Sales & Revenue Operations
Sales Follow-Up Systems
Nothing important gets forgotten. Every lead gets the follow-up it deserves.

Who this is for
- Founders whose follow-ups slip
- Agencies with long sales cycles
Problems solved
- - Follow-ups are ad-hoc
- - Cold leads never get revived
- - AEs forget to loop back after proposals
What I handle
Multi-touch sequence design
Snippet + template library
CRM task discipline
Reactivation campaigns for old leads
Deliverables
- ✓ Follow-up SOP
- ✓ Sequence library
- ✓ Weekly touch report
Tools
HubSpotPipedriveZohoGmail / Outlook
Process
- 01Map
List every follow-up trigger.
- 02Sequence
Build cadences per trigger.
- 03Run
Execute + report weekly.
Example workflows
- - Trigger → cadence → CRM tasks → escalation to AE
KPIs I track
Reply rateReactivated leadsDeals closed from cold list
Frequently asked
How many touches?
Usually 6–9 across channels over 3–5 weeks, tuned to your buyer's behavior.
Related
Related services
Ready to hand this off?
Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.
