Designs a post-meeting follow-up cadence for active deals - recap within 2 hours, value-add touches on a day 0/2/5/7 rhythm, channel switches when a deal goes quiet, and a clean breakup after 5-7 touches. Use when someone says "the prospect went dark after the demo", "how do I follow up without being annoying", "what should I send after the call", or a deal has stalled between meetings. Do NOT use for cold-prospect sequences before any meeting has happened - use outreach-sequence-designer instead; do NOT use for writing the cold email itself - use cold-email-craft instead; do NOT use for structuring the close with shared milestones - use mutual-action-plan instead.
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name: Sales Follow-Up Cadence
description: Designs a post-meeting follow-up cadence for active deals - recap within 2 hours, value-add touches on a day 0/2/5/7 rhythm, channel switches when a deal goes quiet, and a clean breakup after 5-7 touches. Use when someone says "the prospect went dark after the demo", "how do I follow up without being annoying", "what should I send after the call", or a deal has stalled between meetings. Do NOT use for cold-prospect sequences before any meeting has happened - use outreach-sequence-designer instead; do NOT use for writing the cold email itself - use cold-email-craft instead; do NOT use for structuring the close with shared milestones - use mutual-action-plan instead.
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# Sales Follow-Up Cadence
Follow-up is where most deals are won or lost after the meeting ends. The rep who follows up with something useful every time earns the right to stay in the conversation; the rep who sends "just checking in" trains the buyer to ignore them, and the costly version of that mistake is continuing past a polite close and burning the account for the whole company. Every touch needs a reason to exist, and the cadence needs a defined end.
## Operating procedure
Order matters: the Day 0 recap creates the shared record that every later touch references - skip it and every follow-up becomes a cold restart.
1. Gather the inputs below immediately after the meeting, while memory is fresh.
2. Send the Day 0 recap within 2 hours of the meeting.
3. Schedule the warm cadence (Days 2, 5, 7) in the CRM now, each touch pre-assigned a value-add - do not improvise touches on the day.
4. Before sending any touch, test it against the core rule: does it add new information, move an action item forward, or give the buyer something genuinely useful for their job? "Touching base" and "circling back" fail this test - rewrite or skip.
5. If silence continues past Day 7, shift to the cold-deal track (Days 10, 17, 25) with a channel switch.
6. Send the breakup at touch 7 (Day 25). Then stop. Park the contact in a 90-day re-engagement drip if the product remains a fit.
### Step 1: gather inputs
- What was discussed and what the buyer named as their top priority (their words, not the pitch's words).
- Agreed next steps with owners and dates - including the action item the buyer owns.
- Open questions left unanswered in the meeting.