The lead follow-up playbook
One page you can print and pin up. A follow-up cadence that does not annoy people, a ten-minute daily inbox routine, plain definitions for each pipeline stage, and a weekly review checklist.
- Works whether you use Pipeline One App or a spreadsheet
- One page, PDF, no fluff
- We will send one follow-up email with a second idea, then leave you alone unless you subscribe
What's in it
- The first-hour rule
- Why replying within the hour wins more than any script, and how to make it the default when the team is busy.
- A cadence that respects people
- Six touches over three weeks, each with a reason to get in touch, then a clean "closing the file" message.
- The ten-minute inbox routine
- Accept, merge or bin every new submission before the day starts, so nothing waits in a queue.
- Stage definitions
- Plain-language rules for New, Contacted, Qualified, Proposal and Won, so everyone moves cards the same way.
- The weekly review
- Seven questions to ask the board every Monday, in the order that finds the most money fastest.