This checklist is designed to ensure that all necessary steps are taken to effectively follow up with leads via email after initial contact, improving engagement and conversion rates.
Check notes from the last conversation or email exchange to personalize the follow-up message.
Create a clear and concise email that addresses the lead's needs and any questions they may have.
Attach any relevant documents, links, or resources that may assist the lead in their decision-making process.
Ensure the email is personalized with the lead's name and mentions specifics from previous conversations.
Schedule a reminder for yourself to follow up again if there is no response within the specified timeframe.
Review the email for any errors and send it to the lead.
Use an email tracking tool to monitor if the lead opens the email or clicks on any links.
Assess the lead's response and adjust future follow-up strategies accordingly.