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Key takeaways
- Day 0 to 1
- Day 2 to 5
- Day 7 to 14
Day 0 to 1
Reply immediately, thank them and offer a booking link.
Day 2 to 5
Share a helpful tip or short case study and ask if they have questions.
Day 7 to 14
Send a final check-in. Offer to close the file if the timing is not right.
Frequently asked questions
Which CRMs do you support?
GoHighLevel, HubSpot, Zoho, Pipedrive and similar tools. Tell us what you use and we will confirm fit.
Can you clean our existing data?
Yes. We merge duplicates, standardise fields and tag contacts so reporting becomes reliable.
Need help with this? Explore our CRM Management Services, see our packages or book a free 30-minute call.