How to follow up with your clients?

It’s very simple to win your competitors. You just need to follow up as soon as possible, because 90% of the sales staff will not take the initiative to follow up more than 3 times. So as long as you can follow up with customers more than 3 times, you will beat them with much more deals signed.

張智鈞
3 min readSep 27, 2021

We all saw or heard “ When you finish an interview with clients, you should follow up with them! ”

The problem is, who doesn’t know to track, who doesn’t know the follow-up?

Not only every sales person knows about that, as long as you have stayed in a workplace, suffered a loss or two, and been let go, you should know that there’s a need to follow up.

The key is, how?

Photo by Brooke Cagle on Unsplash

Alex, a teacher lecturing negotiation skills in 一談就贏, has once wrote the followings in his blog: “ It’s very simple to win your competitors. You just need to follow up as soon as possible, because 90% of the sales staff will not take the initiative to follow up more than 3 times. So as long as you can follow up with customers more than 3 times, you will beat them with much more deals signed. ”

It’s very simple to win your competitors. You just need to follow up as soon as possible

Then, I’ll share with everyone my method of follow-up.

Here are some steps of the 3-time follow-up.

The first follow-up is usually to confirm a meeting time to schedule.

If you haven’t heard back from the other party since the last message, perhaps they just missed the message or forgot to reply.

When I do the first follow-up, I’ll ask the other party for their availability again to facilitate the whole following process.

The second follow-up, gives insight or something special.

It may be that the content of the first letter is not good enough or not different from others.

Try giving your special insights or findings during the second follow-up!

Third, Change your proposal.

Evaluate whether the methods proposed in the previous two times are sufficient to save costs and improve efficiency and effectiveness for clients?

For the third follow-up, provide an updated product/service which is more suitable for them.

Photo by Estée Janssens on Unsplash

Successful appointment.

Once you successfully schedule the time for the visit or telephone interview, remember to design a list of “call to action”.

It could be the next step, the next checking time, or the to-do lists on both ends.

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張智鈞

張智鈞曾任創業社群媒體 Meet 創業小聚社群經理,主要負責社群關係拓展工作。任職企業溝通諮詢公司寶渥的營運經理兼核心講師期間,主要負責營運管理和商業開發工作。 張智鈞專注於商業開發及教育訓練兩大領域,他為知名上市公司與中小型獨資企業提供溝通顧問服務。目前經營 Podcast 節目《上班阿叔》、《擺渡人》