 30WhatsApp

Hi [Customer Name], I assume this is no longer a priority for you right now, which is completely fine! I won't follow up further. Feel free to save my number and reach out whenever you need [Service/Product] in the future. Wishing you the best!

Pro-tip: Personalize brackets [Customer Name] and [Product] before sending on WhatsApp.
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