A strong follow-up after your sales call can make all the difference in moving the prospect closer to a decision. Here’s a detailed checklist for your post-call actions to maintain engagement and add value.
Your 4-Step after a call checklist:
1. Send a Follow-Up with Value
- Deliver Relevant Materials: Send a proposal, case study, or free resource that directly addresses the prospect’s pain points and interests discussed in the call. This could be a detailed proposal, an eBook, or a guide relevant to their industry.
- Personalize the Message: In your follow-up email, reference specific parts of your conversation to remind them you understand their needs.
2. Set a Follow-Up Reminder in Your CRM
- Create a Follow-Up Task: Use your CRM to set a follow-up reminder based on the lead’s level of interest. This could be a prompt to check in within a week or two or to provide additional materials.
- Plan for Ongoing Engagement: Consider setting recurring follow-ups if the lead is high priority, especially if they need time to make a decision.
3. Record a Personalized Video Walkthrough
- Walk Through the Proposal or Material: Send a short video addressing key points in the proposal or follow-up document. Walk them through any critical details, especially if your solution has complex features.
- Add a Personal Touch: Videos add warmth and help build rapport, making the proposal more memorable and encouraging engagement. Keep it brief, ideally under two minutes.
4. Connect on LinkedIn
- Expand Channels for Future Contact: Send a connection request on LinkedIn with a brief message referencing your recent call. This connection opens up another line of communication.
- Explore Their Network: Once connected, look for similar profiles or companies they are connected to. This can reveal new prospects or potential referrals.
Recommendations on Tools to Use
- Videco: Perfect for creating personalized videos quickly and easily.
Other resources to help you in your journey
To help with your outreach and video marketing.