How to implement persistent follow ups
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The document describes how to implement persistent follow ups using a cadence system in software. It explains that the software automatically creates tasks to follow up with prospects who have not responded within a set time period. It provides details on how to set up a cadence by creating follow up steps specifying the activity, such as a phone call or SMS, and timing, such as 20 minutes after the previous step. Cadences can be used to follow up with prospects over a 27 day period with 4 contact attempts. The document also mentions importing lead data and offers to further explain the workflow in a call.
How to implement persistent follow ups
- 1. Sudip Samaddar. How to implement Persistent Follow ups?
- 2. Walk through…. Let me take you through the work flow of how to implement Persistent follow up. We call systematic follow up as, Cadence. Cadence is a sequence of follow up activity to make a prospect respond. The software automatically creates tasks for people who have not answered the call.
- 3. you will note here that The software automatically Creates task.
- 4. It means following 4 times. This means in 27 days. Leads that answers Is removed from follow up.
- 5. It means calling the Lead 4 times In 27 days.
- 6. Once a cadence is created you have to create Follow up steps. How many calls and when would you call? Hence you click here to create steps.
- 7. Here you can choose Which follow up activity?
- 8. Say you choose Manual phone call.
- 9. Now the system will ask you when? Say you selected 20 mins after it is added?
- 10. This step of follow up is created in the master cadence 4X27 Fresh Leads to Walking –in.
- 11. Now the sales person can select, The Auto SMS.
- 12. The system will deliver sms automatically to all the prospects who did not pick the phone after 20 mins of the dial attempt described in step 1.
- 13. Then it will ask to create a template.
- 14. You have two follow up steps created. In this way You can follow up activity till 27 days with 4 attempts.
- 15. With all the follow up tasks, the cadence will look like this. This helps your sales team to hyper segment. Lead who have walked in but not filled form, to Leads with different prod Like canadian Abroad education dealt Differently than Australian.
- 16. There are two ways to import data .Manually or CSV import. In the remaining slides I have not explained In the PPT. I look forward for an opportunity to talk to you And explain the flow.
- 26. Can we get into a call or meet ? Sudip Samaddar. 9999061525