Process Library

Qualified Reply Triage

How to handle a positive reply to cold outreach so a warm prospect books a call before a competitor reaches them.

Sales 6 steps
When to use

Whenever a prospect replies with interest to a cold or nurture sequence.

Trigger
Runs when: A positive reply lands from any outbound sequence

The procedure

6 steps

  1. Reply within the first business hour with exactly two booking slots, no more and no less.
  2. Re-open the contact record and add company stage, current toolset, and the signal that triggered the original outreach.
  3. Send one pre-call sentence naming the specific thing you believe you can help with.
  4. If they ask for pricing before booking, send the range and still book the call. Do not negotiate before discovery.
  5. If they push for email-only, send one deck and one specific offer, but do not run a discovery in writing.
  6. Record an expected deal size and a rough decision timeline before the call.
Outputs
  • Booked discovery call with prep notes
  • Updated CRM record with stage, toolset, and deal-size estimate
  • Pre-call summary delivered to the AE or founder if escalating
Tools
CRMScheduling linkEmail
Tips
  • Speed beats polish on a reply. The replies you do not move on within an hour are the ones you lose.
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Related searches
lead response sop inbound reply process speed to lead qualify prospect reply sales follow up sop

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