Sales Lead Re-engagement Checklist ( SALESANDMARKETING )

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.

• Review Past Leads

  Gather a list of past leads who have not converted within the last 6 months.

• Segment Leads

  Categorize leads based on previous interactions, product interests, and engagement levels.

• Prepare Re-engagement Email

  Draft a personalized email to each segment that highlights new offerings, updates, or special promotions.

• Schedule Email Send

  Set a date and time for the emails to be sent, ensuring optimal opening rates based on previous data.

• Monitor Response Rates

  Track the response rates to the re-engagement emails and note any leads expressing interest.

• Follow Up with Interested Leads

  Reach out individually to leads who respond positively to re-engagement efforts to further discuss their needs.

• Update CRM Records

  Ensure that all interactions and responses from the re-engagement process are logged in the CRM for future reference.

• Evaluate Campaign Effectiveness

  After a defined period, analyze the results of the re-engagement efforts to determine what worked and what needs improvement.