This is an execution check, not a theory exercise.
Post a screenshot of ONE of the following:
- Your CRM stages / pipeline, or
- Your spreadsheet columns used to track quotes and deals
Then comment under your post with your follow-up method.
✅ Screenshot Requirements
Your screenshot must clearly show deal tracking.
If CRM:
- Lead / New Opportunity
- Quoted
- Follow-Up
- Dispatched / In Progress
- Delivered / Closed
If Spreadsheet:
- Account / Customer
- Origin → Destination
- Quote sent (date)
- Status
- Next follow-up date
- Notes / objections
Clean. Simple. Real.
✍️ Follow-Up Method (write this under your screenshot)
Answer these directly:
- How soon do you follow up after sending a quote?
- How many total touches before you drop it?
- What channels do you use? (call / text / email)
- What does your final close-out message look like?
Example format:
- Day 0: Quote sent
- Day 1: Call
- Day 3: Email
- Day 7: Call + text
- Day 10: Close-out message
🎯 Why this matters
If you don’t track stages and follow-ups, you don’t have a sales system — you have hope.
Operators document. Closers follow up. Results come from systems.
Post it. Review others. Improve yours.