- Review the pending action and the conversation before following up.
- Use an available channel suited to the person and their stated preference or previous responses. Switch channels when useful.
- Record the next action and Next action date, including when to check back if waiting for a reply or booking.
Stop reminders when the action is completed. If they reply, pause reminders, address their question, and agree on the next step. If they need more time, agree on a revisit date; if they decline, record the outcome. Review continued silence before deciding whether to pause outreach.
Choose a channel
- Indeed: preferred for prospects already responsive there.
- Email: recaps, invitations, documents, and follow-up when an email address is available.
- LinkedIn: connect if needed, then message when available.
- Mobile message or call: if a number is available and the channel is appropriate.
Jack and Jill: start with email. Their LinkedIn profile provides an optional second route; connect and reference the introduction or first call. If the connection is pending, retain email as the fallback. A mobile number is not currently provided.