The Best Follow-Up System is the One You’ll Actually Use
I’ve been to so many sales trainings, read the books, listened to the lectures.
They all say the same thing: follow up often, but not too often. Do it on Tuesdays. Use this CRM. Automate everything. Buy this tool and your phone will ring off the hook.
But here’s what I’ve learned:
The best follow-up system is the one you actually use.
For some people, it’s a spreadsheet.
For others, it’s calendar reminders, sticky notes, or a fancy CRM with tasks and workflows.
Probably one of my worst follow-up systems ever? Sticky notes.
It was working until someone walked by my desk, knocked over my water, and goodbye follow-up.
Lesson learned.
The best system I have is always the current one I’m actually using.
And none of them rely on memory. That’s just silly talk.
Follow-up doesn’t need to be perfect. It just needs to happen.
That’s what moves deals forward, builds trust, and keeps you top of mind.
Don’t overthink it. Do it.