Tracking and Reconnecting with a Prospect Client

What does your sales team do when a prospect asks for a feature that's still in the works?

They might consult product to relay a rough timeline or give other reassurances.

However, if the deal falls through, are you getting back to each of those cases? It's probably tough to keep track.

Well, here's a little tip that might help:

1. Add a custom field in your Project Tool (say JIRA) called Subscribed Prospects.

2. When a prospect asks for features that are in the roadmap, add their contact ID as a comma separated value against all applicable tickets.

3. Provided your CRM and Project tool are on Zapier, create a Zap that triggers on ticket completion on the latter.

4. The Zap needs to be configured (probably use Formatter & Code by Zapier) to split the Subscribed Prospects field, find corresponding email addresses that map to those contact IDs and email them to you as a list along with the ticket link.

5. Compose a new email, put those emails in the bcc field and inform them about the release.

This is a much more organic way to reconnect. Even if they've moved on, prospects will appreciate you remembering their ask.

After all, you're reaching back with a solution to a specific problem they were trying to solve.