Playbook, 6 min read

The follow-up cadence that stops leads going cold

A practical call-back schedule for new enquiries, and how to set it up so no follow-up is forgotten.

Most lost leads aren’t lost to a competitor. They are lost because nobody called back. A simple, consistent cadence fixes most of that.

Speed matters most at the start

An enquiry is warmest in the first minutes after it arrives. Aim to make the first call within 5 minutes during working hours. After that, what matters is persistence: most conversations happen after more than one attempt.

A starting cadence for a new lead

Attempt When If no answer
1 Within 5 minutes of the enquiry Retry in 2 hours
2 Same day, 2 hours later Retry next morning
3 Next day, 10–11 am Retry the next evening
4 Day 2, 5–7 pm Retry in 2 days
5 Day 4 Retry in 3 days
6 Day 7 Mark Not reachable; revisit in 30 days

Adjust the timings to when your customers can actually pick up: working professionals in the evening, businesses mid-morning.

When someone answers

End every connected call with an agreed next step and a time: “I’ll call you Thursday at 11 after you’ve spoken to your family.” Then record it straight away.

Setting it up in VM CRM

  1. In the queue, choose the call outcome (e.g. No answer).
  2. Pick the next follow-up — the quick picks (+2 hours, Tomorrow 11 AM, Next week) cover most of the schedule above.
  3. Click Save & Next.

The lead comes back to the top of the queue when it is due, and overdue follow-ups are always shown first. You get a reminder before each follow-up and a morning digest of anything overdue.

Measuring it

Watch two numbers in the dashboard each week:

  • Average attempts before first connect — if it’s below 3, agents are giving up too early.
  • Overdue follow-ups — this should be close to zero at the end of every day.

See your team’s calling day in VM CRM

A 30-minute walkthrough with your own lead file — import, distribute, call and report.