Sales Networking Follow-Up Checklist ( SALESANDMARKETING )

This checklist guides the salesperson through the essential steps to effectively follow up after attending a networking event, ensuring that relationships are nurtured and opportunities are maximized.

• Review Collected Contacts

  Go through the list of contacts collected during the networking event to familiarize yourself with each individual.

• Segment Contacts

  Categorize contacts based on their relevance to your business, such as potential clients, partners, or industry influencers.

• Draft Personalized Follow-Up Messages

  Create personalized follow-up messages tailored to each contact, mentioning specific topics discussed during the networking event.

• Send Follow-Up Emails

  Dispatch the personalized follow-up emails to each contact in a timely manner, ideally within 48 hours after the event.

• Schedule Meetings

  Propose meetings or calls with key contacts who showed significant interest or alignment with your offerings.

• Add Contacts to CRM

  Input all relevant contact information into the CRM system to ensure proper tracking and future engagement.

• Set Reminders for Future Follow-Up

  Create reminders in your calendar or CRM to follow up with contacts who may need more time to consider your proposal.

• Evaluate Networking Event Outcomes

  Reflect on the success of the networking event and identify areas for improvement for future events.