ChecklistSales
Cosmetics and personal care: Lead follow-up and sales process
49 items for following up DMs, WhatsApp, samples and trial sizes, replenishment, reaction reports, and stockist inquiries: response time, CRM fields, cadence, report flow, and hand-offs.
49 items6 groups16 minOctober 15, 2026
- lead follow-up
- sales process
- crm
- beauty
In cosmetics, a lead is someone asking in a DM which product to start with, requesting a sample, abandoning a cart, nearly finishing a product, or wanting to become a stockist. This list fixes who replies to each one, when, and with what information; reaction reports run separately from sales, in a safety flow. Tick it off with your team once a month.
Response time and channel rules
- A first-reply target for product questions from DMs, WhatsApp, and site forms during business hours is written down (for example, 15 minutes), with a shorter target for reaction reports.
- The after-hours auto-reply states your working hours and reminds anyone mentioning a skin condition to see a doctor.
- DMs, WhatsApp, comments, and email land in one inbox, and unanswered messages and open reaction reports are counted weekly.
5 items more in this group for members.
46 items more for members
This item has 49 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields and records10 items
- 03Follow-up cadence7 items
- 04Samples, trial sizes, and replenishment8 items
- 05Reaction, return, and complaint flow8 items
- 06Stockist pipeline and hand-offs8 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.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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