Kate Webb
Follow-up

What keeps a lead alive is remembering

More follow-up emails won't keep a lead warm. Remembering what they told you will. Why follow-up slips, and what to do about it.

By Kate Webb · 2 min read
Handwritten notes and a coffee on a desk, from above

People hear "keep following up" and picture eight emails that all say the same thing. That's how you end up annoying, and then muted.

What actually keeps a lead alive is remembering.

After I talk to someone, I add a quick note or a voice note to my dashboard about what they said. Their job title I can get anywhere. What I want is what they were working on, what was frustrating them, when they thought they'd look at it again, and the small personal things, like a trip coming up or a kid starting college. So when I come back in three months, the message starts from something real: "You mentioned you were hiring a sales lead in the spring. How did that go?"

People answer that kind of message, because it reads like someone who was listening. And they were. It's the opposite of "just checking in".

Sample follow-up dashboard with notes, next steps and who is due today
Sample board. Every conversation, its notes, and who is due today.

Why follow-up slips

Almost everyone agrees follow-up matters. The problem is memory. Nobody can hold three hundred half-finished conversations in their head, and a follow-up due in six weeks is exactly the thing that slips when client work gets busy.

So most leads are never turned down. They get forgotten, quietly, one at a time.

That's what the dashboard is for. Every conversation keeps its notes, every "not now" has a come-back date, and each morning there's a short list of who's due and why. A person still reads every message before it goes, so it sounds like you.

Questions people ask

How do you follow up without being annoying?

Make every message about them, not about wanting a reply. Start from something they told you, ask one easy question, and space messages further apart over time.

What should you write down after a sales call?

What they're working on, what's frustrating them, when they said to check back, and the small personal things. A quick voice note right after the call is enough.

How long can a lead stay warm?

Much longer than most people think. I've had people come back after a year of quiet, ready to talk, because I was still in touch.


This is what I do for clients now. If your leads keep going quiet, book a call with me.

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