ADAPT LEADS
Which deals have you forgotten to follow up?

An owned follow-up queue with explicit continue, pause and close decisions.

Stable deal reference and company:

Person and accountable owner:

Stage and last interaction date:

Customer’s requested next step:

Next action and due date:

Customer-agreed or internal review date:

Continue, Pause or Close with reason:

Contact preferences and relevant context:

Completion checks
[ ] Every continuing deal has an owner.
[ ] The action is specific and dated.
[ ] The customer’s words are separate from internal assumptions.
[ ] Paused and closed deals are removed from the live chase queue.

Original guide: https://adaptleads.co.uk/resources/crm-follow-up-rescue-kit/