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Kad izmantot

An offer has been sent and the customer has gone quiet. Not for an offer that has not been written yet — use sales.prepare-offer. Not for a customer who answered with an objection or a negotiation — that is an active deal conversation, not a silence. Not for a customer lost months ago — use sales.win-back-customer.

Pirms sāc

• The offer is recorded in the sales module with its sent date and value; if it is not, record it first.
• The follow-up rhythm is known (or the 5/7-day default applies).
• Access to the mailbox thread and the pipeline record for the deal.

Ko izpilde pieprasa1

Ceļš7 soļi

1. S1

   Collect the silent offersaģents

   Search the mailbox and the sales module for sent offers with no reply after the follow-up threshold.

   Izdarīts, kad there is a list: offer id, customer, sent date, value, days silent.

2. S2

   Check what changed since the sendaģents

   Before writing anything: re-read the thread for a late reply, check the pipeline for status changes, and check public news for the customer (staff change, funding, tender, bad quarter).

   Izdarīts, kad each offer carries a one-line note: still silent / already answered elsewhere / something changed.

   ⛔ Following up on an offer the customer already declined in another channel is the fastest way to look careless.

3. S3

   Draft the follow-upaģents

   Reply in the same thread. Lead with something new, not a nudge: an answer to a likely open question, a shortened version, a case, a deadline reason ("valid until X"), or an easy out ("if the timing is wrong, say so and I will stop"). One short message, one clear ask.

   Izdarīts, kad a draft exists with the ask visible in the first three lines.

4. S4

   Approve the messageīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S4 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Show the draft with the S2 note. The owner approves, edits, or says leave it another week.

   Izdarīts, kad the owner has approved the exact text to send.

5. S5

   Send and logaģents

   Send from the company mailbox on the same thread. Log the follow-up on the deal with date and channel.

   Izdarīts, kad the message is in the sent folder and the deal record shows the follow-up.

6. S6

   Set the next actionaģents

   If the rhythm says a second follow-up: bc tasks add a dated task with the offer id. If the rhythm is exhausted or the customer says no: mark the deal lost with the reason and route it to sales.lost-deal-review.

   Izdarīts, kad the offer has either a dated next action or a closed-lost record — nothing left without an owner.

7. S7

   Report answers to the owneraģents

   When the customer replies, summarise the reply and the implied next step (negotiation, decision date, no).

   Izdarīts, kad the owner has read a one-paragraph answer within one working day of the reply.

Pārbaudes — kā zinām, ka izdevās

• The sent folder shows the approved text, unchanged (read it back, not the draft).
• The deal record shows: send date, follow-up date, next action or closed-lost.
• No offer in the list from S1 is left without a next action or an outcome.
• The second follow-up, if scheduled, has a date and an owner.

Ja noiet greizi

Ko atstāj katrs solis

1. S1there is a list: offer id, customer, sent date, value, days silent.
2. S2each offer carries a one-line note: still silent / already answered elsewhere / something changed.
3. S3a draft exists with the ask visible in the first three lines.
4. S4the owner has approved the exact text to send.
5. S5the message is in the sent folder and the deal record shows the follow-up.
6. S6the offer has either a dated next action or a closed-lost record — nothing left without an owner.
7. S7the owner has read a one-paragraph answer within one working day of the reply.

Ko saglabāt

Offer id and sent date · the S2 note (what changed, where checked) · the approved draft · sent message reference · deal log entries · the reply, if any, and its date.

Kā šī procedūra uzlabojas

After every 20 runs ask: what share of silent offers replied after the first follow-up, and did the value-adding drafts outperform plain nudges? Did any offer reach S6 with no next action? Did any follow-up go to a customer who had already answered elsewhere? A new version changes the rhythm, the draft template, or the S2 check — and says which in its change note.