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Consulting and B2B services: Lead follow-up and sales process

54 checks covering first response, qualification, proposals, follow-up cadence, decisions and handover, and CRM upkeep, to use weekly so inquiries don't die in silence.

54 items6 groups24 minOctober 15, 2026

  • lead follow-up
  • checklist
  • sales process
  • crm

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3 items open, 54 items in total. Members see the rest.

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Check your consulting or B2B service firm's sales process, from the moment an inquiry arrives through the contract, loss reasons, and CRM upkeep, with this list. Talk through any unchecked items at the weekly pipeline meeting.

The moment an inquiry arrives: first response

9 items
  • Every form, call, WhatsApp, and LinkedIn message lands in one place (a CRM or shared sheet), and no inquiry stays only on someone's phone.
  • Who answers an inquiry and their backup are set, and if the owner is on leave, the inquiry routes to the backup automatically.
  • A target first-response time is written down (say, two working hours), and the real time is measured in the weekly report.

6 items more in this group for members.

51 items more for members

This item has 54 items in total. With a membership you see all of it and copy any line in one click.

  1. Qualification and first-call preparation9 items
  2. After the call: summary and proposal9 items
  3. Follow-up rhythm and silence9 items
  4. Decision, loss reason, and handover9 items
  5. CRM upkeep and data hygiene9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Consulting and B2B services page

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only

  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

    9 scripts · 2 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only

  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

    36 items · 6 groupsMembers only