Follow-up isn’t left to memory. It’s written into the system.

Follow-up written for each account, one step at a time. When a reply comes in, the conversation moves to your sales team.

  1. Your sales team
  2. Day 1 · first message
  3. Day 3 · reply received
  4. Day 8
  5. Day 15
Example

A sequence, day by day.

Four steps on four days, each written for that account. The sequence below is an example.

DayStepWhenFrom the message
Day 1First message, written for the accountOnce the list and the decision maker are readyHello, we make containers and lids from 250 ml to 5 kg for [dairy] plants like yours in [Balıkesir].The sales team at [Packaging maker]
Day 4Short follow-upThree days after the first messageHello, a few days ago we mentioned our container and lid options for your [dairy] production. Shall we send you the sample list?The sales team at [Packaging maker]
Day 8A note from another angleFour days after the second stepHello, a different angle this time: we also make leak-proof lidded containers for [dairy] producers. We can share the size chart.The sales team at [Packaging maker]
Day 15Closing noteThe last step; the sequence ends hereHello, we won’t take up more of your time on this. If packaging comes up later, just reply to this message.The sales team at [Packaging maker]

The parts in brackets change with each account.Example

Move the day, follow the sequence.

  1. Step 1 · Day 1sent
  2. Step 2 · Day 4waiting
  3. Step 3 · Day 8waiting
  4. Step 4 · Day 15waiting

Example

Personalisation isn’t filling in a field.

The first line of the message starts from what the company makes, how big it is and what the reader decides on. Personalisation isn’t a name or a company name dropped in at the end; it’s the sentence itself.

TemplateWritten for the account
Dropping a name and a company into a template.Building the first line around sector, size and role.
The same text, the same day, for everyone.Each account gets its own text on its own day.
Nobody knows who will read it.The decision maker’s role is known, and the message is written to it.

The rules of a sequence.

  1. One decision maker per account.
  2. Every message is written for its account; the same text never goes out to the list in bulk.
  3. A sequence ends with a closing note; it doesn’t run forever.
  4. An account that replies is handed to your sales team with the context of the conversation.

Your rep never starts from scratch.

When a reply comes in, your rep gets a handover record: who was written to, what was said and what the other side wants, all in one place.

Account
Dairy producer · Balıkesir · 320 staff
Decision maker
Supply chain manager
Request
a call on Tuesday or Wednesday, 1 kg and 5 kg samples
Context
first message (day 1), reply (day 3)
Next step
the rep proposes a time
Example

Questions about follow-up.

How do you set up automated follow-up for a sales team?

The target definition and the list come first, with a decision maker found at each account. Then the steps of the sequence and the gaps between them are set, and each step’s message is written for the account. It isn’t a one-off auto-reply to an incoming message; it’s a sequence that moves step by step. The SilverOps team sets it up and runs it, and your sales team takes over once someone replies.

When does a follow-up sequence end?

Every sequence has an end: the last step is a short closing note, and the sequence stops there. Accounts that reply are handed to your sales team and show on the panel with their stage.

Guide: What is account-based marketing?All questions