Follow-up
A follow-up cadence that closes deals
March 30, 2026·3 min read
Why most cadences fail in services
Cadences built for fast transactional sales do not map cleanly to a larger consulting or professional-services opportunity. The buyer may have several stakeholders, a longer approval cycle, and an agreed decision date. This sequence is an adaptable starting point, not a guaranteed optimum.
The complete 14-touch professional-services cadence
- Day 0 · Email · Seller: recap the problem, scope, commercial terms, and agreed next step.
- Day 2 · Phone · Seller: confirm receipt and surface immediate questions.
- Day 5 · Email · Seller: answer one known concern with a relevant resource.
- Day 8 · LinkedIn · Seller: brief, contextual connection note; no duplicate pitch.
- Day 12 · Email · Seller: clarify scope, owner responsibilities, or implementation timing.
- Day 16 · Phone · Seller: ask whether the decision date or stakeholder list changed.
- Day 21 · Recorded video · Subject owner: answer one substantive process question.
- Day 27 · Email · Seller: ask what another stakeholder needs to evaluate the decision.
- Day 33 · LinkedIn · Seller: share one relevant operating observation.
- Day 39 · Email · Delivery owner: outline the first implementation steps and dependencies.
- Day 45 · Phone · Seller: confirm whether the opportunity remains active.
- Day 50 · Email · Seller: summarize open decisions and the current next action.
- Day 55 · Email · Seller: send a brief close-the-loop note.
- Day 60 · Email · Seller: ask whether to close the opportunity or schedule a later follow-up date.
Stop the active sequence when the buyer says no, opts out, becomes unqualified, buys, or agrees to a different dated next step. Every touch needs a purpose, owner, and recorded outcome.
Do not use this for urgent residential estimates
Residential home service estimates need a shorter sequence because urgency and buying windows are different. Start with a same-day recap, then use a small number of calls, texts, and emails over roughly two weeks. Stop on a booking, decline, opt-out, or disqualification.
Visibility, not pressure
The goal is not to chase. It is to preserve an agreed decision process while making missed next actions visible. Track replies, decisions, completed next actions, and reasons for stopping; open rates alone do not establish whether the sequence works.