The Importance of Having a Follow Up System

Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

If you’re looking to grow and expand a business, you always need to generate leads and customers. Running a marketing campaign and rolling ads online is a great way to acquire leads. But you do need to follow up with leads if you want to generate conversions. That’s why you need a system for following up with leads. Otherwise you will not be able to acquire the results you want, and that can be an issue. What you really want to pursue here is a simple, cohesive system that can be adapted to your own requirements.


How can you create a system for following up with leads?

Ideally you want to have a few follow up tools and use them to the best of your capabilities. Having a contact relation management solution (CRM) will help you a lot, because you can record info like contact information, notes, status, and set up automatic alerts and many others. That will help make the experience better and more cohesive, and the outcome itself can be amazing every time.


There are several CRMs available online and all have different pros and cons depending on what your business needs. A great platform you can start using for free is Zoho CRM. You can have up to 3 free users and tie it into any other Zoho services you may want to use in the future.

Email Marketing

Aside from that, it’s also recommended to use email to connect with leads. You can send news, deals and promotional or informative messages. Make them personal to obtain the best results. Even things like contacting leads via phone or snail mail help. Ideally you want to have a calendar and spreadsheet to contact and connect with leads evenly and at the right time.

Most CRM systems will already have some sort of integration for email marketing or even have thri own built-in. One very popular email marketing platform is MailChimp which has a lot of integrations built-in already.

Sales Funnel

Create a powerful, comprehensive sales funnel if possible. Once you have leads from your marketing campaign, you will need the sales funnel to generate leads naturally and with great success, that’s going to help a lot and the experience will be staggering every time. Your sales funnel should have the same processes that a funnel page utilizes to get qualified leads.

What steps should you use when you follow up with leads?

  • Once you connected with leads, you should send a confirmation or thank you email.
  • You might also want to call your leads within 12-24 hours at most depending on the type of business you own.
  • Of course, you want to qualify leads and see if they actually have any intent of buying anything from you. Normally a qualified lead will have multiple qualifications, so try to take that into consideration.
  • Sending an email about the follow up above/the follow up call will help a lot.
  • Now you need to initiate a follow up with a great call to action at the end.
  • Your prospects should be included into a long-term follow up program. You don’t have to call them all the time, email works just as well.

Final Thoughts

As you can see, having system for following up with leads can really make a huge difference. When you contact leads, be sure to focus on the benefits that they can get from working with you. On top of that, avoid relying too much on soft touch tactics, instead focus on the great value for money. Always make it personal so the customer sees that you are working hard to fulfill his/her needs. And yes, you should always ask for referrals if possible. Creating a good system for following up with leads is crucial if you want to avoid wasting any generated leads from your marketing campaign. If you follow these ideas, you will find it a lot easier to manage your leads and transform them into customers!

Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore


The Risks of Not Having a Privacy Policy

You may have noticed a flurry of “we have updated our Privacy Policy” emails lately. You may have also noticed that you are often required


WordPress and Why You Should Be Using It

Many company and personal websites range from the very simple one-pager to full blown communities. Of those websites, over 30% of them are powered by

Do You Want To Boost Your Business?

drop us a line and keep in touch