When it comes to sales, following up is key. A well-crafted sales follow up sheet template can help you stay organized and on top of your leads, increasing your chances of closing deals and earning 36% more revenue.
There are many different types of sales follow up sheet templates available, so you can find one that fits your specific needs. Some templates include columns for the lead’s name, contact information, next action step, and follow-up date. Others include more detailed information, such as the lead’s interests, objections, and buying history.
No matter which type of template you choose, the most important thing is to use it consistently and regularly. By following up with your leads on a regular basis, you can build rapport, nurture relationships, and increase your chances of closing deals.
What to Include in a Sales Follow Up Sheet Template
When creating your sales follow up sheet template, be sure to include the following information:
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Lead’s name: This is the name of the person you are following up with.
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Contact information: This includes the lead’s email address, phone number, and LinkedIn profile URL.
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Company name: This is the name of the company that the lead works for.
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Job title: This is the lead’s position within the company.
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Date of initial contact: This is the date that you first made contact with the lead.
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Next action step: This is the next step that you need to take in the sales process, such as sending a follow-up email or scheduling a meeting.
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Follow-up date: This is the date that you plan to follow up with the lead again.
You may also want to include additional information, such as the lead’s interests, objections, and buying history. This information can help you personalize your follow-up messages and increase your chances of success.
Once you have created your sales follow up sheet template, be sure to use it consistently and regularly. By following up with your leads on a regular basis, you can build rapport, nurture relationships, and increase your chances of closing deals.
How to Use a Sales Follow Up Sheet Template
Using a sales follow up sheet template is simple and easy. Here are the steps:
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Create a new template: Start by creating a new template in your spreadsheet software. You can use a pre-made template or create your own from scratch.
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Add your lead information: Once you have created a template, start adding your lead information. This includes the lead’s name, contact information, company name, job title, date of initial contact, next action step, and follow-up date.
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Set reminders: Set reminders to follow up with your leads on a regular basis. You can set reminders in your spreadsheet software or use a separate reminder app.
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Track your progress: As you follow up with your leads, track your progress in your spreadsheet. This will help you see what is working and what is not.
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Make adjustments: As you track your progress, make adjustments to your follow-up strategy as needed. This may include changing the frequency of your follow-ups, the content of your follow-up messages, or the next action steps that you take.
By following these steps, you can use a sales follow up sheet template to stay organized and on top of your leads, increasing your chances of closing deals and earning 36% more revenue.
Sales follow up sheet templates are a valuable tool for any salesperson. By using a template, you can stay organized, track your progress, and increase your chances of closing deals. So, what are you waiting for? Create your own sales follow up sheet template today!
