Members onlySales Templates

Sales Follow-Up Sequence

A multi-channel follow-up plan covering what to do on which day, across email, phone, and social.

Best for

Solo sellers and small sales teams.

Use this when

After any qualified conversation that hasn't closed.

Preview

The 30-day cadence

DAY 0 — Call or meeting
Action: Send the recap email within 24 hours. Confirm the next step and date.

DAY 2 — Email
Deliver whatever you promised: proposal, references, pricing, samples.

DAY 5 — Email
Short bump. "Any questions on the proposal?" Add one useful thing.

DAY 8 — Phone
Call, don't email. Leave a voicemail if needed: "Following up on [Offer] — call me back on [Phone] or reply to my email, whichever's easier."

DAY 12 — Email
Offer a smaller starting point or an alternative scope.

DAY 16 — Social or personal touch
Engage genuinely with something they've posted, or send a relevant resource with no ask attached.

DAY 20 — Email
The direct question: "Should I keep this open or close your file?"

DAY 25 — Phone
Final call. Ask for a decision either way.

DAY 30 — Email
Clean close-out. Leave the door open and move them to the long-term nurture list.

DAY 90 — Email
Check-in with no pitch: "Thinking of you — how did [their project] end up going?"

The rest of this resource is for members

Members get the complete Sales Follow-Up Sequence, one-click copy, saved favorites, and every other resource in the library for $149 per month.

One-click copy unlocks with membership

This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.

Related resources