By Anviom Technologies · 8 November 2026 · 4 min read
Speed matters most at the start
The first contact is the most important one. Call new enquiries as soon as possible - the same hour if you can - while they still remember why they asked.
A rhythm that works for most teams
Adjust it to your business, but a clear default beats leaving it to each person:
- Day 0: call as soon as the enquiry arrives; if there's no answer, send a short message.
- Day 1: call again at a different time of day.
- Day 3: follow up with the information they asked for.
- Day 7: check in; ask if anything is holding them back.
- Then: move them to a slower nurture schedule or mark them lost with a reason.
Always set the next step
Every call should end with a next follow-up date, or a clear status such as converted or lost. A lead with no next step is a lead that will be forgotten.
Make it visible
Give each person a daily list of follow-ups due and overdue, and let managers see it per person. What gets seen gets done.
How Anviom CRM does this
In Anviom CRM every follow-up has a date and reminder, overdue follow-ups show on the dashboard, notes and calls are kept on the lead's timeline, and managers see each person's pipeline and idle leads.