Reference / checklist
Lead Follow-Up Checklist
If the system relies on memory, reminders are not the first problem. Make the operating rules visible.
Capture
- Are all meaningful lead sources known?
- Does the record contain enough context to qualify the enquiry?
Qualification
- Is there a minimum definition of a useful opportunity?
- Can the team distinguish “not now” from “not a fit”?
Ownership
- Does every valuable opportunity have one current owner?
- Can anyone see who is responsible without asking around?
Next action
- Does every live opportunity have one explicit next action and date?
- Is status kept separate from what must happen next?
Escalation
- What happens when an opportunity receives no action?
- Are high-value or high-risk opportunities treated differently?
Learning
- Are lost reasons captured consistently?
- Can repeated losses change positioning, pricing, qualification or response rules?