Knowing when to follow up with a lead can be hard. Ryan Melville created an effective system for follow-up using smart lists.  

How it Works

The idea behind this process is to add tags based on the frequency with which you want to follow up with your leads. These smart lists rely on adding the following tags: Daily, Weekly, Bi-Weekly, Monthly, and 6 Months.

Typically you would add the daily tag to your new leads as you are trying to qualify them. After a certain timeframe, you would remove the daily tag and add another tag based on the frequency at which you'd like to continue following up with the lead. 

Adding Ryan Melville Smart Lists

To add Ryan Melville's smart lists, go to People > Manage Lists > Best Practice Lists > Copy. 

Smart Lists Masterclass with Ryan Melville

Check out our blog for more information: Smart Lists Masterclass with Ryan Melville