Winning follow-up is a planned cadence, not random chasing: about five touches across call, WhatsApp and email over 2โ3 weeks, each one adding value. Below are copy-ready scripts for every stage (after enquiry, after demo, after quote, no response, objections and closing), plus a cadence you can load straight into your CRM.
Background: the 5-touch lead follow-up rule and sales pipeline stages.
The 5-touch cadence
| Day | Channel | Goal |
|---|---|---|
| 0 (within minutes) | WhatsApp + call | Acknowledge, qualify, book next step |
| 1 | Send details, proof, pricing | |
| 3 | Value nudge (case, video, FAQ) | |
| 7 | Call | Handle objections, propose next step |
| 14 | WhatsApp or email | Breakup / keep-warm message |
1. After a new enquiry
WhatsApp (instant):
Hi [Name]! ๐ Thanks for your enquiry about [product]. I'm [Your name] from [Company].
Quick question so I can help properly: what's the main thing you're looking to solve?
[Buttons: Pricing | Book a demo | Talk now]
Call opener:
"Hi [Name], this is [Your name] from [Company]. You enquired about [product] a few minutes ago, is now a good time for 2 minutes?
Great. What made you look for [category] today?"
2. After a demo
Email (same day):
Subject: Recap: [Company] ร [Their company] demo
Hi [Name], thanks for your time today. Quick recap:
โข Your goals: [goal 1], [goal 2]
โข What we showed: [feature 1], [feature 2]
โข Recommended plan: [plan], โน[price] (excl. GST)
Next step: [trial / proposal / call] on [date]. Does that still work?
WhatsApp (next day):
Hi [Name], here's the 2-minute recording of the part you liked most ๐ฅ [link]
Any questions from your team?
3. After sending a quote
WhatsApp, day 2:
Hi [Name], did you get a chance to review the quote? Happy to walk your team through it in 10 minutes.
Call, day 5:
"Hi [Name], I wanted to check whether the quote matches what you had in mind. Is there anything you'd change on scope or budget?"
Email, day 7:
Subject: Options for [project]
Hi [Name], if budget is a concern, here are two alternatives: [option A], [option B]. Which is closer?
4. No response
Touch 1: Hi [Name], just following up. Is [problem] still a priority this month?
Touch 2: Hi [Name], thought this might help: [case story or guide link].
Touch 3: Hi [Name], should I check back next quarter instead?
Breakup: Hi [Name], I'll close your file for now so I don't keep bothering you. Just reply here whenever you're ready. ๐
5. Handling common objections
| Objection | Response script |
|---|---|
| "It's too expensive." | "Understood. Compared to what? Let's look at what [problem] costs you today, per month." |
| "We're using another tool." | "Makes sense. What do you like about it, and what's missing? If nothing's missing, you should stay." |
| "Send me details." | "Sure, sending on WhatsApp now. Can I call tomorrow at [time] to answer questions?" |
| "Need to discuss with my partner." | "Of course. Shall I set up a 15-minute call with both of you, so they hear it first-hand?" |
| "Not now." | "No problem. When would be better, and what should change by then?" |
| "Can you give a discount?" | "Let's first confirm the plan fits. If the yearly plan works for you, it already saves [X]." |
6. Closing
"Based on what you've told me, [plan] fits best. Shall I activate the 7-day trial today, or would you prefer we start on [date]?"
WhatsApp:
Great talking to you, [Name]! Here's your activation link: [link]. I'll check in tomorrow to help you set up. ๐
Make it automatic
- Tasks and reminders: RapBooster CRM schedules the next touch for you.
- Click-to-call and recording: RapBooster Voice, an IVR number billed monthly with call minutes on credits.
- WhatsApp templates: approved follow-up templates in WhatsApp Marketing.
- One timeline per lead: calls, WhatsApps and emails in one place.
Start a free trial of RapBooster CRM.
