Email Arrangement and Follow Up Schedule

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BD Salesperson must arrange all the emails (First thing in the morning) under the following:

• T1: Ongoing Registrations or any new RFQ with existing Customer.
• T1 waiting: Waiting for the reply from Customer under T1 category.
• T2: Verified Prospects close to closing or no registration RFQ’s.
• T2 waiting: Waiting for the reply from cunder T2 category.
• T3: All other Lead emails which are not under T1 and T2.
• T3 waiting: Waiting for the reply from Leads under T3 category
Note: BD Salesperson can adjust the emails in the respective category according to their personal feedback.

Often Customers do not reply to the emails, in such scenario BD sales person will not wait endlessly instead will follow up with the client:

• T1 waiting: Once every week.
• T2 waiting: Once every two weeks

It depends on per client and per inquiry regarding how many times BD Salesperson sends the follow up email to T1 and T2 waiting although minimum 3 emails must be sent out.

• Email 1: Normal follow up, the follow up email can be repeated as necessary.
• Email 2: No reply follow-up canned response.
• Email 3: Close inquiry canned response.
Note: For Existing Customers and Close-to-closing Prospects, BD Salesperson must try other methods of communication (such as WhatsApp messages and phone call) when following up with the Customers before sending Email 2 and 3.

Canned Responses can be found in the following folder:

Z:\Shared drives\AdvaCare Sales Control\Common Documents for Sales → CANNED RESPONSE

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