8 - Following Up When You Know Plenty of People but You’re Not Contacting Them Flashcards
(75 cards)
What is the first step in effective follow-up?
Capture every prospect or potential referral partner you encounter
Follow-up can include calling, sending something, or interacting online.
What are the five most common reasons for poor follow-up?
- Prioritization
- Disorganization
- Lack of Essential Tools
- Resistance
- Fear
What does prioritization in follow-up involve?
Setting aside reserved time for follow-up tasks
Why is disorganization a barrier to effective follow-up?
Without accurate records of contacts, effective follow-up is impossible
What can lack of essential tools lead to in follow-up?
Avoidance of calling prospects due to uncertainty about what to say
What is a common mindset that leads to resistance in follow-up?
Thinking, ‘I’m good at what I do. Why aren’t the clients coming to me?’
True or False: Regular follow-up makes you appear unprofessional.
False
What is essential for efficient follow-up?
A contact management system
What types of contact management systems are available?
- Desktop software (e.g., Microsoft Outlook)
- Cloud applications (e.g., Salesforce.com)
- Smartphone apps (e.g., Contapps Contacts)
What should a good contact management system allow you to do?
- Record contact details
- Document source of each contact
- Keep notes about interactions
What should you consider when selecting a contact management system?
- Your work habits
- Device usage
- Number of contacts to manage
- Team access needs
What is a 30-second commercial?
An elevator speech used for introducing yourself or leaving a voice mail
What should a 30-second commercial include?
- A 10-second introduction
- Details about services offered
- Client benefits or results
When should you use a 30-second commercial?
When leaving a voice mail or in networking situations
What is the purpose of a brochure in follow-up?
To support marketing activities, not replace them
What are typical elements of a tri-fold brochure?
- Attention-getting cover design
- Tag line or positioning statement
- Description of services
- Benefits of working with you
- Contact information
What is a marketing kit?
A collection of materials used for marketing to businesses and organizations
What is typically included in a marketing kit?
- Fact sheet about your business
- Testimonial letters
- Case study of a successful project
- Samples of work
Fill in the blank: A contact management system is essential for efficient _______.
follow-up
What should you do each time you follow up with a prospect?
Make a note of the interaction and the next follow-up date
What is the significance of customizing the contents of a marketing kit?
It allows you to tailor materials to each recipient’s needs
What should you do if you find the task of organizing contacts overwhelming?
Take it a bit at a time and consider hiring help
What are some examples of content to include in a marketing kit?
- Field articles
- Articles about you or your work
- Testimonial letters from clients
- Case studies of successful projects
- Samples of work or photographs
Marketing kits can be customized for each recipient, making them more affordable and easier to update than traditional brochures.
What should be avoided when contacting clients for the first time?
Don’t overload clients with information. Hold back some information for follow-up contacts or leave-behinds after presentations.
This approach helps maintain client interest without overwhelming them.