How to Follow Up to Move the Sale Forward (5 Templates)

Follow up after a sales discovery call Follow up after a sales demo Follow up after meeting at an event Follow up after meeting someone to build a relationship Follow up after leaving a voicemail

How to follow up after a discovery call to move the sale forward

Subject: Re: our call today

Explain the purpose of your email is to highlight the major talking points from the call so they can easily reference it again.

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.

Ask your prospect to take the next step, mentioning the value they'll be getting out of it.

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How to follow up after a product demo to move the sale forward

Subject: Re: today's call - summary of how to grow your GMV

Frame the email as a summary of the major points highlighted in the demo.

Go over the most differentiating features you reviewed in the demo, providing examples of how they would help the prospect achieve their goals.

Clearly describe the next step and provide a value add if possible as further incentive for the prospect to take it.

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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.
Subject: Here's the email tracker I was talking about

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.

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.

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How to follow up after leaving a voicemail

Subject: Missed you earlier

Simply mention that you missed them on the phone and left a voicemail.

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.

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.

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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.
Subject: Found this unique New York food tour

Review your prospects' social media profiles to discover their interests. Then find that would be interesting for your prospect and share it with them.

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.

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