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How to follow up like a 
Sales Jedi
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!
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
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)”
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
Contact Info 
• Contact us: info@hookeepa.com 
• Visit us: www.hookeepa.com 
• Twitter: twitter.com/hookeepa 
Sales and CRM Best 
Practices

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Follow Up Like a Sales Jedi

  • 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: [email protected] • Visit us: www.hookeepa.com • Twitter: twitter.com/hookeepa Sales and CRM Best Practices