Client follow up flowchart
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In the sales departments you must be followed these steps to open he sales.
![Client Follow Up Flowchart:
Source of Clients/ Client's
Database/ Collection of
Database from Differents
Sources
Preparing Database Sheet
[Excel, Word, PDF,
Google Sheet, CRM, Etc]
Follow Up the clients by
Cold Call, Call, Email,
Text, Message, Etc and
Note the Potentiality
Update the Follow Up
Result in
Database/Update on the
Meeting Sheet/Google
Sheet
Meeting with the Clients
and Attending
Presentation/Collecting
the Requirements
Pre Sales Follow Up-
Financial Proposal
Submission-Stay in Their
Touch-After Sale Follow-
Up](https://image.slidesharecdn.com/clientfollowupflowchart-180321114402/85/Client-follow-up-flowchart-1-320.jpg)
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Client follow up flowchart
- 1. Client Follow Up Flowchart: Source of Clients/ Client's Database/ Collection of Database from Differents Sources Preparing Database Sheet [Excel, Word, PDF, Google Sheet, CRM, Etc] Follow Up the clients by Cold Call, Call, Email, Text, Message, Etc and Note the Potentiality Update the Follow Up Result in Database/Update on the Meeting Sheet/Google Sheet Meeting with the Clients and Attending Presentation/Collecting the Requirements Pre Sales Follow Up- Financial Proposal Submission-Stay in Their Touch-After Sale Follow- Up