Here are seven steps I recommend to design an effective (and not annoying) follow-up strategy.
Most salespeople are pretty good at selling. But as any salesperson knows, the odds of someone picking up a phone, answering your email just as soon as you hit send, or signing a contract at a networking event are virtually nonexistent.
That’s where selling becomes following-up, something that salespeople are less good at. They might try to include their pitch in a check-in message. They might follow up with the exact same message over and over (and over). Or they might just not follow up at all.
Regardless of the specific snag, there are a lot of pitfalls reps can fall prey to in the art of the follow-up.
Check-in messaging should be tailored to how a rep originally came across the person and how much they got to know about them during that encounter.
With this caveat in mind, here are seven steps I recommend to design an effective (and not annoying) follow-up strategy.
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Do Your Research
Google the person, check out their company and/or personal website, and review their social media accounts. Find out what you can about who they are and the issues their company is tackling.
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Don’t Sell
The email, voicemail, or conversation should be about them, not you, your company, or your product/service. Once they are a qualified prospect, you will have plenty of opportunities to help them get to know your company, and if they are interested — trust me — they have already been online reading about you and what others say about you.
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Add Value
Find resources that will be interesting to your prospect, and share them.
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Be Personal
Don’t send the same message to everyone. Tailor the message to each individual based on your meeting, your research, and their need.
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Be Persistent
Give them plenty of opportunities to respond. People are busy. It’s your job to stay in front of them and reach them.
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Stay Connected
Show them you are paying attention. Keep up with them and their company, and if they’re featured in the news or release a major announcement, send a note with an appropriate comment. Stay connected on social media. Like, comment, and share their posts.
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Assume the Best
Even if they don’t buy from you, if you do a good job on the above, they may refer you to someone they know, or come back when they do have a need.



