The LinkedIn Follow-Up Checklist
Most opportunities aren't lost in the first conversation. They're lost in the follow-up. What to do after a connection, a reply and a first call, so good conversations turn into real next steps.
Why it matters
The short version.
Getting a reply on LinkedIn is the hard part. Yet most of the conversations that start there quietly stall: the reply comes a day too late, the call ends without a date for the next one, or the recap never gets sent.
None of that is a skill problem. It's a habit problem. This checklist turns the follow-up into a routine you can run the same way every time, whether you have three conversations going or thirty.
Who it's for
- Founders who sell on LinkedIn themselves
- Sales leaders who want a shared follow-up standard for the team
- Anyone whose pipeline has “good conversations” that never went anywhere
What you get
A one-page PDF checklist: 5 sections, 14 steps.
revenvy
Free Checklist
The LinkedIn Follow-Up Checklist
Inside the download
A look inside the checklist.
01 · After they accept or reply
Reply within 24 hours.
Speed signals interest. Reference something specific they said or posted, not your offer.
Ask one easy question.
Something about their world they can answer in a line. Make replying effortless.
Offer something useful.
A resource, an introduction or a short idea, with no strings attached.
Sections 02–05 are locked
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02 · Before the first call
Prepare a one-page brief.
LockedWrite down what you want to learn.
LockedConfirm the day before.
Locked
03 · On the call
Confirm the problem in their words.
LockedAsk who else is involved.
LockedAgree the next step before you hang up.
Locked
04 · After the call
Send a recap the same day.
LockedSend the calendar invite yourself.
LockedSet a follow-up reminder.
Locked
05 · Keep a simple record
Log four things.
LockedReview open conversations weekly.
Locked
Unlock all 14 steps in the free checklist.
Unlock the checklist free →How to use it
Three steps to put it to work.
Step 1
Step 2
Step 3
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