📝 Group Opportunity / Lead Management Checklist
1. New Opportunity / Lead Received
Log opportunity in CRM with full details (contact, company, type of enquiry)
Complete Touchpoint #1 on same business day:
Call the contact
Send follow-up email
Log both the call and email in the CRM opportunity timeline
Create task reminder in CRM to follow up (Touchpoint #2)
2. Follow-Up Touchpoints (Required Before Disqualification)
Touchpoint #2 (2–3 days after Touchpoint #1)
Make second call
Send second follow-up email
Log both in CRM opportunity timeline
Create task reminder for final follow-up (Touchpoint #3)
Touchpoint #3 (2–3 days after Touchpoint #2)
Make third and final follow-up call
Send final follow-up email
Log both in CRM opportunity timeline
3. Disqualify / Mark Opportunity as Lost (If No Response)
Update opportunity status to "Lost" or "Disqualified" in CRM
Record reason for disqualification in opportunity notes
Assign a task to the Sales Team for follow-up call and feedback
Set task reminder for future re-engagement (if appropriate)
Key Rules & Reminders
Each touchpoint = 1 call + 1 email
3 total touchpoints before disqualifying
Log all communication in the CRM opportunity timeline
Create a task reminder after every interaction
Sales follow-up task is mandatory after a lost opportunity