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Sage Etiquette for Opt-Ins and Follow-Ups

What it means to "opt-in" with a Vendor, and how to manage your opt-ins

Winnie Penkethman avatar
Written by Winnie Penkethman
Updated over 2 months ago

If you’re interested in a Vendor’s product after a Sagetap call, you can choose to opt in by answering “Yes” to both post-call opt-in questions. This indicates your genuine interest and allows your identity to be revealed so the conversation can continue outside the platform.

Opting in signals your openness to further engagement and gives the Vendor permission to follow up with you directly. For more details on post-call decisions, see Understanding Post-Call Opt-In Decisions on Sagetap.

How Does It Work?

After completing a Sagetap call, you can choose to opt-in by either:

  • Providing availability for a followup meeting with the Vendor
    ​or

  • Sharing your work email address to continue the discussion

If you select the 'Let's chat via email' option, you will need to provide a deadline by which the Vendor can expect to hear from you.

Note: If you opt-in, your name, email address, and place of employment are automatically revealed to the Vendor.

Managing Your Opt-Ins

To make the most out of your opt-ins, consider the following best practices:

  • Respond Promptly: Aim to reply as soon as possible to schedule next steps while the session is still fresh in your mind.
    ​

  • Review Session Details: Go over your feedback and any outstanding questions from the Sagetap session to ensure your communication is clear and effective.
    ​

  • Respect Your Timeline: Be mindful of the timeline you set for follow-up and be proactive in preparing for the next steps in the meantime.

Closing the Loop: Opt-in Follow-ups

When you opt-in after a session, you are expected to close the loop with the Vendor within the timeline you have provided.

As the deadline approaches, we will check in with the vendor to see if you have followed up with their team.

Note: Your responsiveness will be noted, and this information will be reflected on your profile under "Opt-in Responsiveness." Should you not follow up with a vendor after opting in, your reputation will be negatively impacted.

If you have any questions about managing your opt-ins, please reach out to [email protected].

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