DecisionFlow Follow-up. Follow-up that tracks the customer's stage.
Not a reminder asking if the customer has looked at it yet, but follow-up that matches where the customer stands in their decision.
Good afternoon, thanks for the conversation. You mentioned three customers did not renew last year. We agreed you'd look up the cost of that, and that we'd put it next to the plan together on 14 June. Does that sound right?
- Look up renewal figuresCustomer / 12 June
- Prepare the mathsSeller / 13 June
- Decision conversationBoth / 14 June
What's ready.
- 01Draft follow-up email
Short, in the words of the conversation, with a question for correction.
- 02Actions with owner and date
For you and for the customer.
- 03Clocks on commitments
You see when a commitment is about to expire.
- 04The seller sends it
DecisionFlow never sends automatic emails to customers.
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