AT A GLANCE

What to include in a follow-up template

A sales follow-up template should identify the opportunity, its stage, the responsible person and the next action. Add a review date and context so the team understands what is outstanding. A template works when it stays current and its fields support real decisions; a CRM brings that structure into a shared workspace.

IN YOUR WORKING DAY

Three decisions that organise your work

01

Define your stages

Write down what each stage means and what needs to happen to progress. Avoid stages your team interprets differently.

02

Assign the next step

An open opportunity needs a specific action and a responsible person. A pending call is more useful than a generic follow-up note.

03

Review outstanding work

Review your pipeline regularly. Update stages and revisit open proposals before planning new actions.

IN YOUR WORKING DAY

From first contact to the next step

01

From information to a decision

Judge content by what you can change after reading it. It might help define a stage, prepare a quote or decide what to check in a demo. Connect each idea with a team example and review what happens when you apply it. Useful sales structure relies on clear habits and current data.

A FEW MORE ANSWERS

Questions before you decide.

How do the blog, guides and templates differ?

The blog explains concepts and decisions. Guides walk through a process step by step. Templates structure information for everyday work. Each section lists content when the editorial team publishes it.

Which language is editorial content available in?

The blog and resources start in Spanish. Solution and industry pages are also available in Catalan and English.

KEEP EXPLORING

More context for your next step.

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