Sales Lead Re-engagement Checklist ( SALESANDMARKETING )

This checklist is designed to guide sales teams through the process of re-engaging leads that have previously shown interest but have not converted. It ensures that no opportunity is missed and that follow-up is systematic and effective.

• Identify Cold Leads

  Review the CRM for leads that have not engaged in the last 60 days and categorize them as cold leads.

• Segment Cold Leads

  Segment identified cold leads based on their previous interactions and interests to tailor the re-engagement approach.

• Craft Targeted Outreach Message

  Create personalized outreach messages that address the specific interests or needs of each segment of cold leads.

• Schedule Follow-Up Calls

  Set up follow-up calls for each segmented group to provide a personal touch and address any concerns or questions.

• Send Re-engagement Emails

  Send out the crafted outreach messages via email, ensuring to include a clear call to action.

• Track Engagement Responses

  Monitor responses from cold leads to assess interest levels and record any feedback for future reference.

• Follow-Up on Responses

  For any leads that respond positively, ensure to follow up promptly with additional information or a scheduling request.

• Analyze Re-engagement Results

  After the re-engagement campaign, analyze the results to determine the success rate and identify areas for improvement.