Sales guide

A practical lead follow-up system for a growing sales team

Turn every enquiry into an owned next action instead of another spreadsheet row.

A useful follow-up process is simple enough to use every day and structured enough for a manager to review.

Give every lead an owner

Capture the enquiry source, contact details and current owner at the same time. Unassigned leads should appear as an exception, not disappear into a shared sheet.

Make the next action explicit

Record the next call, meeting or task with a due time. A lead without a next action is not actively being worked.

Review outcomes, not activity theatre

Use stage history, qualified conversions and won or lost reasons. Raw call counts do not explain whether the pipeline is moving.