Drive your sales pipeline forward with powerful Next Actions

Table of contents

At the very roots of OnePageCRM is our Next Action Sales method.

Based on David Allen’s GTD (Getting Things Done) productivity principles, our aim is to ensure you never drop the ball on a potential customer.

The Next Action sales method encourages you to follow up with a lead. However, to really benefit from its use, you must set proactive, actionable Next Actions that convert.

Here are our top tips for constructing powerful Next Actions.

1. Use a verb

Use a verb at the start of the statement, this will trigger action, rather than procrastination. Actions should be decided upfront – so when the time arrives for ‘doing’, you’re halfway through the battle.

how to set follow up reminders

2. Be specific

Be specific about what needs to be done, so that you can glance at the list and get an overview, without too much investigating.

how to set follow up reminders

3. Use the contacts name

Always use the contacts name. This reinforces a connection between you and your prospects and gets you ready for interaction.

how to set follow up reminders

Remember, it takes an extra one or two seconds to write the sales action properly – but could mean the difference between winning and losing a sale.

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