You've met with the prospect. You've made your pitch. There's interest and intent. Now is where your follow-up process comes into play.
A consistent follow-up process is the difference between a deal that moves and one that stalls. iorad lets sales teams document every step of their follow-up playbook as an interactive tutorial — from CRM entry to email sequence to call scheduling — and share it with reps the moment they join.
New reps click through the exact steps rather than reading a policy document they'll forget by the next day. Teams using iorad to standardize their follow-up process report faster ramp times for new hires and more consistent pipeline hygiene across the team.
Oftentimes, organizations will have multiple people involved in the buying process. Some of the most influential ones you may never even meet. You need to make sure they get the right information too and you can't rely on the same basic follow-up process everyone uses to do that.
What to Include in a Follow-Up Process Tutorial
The most effective follow-up tutorials cover the entire sequence in one recording, not individual steps in isolation. That means starting from where the rep is — typically a CRM record after a meeting — and walking through every action in order: logging meeting notes, updating the deal stage, sending the follow-up email from the right template, scheduling the next touchpoint, and setting any task reminders.
When reps have a click-through tutorial that covers the full sequence, they complete it correctly from day one. There's no ambiguity about which CRM field gets updated, which email template to use, or when to move the deal stage. Everyone follows the same playbook.
For sales managers, the benefit compounds: onboarding new reps gets faster, pipeline data gets cleaner because everyone logs the same information, and coaching conversations can focus on strategy rather than process correction.
The assets and information you share with contacts will spread throughout the entire buying committee. Don't waste time giving them another one-pager, sales PDF, or call recording. Chances are it will go untouched. Instead, try sharing an interactive simulation that covers everything you mentioned during your call. Allow them to click through it at their own pace and make sure everyone gets exposure to the key points in your value proposition.