How to follow up after a discovery call to move the sale forward
❶ Great chatting with you! Here are a few talking points from our call so you can easily reference it.
❷ We automatically track all visitor and user actions (for example: clicked on a call to action, added product to basket, logged in). This means if you decide an action is important later on, you can access all of its historic data.
・ No dev work or coding required. You can define important actions by clicking on parts of your page in the visualizer. Or you can define them by clicking on auto-tracked events in a visitors or user's profile.
・Create funnels to see how visitors are moving through your website and where they are converting. Example funnel: referral source Google -> sales page -> [defined event] clicked on the testimonials section -> [defined event] watched video -> [defined event] clicked the buy button.
❸ Based on which conversions and actions you mentioned were most valuable for you, I can create a custom walkthrough for your team to show how you can use different reports to get actionable insights. This typically turns into a brainstorm session that sparks quite a few new ideas.
You can 1-click a time that works for your team here: [link]
❶ State the purpose of your email is to highlight major talking points from the call. This gives you a reason to follow up with them and stay on top of mind.
❷ In your discovery call with prospects, ask questions to learn more about their challenges and goals related to what your product or services help with. Then in this follow up email, you can reinforce how your product or services help with those problems or challenges.
❸ Ask your prospect to take the next step, framed in terms of the value they'd be getting out of it.
How to follow up after a product demo to move the sale forward
Great going over Swell with you!
❶ Here's an overview of a few key points we covered about growing your GMW
❷ Deliver relevant and targeted promos to boost sales
Customer viewed pages related to these product categories X times?
Customer purchased these products in the past?
Swell records these actions in each customer's profile.
When sending email campaigns, you can use liquid formatting to share different products with customers based on their interests and purchases = much higher conversions.
Motivate customers who show buying signals to purchase
Based on what actions (page views, campaign interactions, etc.) your customers took before purchasing, Swell identifies these patterns as buying signals.
This lets you send highly targeted messages or promos to customers who show buying signals but haven’t purchased yet.
❸ Next steps
The next steps would be to start your marketing team on a trial so they can explore Swell.
Based the goals and workflows you already described, I can set up custom onboarding flows so everyone can discover features that would be useful for their work right away.
Can you provide me their email addresses so I can send them the invite links to your trial account?
❶ Set up the email as a summary of the major points you went over with them in the demo call. This keeps them excited and you on the top of their mind.
❷ Go over a few of the most differentiating features of your product and provide an example of how your prospect would be able to use each feature.
❸ Clearly describe the next step and make a clear ask to move the process forward.
How to follow up after meeting at an event or trade show
This type of follow up works great for earning the trust of a new prospect you connected with recently.
❶ Here's the email tracker I was talking about: Streak.
It shows you if your recipient opened your email and how many times (you can track 200 emails for free every month).
❷ Btw I saw you're breaking into the Latin American market - congrats! We've helped a few clients expand there - find attached a playbook of differences in consumer behavior and payment methods.
Let me know if you have any questions!
❶ When you meet a potential customer at a trade show, let them do most of the talking. Ask them questions to learn about their interests and goals. When they mention a topic you can provide helpful advice about, say you will share with them something about it later. This sets up an expectation you'll contact them so they're more likely to open your email. Follow up the next day and share your insight with them.
❷ Review your prospect's website, social media and online presences to see what changes their company may be making or what needs they may have related to your product or service. Based on this, offer a relevant valuable resource and show you're open to helping them to keep the conversation going.
Help! My prospect has gone cold. Here are 5 follow up emails to revive them, without being annoying.
How to follow up after leaving a voicemail
❶ I missed you earlier and left a voicemail. ❷ I saw you're raising your next round soon and wanted to share a few tips about which growth metrics to highlight to investors.
❸ I'll try again on Tuesday (November 15) but feel free to reach out before then at 415-888-8888.
❶ Simply mention that you missed them when you called and left a voicemail.
❷ Mention that you want to share a timely interesting insight with them (related to your product or service). This entices them to pick up your call next time.
❸ Specify the time and date you'll call next so they know when to expect it. Also make it easy for them to call you back earlier if they want to.
How to follow up after meeting someone to build a relationship
If your prospect has a strong personal like for something, revealed to you in conversation or on social media, you can provide them a relevant valuable suggestion to continue the conversation.
❶ I saw you mentioned loving to try new foods. Saw this group organizes food tours around New York. Here's one where they take you to a few ethnic restaurants: Original Multicultural Restaurant Tour.
Sounds like your taste buds will be pleased!
❷ How's the project coming along by the way?
❶ Review your prospects' social media profiles to discover their interests. Find something cool related to this interest and share it with your prospect.
❷ Based on details they mentioned in your previous conversation with them, ask your prospect a question about it to continue the conversation.