A follow-up process needs a recorded status, one responsible person and a next action date.
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Define what each stage means before adding automation.
Record how someone agreed to be contacted. Honour opt-outs and check the rules that apply in your market.
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Stop after a clear no, a wrong number or an opt-out. When someone asks you to wait, record the agreed date.
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Track overdue actions and lost-lead reasons. Fix the stage that creates delays before adding more reminders.
Check today's open leads for an owner and next action date. The full guide explains a manageable review process.