Lead Follow Up Guide

Decision 1: did we make contact — If yes, move into qualification or the appropriate next stage. If no, continue the contact cadence.

Decision 2: is the contact information valid — Wrong number, bounced email, and invalid text need data correction rather than endless retries.

Decision 3: did the customer give a timing instruction — “Call Friday,” “not until January,” and “text me instead” should reshape the sequence.

Decision 4: is the lead still a fit — If new information shows the service does not match, close with a reason instead of continuing automated outreach.

Decision 5: did the customer engage and go quiet — Use context from the prior conversation. Do not restart with a generic introduction.

Decision 6: has the lead become nurture — Long-term timing needs a different frequency and different content from fresh-lead pursuit.

Decision 7: when does the process end — Opt-out, confirmed decline, invalid contact, disqualification, and completed sale all require distinct endings.

(New closer) Pick your last five stalled leads and ask which of these seven decisions each one is actually stuck on. If nobody can answer that quickly, the follow-up problem was never about how many times you called — it’s that no one had a decision framework to work from.