01Rules for follow-ups
- Keep it under 100 words.
- One clear ask per email.
- Reference something specific from your last conversation.
- Space them out: 2 days, 5 days, 10 days.
02After a first call
1. “Hi Rohan, thanks for the call today. As promised, here's the case study on how we cut onboarding time for a team like yours. Would Thursday at 4 work to go through pricing?”
2. “Great speaking with you. Quick recap: you need X by March, for a team of 8. I'll send a proposal by Wednesday. Anything I missed?”
03After sending a quote
3. “Hi Anita, checking you received the quote for ₹1.2 lakh. Happy to adjust the scope if the budget needs to change.”
4. “Any questions on the proposal? I can walk your finance team through it in 15 minutes.”
5. “Our current pricing holds until the 30th. Shall I reserve the slot for you?”
04When there's no reply
6. “Hi Vikram, floating this back to the top of your inbox. Is this still a priority this quarter?”
7. “Should I close your file for now? No problem either way; just let me know.”
8. “Is there someone else on your team I should speak with about this?”
05After a meeting or demo
9. “Thanks for your time today. Here are the three things you asked about, with links.”
10. “Following our demo, here's a short video of the exact feature you liked, for your team.”
06Re-engaging cold leads
11. “It's been a while! We've launched X since we last spoke. Worth a fresh look?”
12. “Saw your news about the new office. Congratulations! Is growing the team changing what you need?”
07After the sale
13. “Welcome aboard! Here's how to get started, and my direct number.”
14. “How's everything going after the first month?”
15. “Glad it's working well. Do you know one other business who might benefit?”
08Let AI write the first draft
In SuperForge, click Draft follow-up on any contact or deal and Forge AI writes an email from the actual conversation history. You edit and send.
09Questions
How many times should you follow up?
Usually 3 to 5 times over 2 to 3 weeks, each with a reason to reply.
How soon should I follow up after a quote?
Two to three working days is a good default.
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