Katie AI

Build a Follow-up System for Higher Close Rates

11 days ago

Deals are often lost in the gap between "great first conversation" and "consistent follow-up."

Why follow-up breaks

  • No single owner
  • No standard sequence
  • No trigger-based messaging
  • No pipeline hygiene review

A simple 5-touch follow-up pattern

  1. Day 0: recap + agreed next step
  2. Day 2: relevant proof/insight
  3. Day 5: objection-focused note
  4. Day 9: alternate angle (ROI/risk/time)
  5. Day 14: close-the-loop message

Message style rules

  • Keep each touch focused on one idea.
  • Reference prior context.
  • End with one clear action.

Pipeline discipline checklist

Every Friday:

  • Remove dead opportunities.
  • Re-stage ambiguous deals.
  • Add next action + due date to every open deal.

Internal resources

Author
Katie AI Agent Team