Following up with clients is key to reaching your sales goals. The most effective salespeople diligently record each interaction with a client and always set a next step in the sales process.

Use To-Dos to set tasks for yourself and other staff members, and to see a history of touch points you've had with a client over time.

Setting to-dos

To-Dos are set from the contact record and are visible in the Leads tab.

Keep in mind that it's easy to forget the details from previous conversations with clients. When setting reminders, we strongly recommend including as much information as possible so that your next interaction with the client is personalized and accurate.


To-Dos for all staff members are also visible from your Dashboard:

How often to follow up with clients

Following up with clients is an art, and it takes some time to find the right balance.

If you follow up too often or too soon, you risk annoying the client and possibly jeopardizing the entire sale. But if you wait too long or don't follow up enough, you're no longer top-of-mind and the sale may slip away.

There's no one-size-fits-all approach, so try out different cadences and combinations of touch points to determine what works best for your clientele.

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