Lesson objectives
- Plan a follow-up cadence
- Learn from lost deals
A simple cadence
- Same day: recap email with what was discussed and the proposal.
- Day 2-3: answer any open questions; share one relevant example.
- Day 7: check-in with a clear question ('Would it help to talk again?').
- Then: move to long-term nurture if there's no decision.
Learn from lost deals
Record a lost reason for every deal - price, timing, fit, competitor, no decision. Patterns show whether to adjust targeting, offer or follow-up.
Action steps
- Write your recap email template
- Add a required 'lost reason' field in your CRM
Checklist
- Recap sent same day
- Lost reasons recorded
- Nurture for undecided leads