This presentation will teach you how to follow up like a sales jedi. Most sales pros are following up on the wrong day, time and using bad content. We will show you a few tricks to maximize your time so you quickly qualify and build that funnel. Also, a couple of cool new tools will notify you when someone downloads an attachment in your follow up email. Another tool helps you classify leads to help you narrow focus and not forget to follow up.

1. How to follow up like a
Sales Jedi

2. Why are we here?
• Most sales professionals are following up on leads on
the wrong day, time, content and no tracking tools.
• RESULT:
• Sales Reps are wasting time on their current
Follow Ups
• Marketing Teams are not receiving full potential of
their lead spend
Follow up the Hookeepa way!

3. Follow Up Best Practice
LeadResponseManagement.org & Forbes.com findings:
• Wednesday’s and Thursdays are the best days to F/U
• Best times: 8-9am and 4-6pm
• Contact a lead immediately
• The odds of contacting a lead in the first 5 minutes
are 100x higher versus 30 minutes
• Contact lead persistently
• Most reps only contact a lead average 1.3 times
• Average contacts required to convert: 8 times

4. What about F/U Content?
• Stay away from follow up templates
• Make it personal to their business and request
• If they ask about ecommerce services, tweak the
content about “your request for our commerce services”
and an appropriate case study
• Do not write a novel. Clients do not have the time to read in
paragraph form. Your email will get deleted.
• You are there to help them given your past performance and
unique value.
• “We can help you increase revenue with our best practice
approach to ecommerce services.
Please provide some days and times to discuss further.
Visit our Website/Read our Whitepaper (insert link)”

5. Tools to succeed
• CRM is ok, but does not offer best practice approach to follow ups
• We recommend these two tools to follow up like a Sales Jedi:
• Contactually.com
• Email plugin to classify leads into “buckets”, for example Hot,
Warm, Cold buckets.
• Write rules for each bucket, eg. F/U with Hot Lead every 4 days
• Dashboard to quickly F/U with your appropriate leads
• MyDocket.com
• Email Plugin to track when your clients open your emails or
documents
• Set Reminders for follow ups
• Email notification when a client opens your Whitepaper

6. Contact Info
• Contact us: info@hookeepa.com
• Visit us: www.hookeepa.com
• Twitter: twitter.com/hookeepa
Sales and CRM Best
Practices