Evening Follow-Up Routine
Use this page at the end of the sales day to clean the pipeline.
Evening checklist
- All new leads answered
- All quote requests updated
- All sent quotes have follow-up dates
- All hot buyers have next steps
- All old leads are marked nurture, lost, or recovery
Messages to send
- Spec confirmation
- Quote received check
- Financing option follow-up
- Delivery/install confirmation
- Final close or recovery message
Evening rule
Never end the day with an open quote that has no next action.