CRM and sales follow-up
How do I keep following up with early-stage leads until they are ready to talk?
Use a light nurture process that sends useful follow-up based on the lead's interest and stops when they engage, opt out, or become sales-ready. Keep the CRM record and history current so staff can step in with context when the timing changes.
What to check
- What information is useful to early-stage leads?
- What event should stop or change the sequence?
- Can staff see the full nurture history?