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This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

How to track follow-ups once a sale is complete

The most important part of any sale is the follow-up; follow-ups show a prospect that they are valuable, remind them of your expertise, and push them to complete the sale. But follow-ups shouldn’t end when the sale is completed! Checking in after a sale shows the contact that you are interested in their experience, and you won’t forget them just because they’ve already paid. You can use these follow-ups to your advantage to create stronger relationships and turn customers into repeat customers!

You’re probably already tracking sales through your pipeline, but just because the customer is moving to a closed status doesn’t mean the sale is over. You can easily add an additional follow-up within the pipeline update -- when you move a customer into “Sale Won,” simply select “Task.” You can set the task a week or even a month out, and then save the pipeline update.

The follow-up task will appear on the Workspace when it’s due and you’ll get a reminder email to make sure it doesn’t slip through the cracks. That extra follow-up after a sale helps show a customer just how much they mean, and it gives you an opportunity to make an additional sale!

Next up:
Follow up, pipeline task
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