Follow-up · For reps
Call follow-up templates
Send the recap same day, while the map is fresh. Fill the brackets with what you heard on the call. Keep it short.
1. Same-day recap: "Your growth map"
Subject: Your growth map, [First name]
[First name],
Good talking today. Here's what we mapped:
- Where you're strong: [what's working]
- Where you're leaving business on the table: [the weakest outcome, in their words, e.g. "you don't come up when buyers ask ChatGPT about [category]"]
- First move: [the one thing Helix does first]
Helix runs all four: found on Google, found in AI answers, found in conversations, and pages that convert. You approve ten minutes a day, we ship, and a report lands every Friday. Plans from $99/mo, cancel anytime.
Want me to send the one-pager, or should we get you started?
[Rep]
2. Nudge (no reply after 3 days)
Subject: One more thing on [their category]
[First name], quick one. I checked and [concrete finding, e.g. "you're on page 3 for '[keyword]' and not cited in ChatGPT for '[question]'"]. That's exactly the kind of thing Helix fixes in the first weeks. Ten minutes to get you set up this week?
[Rep]
3. Last touch (no reply after the nudge)
Subject: Closing the loop
[First name], I don't want to keep chasing. If the timing isn't right, no problem. When you're ready to stop handing the Google result and the AI answer to your competitors, I'm one reply away. Here's the pricing so you have it: plans from $99/mo, cancel anytime.
[Rep]