Sales Follow-Up & Pipeline Recovery
Quotes, proposals and opportunities stall because follow-up depends on individual memory and inconsistent CRM use.
What it does
Track pipeline movement, initiate appropriate follow-up, identify stalled opportunities, and escalate valuable conversations to a person.
Signs you need it
- Quotes go out and you never hear back, and never chase
- Deals sit at the same stage for weeks with no next step
- Follow-up depends entirely on whether someone remembers
- You've no idea how much revenue is stuck in stalled deals right now
How it works
Four steps, start to finish.
Every quote and deal is tracked
Each opportunity is watched as it moves, or fails to move, through your pipeline.
Follow-up is prompted on time
Timely, context-aware reminders make sure the next touch actually happens.
Stalled deals surface
Opportunities going cold are flagged before they're lost, not after.
Valuable ones reach a person
When a stalled deal is worth rescuing, it's escalated to someone who can pick up the phone.
Human vs. automated
Where the line is drawn.
Automated
- Tracking pipeline movement and scheduling follow-up
- Detecting stalled deals and flagging them
- Keeping CRM stages current
Human
- Every actual follow-up conversation
- Deciding how to rescue a valuable stalled deal
How it's measured
Measured against what matters.
- Follow-up coverage
- Quote-to-close conversion
- Number and value of recovered opportunities
- Average sales-cycle duration
- Staff time spent on manual follow-up
Targets are agreed against your current baseline before anything is built, these are the categories we track, not a promise of a specific number.
Most lost deals aren't lost to a competitor. They're lost to silence. This system makes sure the follow-up happens even when no one remembers to send it.