Do you perform your client follow-ups consistently?

Each day, you should have a list of scheduled follow-ups generated by the FollowUpThen service. Review this list daily and complete your follow-up calls and emails in the following order of priority:

1. Existing clients – Maintain relationships and ensure satisfaction
2. Prospects, leads, or new business – Pursue opportunities and conversions
3. Internal matters – Follow up on internal requests and actions