HAPPITAP: DAILY LEAD FOLLOW-UP CHECKLIST

[ ] Review overdue follow-ups and the last conversation notes.
[ ] Check new enquiries that have not been contacted.
[ ] Confirm what was promised before preparing a response.
[ ] Make the next message relevant to the actual enquiry.
[ ] Record the outcome, open questions, and agreed next step.
[ ] Set a new follow-up date only when another conversation is appropriate.
[ ] Respect requests to stop contact and update your team records.
[ ] Review handoffs with teammates so responsibilities are clear.

Weekly: review whether follow-ups help people move forward, rather than
measuring success only by the number of messages sent.

Guide: https://happitap.com/blog/lead-follow-up-routine