18-Month Follow-Up
Lead Pipeline
57
Active Leads
0
Closed Won
Notes (1)
Apr 10, 2026
Called this morning. Interested but couldn't talk long. Sent proposal. He replied: 'Thank you! I will review and get back to you.'
18-Month Follow-Up Sequence
0/24 done
Next:Day 1 – Proposal Delivery ConfirmationDay 1
Day 1 – Proposal Delivery ConfirmationDue
Call to confirm they received the proposal. Ask if they had a chance to review it.
D1
Day 2 – WhatsApp Check-InDue
Quick WhatsApp: 'Hi [Name], just checking you received the proposal. Happy to answer any questions.'
D2
Day 5 – Follow-Up EmailDue
Send follow-up email with a key benefit of the NMS Training Package.
D5
Day 10 – Second CallDue
Call to discuss any questions. Mention upcoming training schedule.
D10
Day 14 – LinkedIn TouchDue
Connect or send a LinkedIn message with a valuable resource.
D14
Day 21 – Planning Next Month Callin 2d
'Hey [Name], I'm planning my training for next month — wanted to see if you're ready to move forward.'
D21
Day 30 – Direct Mail
Send a physical mailer — postcard or letter with NMS Training overview.
D30
Day 45 – Valuable Resource Email
Send a valuable resource (article, case study, tip) — no pitch, just value.
D45
Day 60 – Check-In Call
Casual check-in call. Ask how business is going. No hard sell.
D60
Day 90 – 3-Month Follow-Up
'Hi [Name], it's been 3 months since I sent you the proposal. Are you still planning training this year?'
D90
Day 120 – WhatsApp Value Drop
Share a useful tip or insight relevant to yacht sales training.
D120
Day 150 – Email Newsletter
Include in your next email newsletter with valuable content.
D150
Day 180 – 6-Month Planning Call
'I'm planning my training schedule for the next 6 months — wanted to check if you'd like to be included.'
D180
Day 210 – Direct Mail #2
Second physical mailer — updated offer or seasonal angle.
D210
Day 240 – LinkedIn Resource Share
Share a LinkedIn post or article relevant to their business.
D240
Day 270 – 9-Month Check-In
9-month follow-up call. Mention any new developments in the NMS program.
D270
Day 300 – WhatsApp Touch
Short WhatsApp message. Keep it personal and brief.
D300
Day 330 – Email – Year-End Planning
Year-end email: 'Planning your team training for next year? Let's talk.'
D330
Day 365 – 1-Year Anniversary Call
1-year follow-up call. Acknowledge the time, reintroduce value, ask if timing is better now.
D365
Day 420 – 14-Month Email
Send a valuable resource with a soft re-engagement message.
D420
Day 450 – Direct Mail #3
Third physical mailer — keep the brand top of mind.
D450
Day 480 – 16-Month Call
Re-engagement call. Ask about their current training situation.
D480
Day 510 – LinkedIn Final Touch
Final LinkedIn message with a compelling reason to reconnect.
D510
Day 540 – 18-Month Final Follow-Up
Final call in the sequence. 'I've been following up for 18 months — I believe in this program. Is now the right time?'
D540