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.
Review the CRM for leads that have not engaged in the last 60 days and categorize them as cold leads.
Segment identified cold leads based on their previous interactions and interests to tailor the re-engagement approach.
Create personalized outreach messages that address the specific interests or needs of each segment of cold leads.
Set up follow-up calls for each segmented group to provide a personal touch and address any concerns or questions.
Send out the crafted outreach messages via email, ensuring to include a clear call to action.
Monitor responses from cold leads to assess interest levels and record any feedback for future reference.
For any leads that respond positively, ensure to follow up promptly with additional information or a scheduling request.
After the re-engagement campaign, analyze the results to determine the success rate and identify areas for improvement.