Templates
Sales
Sales Follow-Up Template
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Sales Follow-Up Template

Boost sales success with our tailored Sales Follow-Up Template, designed to step you through the process from potential customer identification to final negotiation.
1
Identify potential customers
2
Research customer needs and preferences
3
Develop customized proposal
4
Prepare follow-up email
5
Send proposal by email
6
Log customer response time
7
Assess customer feedback
8
Approval: Sales Manager
9
Amend proposal as needed based on customer feedback
10
Resend amended proposal
11
Schedule follow-up call
12
Conduct follow-up call
13
Record call notes
14
Assess potential for sales completion
15
Strategize next steps if sale is not completed
16
Schedule next follow-up call if needed
17
Approval: Team Lead
18
Notify team of potential sale
19
Update sales tracking system
20
Prepare for final negotiation and signature