You might be asking yourself, “How do you keep up with a follow-up system?” You already have so much work to tend to. Today, I’ll share my follow-up planning process with you.
A good follow-up system doesn’t require much of your time.Technology plays a huge part in a great follow-up system. For instance, use a CRM or an automated email system. Use more than just sticky notes and a calendar!
I create an eighteen-month follow-up outline. This includes phone calls, mail, text messages, email, face-to-face interactions, and anything else you can think of. However, these messages are automated and pre-planned. I determine when to send these messages out, but after, don’t worry about each individual message. I curate these messages before they’re sent out.
Out of all the business you conduct, about 15% of your business closes the first time you spoke. You caught a client in a perfect moment and grabbed their attention! However, an effective follow-up system accounts for that other 75% of your business three weeks to eighteen months after you first meet a client.
Now, it’s your turn! Create an eighteen-month outline. List the first thirty days individually. During the first thirty days, be aggressive. Reach out. If a client wants to make a decision, they will within a month. After the first thirty days, list longer periods of time, such as fifteen, twenty, and even sixty days at a time. Be thoughtful, considerate, and creative with your approach.
If you’re interested in learning more about this system, please contact me. Let’s have a discussion about a plan that works for your business.