Download the free checklist Follow-Up Call Checklist Follow-Up Call Checklist

Once you've piqued a prospective client's interest enough to continue the conversation, request to set up an appointment with the prospect to review additional details of the sale or arrangement. Once that’s done, follow up by sending an appointment reminder with all the details. To help you with this booking process, use this appointment follow-up checklist and template to make sure you’re providing your prospect with everything they need for a successful meeting.
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