How to follow up after a discovery call to move the sale forward
Hey Sales Prospect,
❶ Great chatting! Thought I'd write out a few of the main talking points from our call so you can easily reference it.
- ❷ We automatically track all visitor and user actions (clicked on a call to action, read a text block [clicked their cursor on it]). This means if you decide an action is important later on, you can access all the historic data on it.
・ No dev work / coding required - define important actions by clicking on parts of your page in the visualizer. Or by clicking on a tracked action shown in a specific user's profile.
・Create funnels to see how visitors are moving and converting across your site. Example funnel: referral source Google -> landing page (sales page) -> [defined event] clicked on testimonials section -> [defined event] watched a video -> [defined event] Clicked on the buy button in the topbar
❸ Based on which actions and funnels you mentioned you were most interested in, I can set up a custom walkthrough for your team that focuses on how to leverage what your visitors and users are already doing to hit growth goals. This typically turns into a brainstorm session that sparks quite a new ideas.
You can 1-click a time that works for your team here: [link]
Signoff
❶ Explain the purpose of your email is to highlight the major talking points from the call so they can easily reference it again.
❷ In your discovery call with prospects, ask questions to learn more about their specific pain points and goals. Then in this follow up email, you can focus on which of your product features address those pain points.
❸ Ask your prospect to take the next step, mentioning the value they'll be getting out of it.
How to follow up after a product demo to move the sale forward
Hey Sales Prospect,
Great going over Connect with you!
❶ Here's a summary of the key points we covered about growing your GMV.
❷ Deliver highly relevant promos to boost sales
Customer viewed pages related to these product categories X times?
Customer purchased these products in the past?
These interests are auto-tagged in their profiles.
When sending email campaigns, dynamically feature different products to customers based on their interests or send different versions of these campaigns based on their interests = much more likely to buy.
Motivate customers who show buying signals to purchase
Based on what actions (page views, campaign interactions, etc.) your customers took before purchasing, Connect automatically defines 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 starting your marketing team on a trial so they can explore Connect.
Based the goals and workflows you already described, I can set up custom onboarding tooltips 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?
Signoff
❶ Frame the email as a summary of the major points highlighted in the demo.
❷ Go over the most differentiating features you reviewed in the demo, providing examples of how they would help the prospect achieve their goals.
❸ Clearly describe the next step and provide a value add if possible as further incentive for the prospect to take it.
How to follow up after meeting at an event or trade show
This type of follow up is ideal for earning the trust of a new prospect.
Hey Sales Prospect,
Great connecting!
❶ Here's the email tracker I was talking about: Streak.
It shows you if your contact 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 key cultural, payment and marketing learnings.
Let me know if you have any questions!
Signoff
❶ When you meet with 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 problem you can easily help with, say you will share with them something cool about it later. This creates an expectation so they're more likely to remember you and engage with your later email. Then follow up the day after and share what you mentioned in it.
❷ Review the propsect's website, social media and online presences to see what upcoming changes their company may be making or what needs they may have related to your product or service. Based on this, offer a valuable resource and show you're open to answering any of their questions to keep the conversation going.
How to follow up after leaving a voicemail
Hey Sales Prospect,
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 how you can present your data to really impress investors.
❸ I'll try again on Tuesday (Nov 11) but feel free to reach out before then at 415-888-8888.
Signoff
❶ Simply mention that you missed them on the phone and left a voicemail.
❷ Mention you want to share a timely interesting insight with them (related to your product or service). This makes them interested to pick up your call.
❸ Specify the time and date you'll call next so they expect it. Also make it easy for them to call you back earlier if they want.
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.
Hey Sales Prospect,
❶ You mentioned you love trying new foods. Saw this group organizing food tours around New York. Here's one where they take you to a few ethnic restaurants: Original Multicultural Bar Hopping Tour.
Sounds like your taste buds will be pleased!
❷ How's the project coming along btw?
Signoff
❶ Review your prospects' social media profiles to discover their interests. Then find that would be interesting for your prospect and share it with them.
❷ Based on details they mentioned in your previous conversation with them, ask a question that gets them talking about a need or project related to your product or service.
