
Limits
The follow-up holds the next action, the owner, the priority, and the schedule. The sale stays outside it.

Make every next action visible, owned, prioritized, and connected to the customer journey so opportunities do not go silent.

The next action is scheduled once, with an owner and a priority on that follow-up. It stays on the customer journey, so the opportunity does not go silent.
Keep the next action, its owner, and its priority on one follow-up.
Show who owns it, and how soon it is due, before the action is carried out.
Read the follow-up details to see what was already promised.
Hand the follow-up on with the owner and the customer journey still attached.
Keep the next action on the customer journey, so the opportunity is not left silent.

Limits
The follow-up holds the next action, the owner, the priority, and the schedule. The sale stays outside it.
Handoffs
A scheduled follow-up goes to the named owner, and a completed action returns with the priority still attached.
Confirm first
Confirm the next action, who owns it, and its priority before the follow-up is scheduled.

Limits
The follow-up holds the next action, the owner, the priority, and the schedule. The sale stays outside it.
Handoffs
A scheduled follow-up goes to the named owner, and a completed action returns with the priority still attached.
Confirm first
Confirm the next action, who owns it, and its priority before the follow-up is scheduled.