Sales and customersMaintained by the TabTin teamOpen source

Sales Follow-up Pack

Move customer work from discovery calls and proposals through follow-up sequences and win/loss reviews.

WHAT YOUR TEAM CAN DO

What this Pack helps your team accomplish

Agent calls these capabilities when it recognizes the matching job to be done

Capture customer pain, decision process, stakeholders, and next steps from a discovery conversation.

Explain a proposed solution in the customer’s context on one clear, decision-ready page.

Design a multi-touch follow-up cadence with a useful message for each contact point.

Identify why an opportunity was won or lost, what can be repeated, and what should change.

INSIDE THE PACK

01
Discovery call notes
Capture customer pain, decision process, stakeholders, and next steps from a discovery conversation.
02
Proposal one pager
Explain a proposed solution in the customer’s context on one clear, decision-ready page.
03
Followup sequence
Design a multi-touch follow-up cadence with a useful message for each contact point.
04
Win loss review
Identify why an opportunity was won or lost, what can be repeated, and what should change.

BUILT IN THE OPEN

Inspect each Skill’s guidance, trigger conditions, and implementation on GitHub as the community continues to improve it.