Follow-Up Run Sheet

Every automated step in the Revenue Acceleration Plan follow-up system, in the order it actually fires, with the real message that goes out at each one.

Before every message: the gate

runs on every step below

01 Step is due A sequence's clock reaches a step (e.g. "Day 5").

02 Recheck state Already viewed, invoiced, paid or won? Stop here.

03 Rate cap 3 emails / 2 SMS per 7 days, 1 message per 24h, per contact.

04 Allowlist gate Only a listed contact can ever get a real send. This is the block.

05 Send or log Allowlisted → real send. Anyone else → logged only.

Sequence One — plan delivered, never opened

11 real prospects in this state today

Stops early if: the plan gets opened, an invoice is generated, or the deal is won. (A reply doesn't stop it yet — that detection isn't built.)

Day 1 Email Wanted to make sure you received this

Hey [First Name], Just following up to make sure your Revenue Acceleration Plan made it to you. Here's the link again in case it got buried: [PLAN LINK] I'd love to hear your thoughts once you've had an opportunity to review it. [Salesperson Name]

Day 3 SMS Quick reminder to resend if needed

Hey [First Name], it's [Salesperson Name] with NewRev. Just checking to make sure you received the acceleration plan we discussed. Let me know if you'd like me to resend it.

Day 5 Email One opportunity worth looking at

Hey [First Name], One thing I wanted to highlight from your acceleration plan is [SPECIFIC VERIFIED OPPORTUNITY]. Based on what we discussed, I believe this deserves a closer look. Your plan outlines how we propose addressing it and what implementation would involve. Here's the link again: [PLAN LINK] I'd be interested in hearing your thoughts. [Salesperson Name]

Day 8 Phone · internal Rep task: one personal call attempt

Not a send from this system — creates a task for the salesperson to call. No script; this was always meant to be a real conversation.

Day 12 Email Want to walk through your plan together?

Hey [First Name], I know things get busy when you're running a company. If you haven't had a chance to review everything yet, I'd be happy to walk you through the recommendations and answer your questions. Would a quick conversation be helpful? [Salesperson Name]

Day 18 · final Email Should I leave this with you?

Hey [First Name], I wanted to reach out one last time regarding your acceleration plan. I don't want to keep filling your inbox if this isn't something you're focused on right now. If you'd like to revisit it, just let me know. Otherwise, I'll close out my current follow-ups. [Salesperson Name]

Sequence Four — invoice sent, not paid

clock starts the moment an invoice is generated

Stops early if: the invoice is paid, the invoice is voided, or the contact is flagged no-contact.

Immediately Internal Rep notified, invoice existence verified

Not prospect-facing — an internal alert only, so no sales message goes out the moment an invoice is generated.

2 hours Email Any questions before getting started?

Hey [First Name], I wanted to check whether there was anything else you needed from us before moving forward. If you have any questions regarding implementation, onboarding, or the investment outlined in your acceleration plan, just reply here. We're happy to help. [Salesperson Name]

24 hours SMS Brief, assistance-oriented check-in

Hey [First Name], it's [Salesperson Name] with NewRev. Just checking whether you need anything from us regarding your acceleration plan and next steps. Let me know if I can help.

48 hours Phone · internal Rep task: personal call for qualified deals

Not a send from this system — creates a task for the salesperson. No script; a real conversation, not a scripted call.

Day 4 Email Is there anything holding things up?

Hey [First Name], I wanted to check in regarding your acceleration plan. Is there anything we haven't addressed that's preventing you from moving forward? If there's a question about implementation, timing, or how the system will work for your business, I'd be happy to discuss it. [Salesperson Name]

Day 7 · final Email Checking on your implementation timeline

Hey [First Name], I wanted to check where things stand with your plans for moving forward. If you're still planning to proceed, we can coordinate the next steps. If your timeline has changed, that's completely fine too. Just let me know what you're thinking so we can plan accordingly. [Salesperson Name]