<aside> 💡 Use this SOP to outline detailed steps for your sales process, specifically follow-up procedures after a lead reaches out.

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🏹 Purpose

In 1-2 sentences, explain the purpose of this document. For example:

To establish a timely and effective process for following up with leads to convert them into customers.

🔍 Scope

Explain the scope of the lead follow-up process. For example:

This SOP applies to all customer service representatives and sales team members responsible for lead follow-up after a customer submits an online inquiry form or leaves a voicemail.

👥 Roles and Responsibilities

Brainstorm the persons involved in completing this process or routine operation. For example:

Role	Responsibilities	Notes
Customer Service Representatives (CSRs)	Complete initial follow-up with leads
Sales Team	Engage with leads post-initial follow-up to close sales
Operations Manager	Ensure adherence to this SOP and provide support as needed

📖 Definitions and Acronyms

Optional section for more complex processes that need a glossary.

Term or Acronym	Definition or Meaning
Insert your term here	So the reader understands the term or acronym.

🛠️ Tools and Equipment

List tools and equipment needed to get the job done. For software, include logins and resources for how to use the tool.

🔄 ****Step-by-Step Process

Optional section to insert a flow chart for a visual overview of the process once a lead reaches out.

Or list step-by-step instructions to complete the process, such as:

1. Receiving the Lead
2. Initial follow-up
3. Secondary follow-up
4. Escalation
5. Ongoing communication
6. Closing the lead

📚 Related Resources

Add supporting references, contact persons, or regulatory guidelines, such as:

CRM User Manual [link to CRM User Manual]
Email and Phone Communication Templates [link to templates]
Company Communication Policy [link to policy]

Approval and Revision History

Indicate who approved the procedure, the start date, and the most recent changes made to the SOP. Note: Notion updates this information automatically at the top of the page.