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Inbox Management Best Practices

Said Jrad avatar
Written by Said Jrad
Updated this week

Responding to Leads

  1. Respond promptly to all positive replies

    • Check your inbox daily to maintain momentum with interested prospects

    • Reply the same day when possible to increase engagement

  2. Aim for clear next steps in every response

    • The goal is to get a clear "yes" or "no" - avoid ambiguity

    • For positive responses, immediately suggest specific meeting times

  3. Personalize your responses

    • Maintain a conversational, human tone (not robotic or overly salesy)

    • Reference what they specifically mentioned in their reply

  4. Provide value in follow-ups

    • Share relevant case studies of similar clients

    • Offer free resources like training sessions or pitch decks

    • Give high-level overviews of your service/offering without overwhelming

Follow-Up Strategy

  1. Follow up consistently and persistently

    • Follow up every 2-3 days for active leads

    • Don't give up after just 1-2 follow-ups; some prospects need 5+ touchpoints

    • Continue following up until you get a definitive yes, no, or clear disinterest

  2. Vary your follow-up approaches

    • Use different angles in follow-up emails

    • Try offering free trainings or resources

    • Share new case studies or relevant insights

    • Address objections directly when they arise

  3. Use multiple communication channels

    • Don't limit yourself to email only

    • Call prospects (find their number in email signatures)

    • Connect on LinkedIn or other social platforms

    • Record personalized videos when appropriate

Meeting Scheduling Best Practices

  1. Suggest specific times rather than just sending calendar links

    • Example: "Does Thursday at 12pm Eastern or Friday at 1pm Eastern work for you?"

    • This reduces friction and increases booking rates

  2. Include calendar links as a backup option

    • After suggesting specific times, provide your scheduling link as an alternative

    • Some prospects may prefer self-scheduling

Handling Common Scenarios

  1. For pricing inquiries:

    • Provide basic information but emphasize the need for a call to discuss specifics

    • Highlight that pricing varies based on specific needs and requirements

  2. When prospects ask for more information:

    • Give a high-level overview without overwhelming

    • Include 1-2 relevant case studies to build credibility

    • Still push for a call to discuss in more detail

  3. When redirected to another team member:

    • Quickly introduce yourself and reference the previous conversation

    • Clearly state why you're reaching out and suggest next steps

  4. After being ghosted:

    • Continue following up every few days

    • Try different angles (free resources, case studies, etc.)

    • Be persistent but respectful of their time

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