Lead Follow-Up SOP
Cadence for warm leads: first reply, nurture, and handoff rules so nothing goes cold.
Lead Follow-Up SOP
Cadence
- Day 0: acknowledge + one clarifying question
- Day 2: value note (relevant case or resource)
- Day 5: soft bump
- Day 10: close-the-loop (ok to park)
Rules
- Personalize with one concrete detail from their note.
- Never invent pricing; pull from approved sheet or mark TBD.
- Log each touch in CRM fields: last_touch, next_action, status.