Sales Runbook

Sales Follow-Up Sequence

Prepare a concise sales follow-up sequence that uses meeting context, adds value at each touch, and makes the next reply easy.

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Goal

Create a concise sales follow-up sequence that continues a real conversation, adds a useful reason to respond, and respects the recipient’s choice.

Success Criteria

  • Every message has one purpose and one low-friction call to action.
  • Each follow-up adds new context, proof, or value.
  • Personalization connects to the recipient’s business situation.
  • The sequence sounds like a thoughtful person, not an automated campaign.

Inputs

  • Recipient role, company, and relevant business context
  • Previous interaction or trigger
  • Problem, value proposition, and supported proof
  • Desired response or next step
  • Voice, timing constraints, and channel
  • Consent, suppression, or compliance requirements

Constraints

  • Do not invent prior conversations, research signals, urgency, results, or mutual connections.
  • Avoid jargon, false familiarity, pressure, and “just checking in.”
  • Use one ask per message and honor supplied opt-out or do-not-contact status.
  • Keep links and attachments out unless they directly help the recipient.

Instructions

  1. Summarize the recipient’s likely context using only verified information.
  2. Choose one thread connecting their situation to the proposed value.
  3. Draft the first follow-up around relevance and a simple question.
  4. Draft later touches with a new insight, example, or useful resource.
  5. End with a respectful close that removes pressure.
  6. Review cadence and message length against the relationship and channel.

Output

  • Sequence objective and audience
  • Three to five messages with subject, timing, body, and call to action
  • Personalization fields requiring verification
  • Assumptions and compliance checks

Quality Check

Read each message independently. Confirm it has new value, one clear ask, no unsupported claim, and no sentence that exists only to pressure a reply.

Stop Rules

Do not draft or send outreach to suppressed, opted-out, or legally restricted recipients. Never send messages or enroll contacts without explicit approval.

From procedure to operation

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