This checklist is designed to ensure that sales teams effectively re-engage with past leads who have shown interest in the product or service but have not converted. The steps included will help streamline the process of reaching out and nurturing these leads back into the sales funnel.
Gather a list of past leads who have not converted within the last 6 months.
Categorize leads based on previous interactions, product interests, and engagement levels.
Draft a personalized email to each segment that highlights new offerings, updates, or special promotions.
Set a date and time for the emails to be sent, ensuring optimal opening rates based on previous data.
Track the response rates to the re-engagement emails and note any leads expressing interest.
Reach out individually to leads who respond positively to re-engagement efforts to further discuss their needs.
Ensure that all interactions and responses from the re-engagement process are logged in the CRM for future reference.
After a defined period, analyze the results of the re-engagement efforts to determine what worked and what needs improvement.