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Making the primary contact with a brand new gross sales lead is (comparatively) straightforward. The onerous half is persistently following up.

As a salesman, it’s your job to ship that e-mail, make a cellphone name, or attain out to your prospects in different methods. As soon as that’s finished, it’s straightforward to relax, chill out, and look forward to individuals to reply.

If that sounds such as you, I’m right here to inform you there’s an issue—you don’t have any follow-up recreation.

I get it. No one needs to really feel like they’re a ache within the ass. And also you in all probability don’t love rejection both. However any gross sales rep contacting a prospect as soon as and hoping for the very best, is following the improper method.

Gross sales follow-ups are a key aspect of an efficient gross sales course of, and it’s worthwhile to turn out to be an skilled at following up, with a purpose to shut extra offers.

Able to sharpen your follow-up expertise? Let me introduce you to the follow-up course of we’ve used to land 1000’s of recent prospects for our enterprise right here at Shut.

What Is a Gross sales Observe-Up?

A gross sales follow-up is each interplay you could have after making the primary contact with a prospect. Whether or not you’re sending follow-up emails, making cellphone calls, or sending messages on social media, following up is important to changing leads into paying prospects.

Let’s be actual—no one needs to be that annoying gross sales rep who received’t shut up. Which is why good gross sales follow-ups present worth to the prospect and provides them the chance to say no.

My Observe-Up Philosophy That’s Assured an Final result

I’ve labored in some type of gross sales virtually my total grownup life, from promoting startup concepts to buyers, promoting providers to small companies, and promoting software program to gross sales groups. Via all of this, I’ve developed a quite simple gross sales follow-up philosophy:

I hold following up till I get a response.

I don’t care what the response is so long as I get one. If somebody tells me they want one other 14 days to get again to me, I’ll put that in my calendar and ping them once more in 14 days. In the event that they inform me they’re busy, I’ll ask when to ping them once more. In the event that they inform me outright they’re not , I’ll depart them alone.

However right here is the kicker—in the event that they don’t reply in any respect, I’ll hold contacting them till they do. And belief me, they all the time do… finally 😉

I as soon as adopted up 48 occasions with an investor who confirmed curiosity in my preliminary e-mail. He lastly responded, we met, and he ended up investing.

Need to implement my gross sales follow-up method? Get the final word information and observe alongside right here:

7 Forms of Gross sales Observe-Ups to Shut Extra Offers

The medium you select on your gross sales follow-ups will rely upon what you’re searching for. For instance, would you like a right away sure or no response? Then a cellphone name will work wonders. Are you optimizing for a optimistic response? Then I’d advocate e-mail (though be ready to attend).

Listed below are the highest seven strategies to observe up along with your prospects, plus some concepts on how one can get began with them.

Gross sales E-mail Observe-Ups

The basic, the final word, the go-to technique for following up—the e-mail.

Emails are an effective way to observe up as a result of you possibly can automate them, and it doesn’t require the individual to inform you sure or no instantly. Observe-up emails are much less invasive and thus could be a higher technique to show a “possibly” right into a “sure.”

Listed below are some finest practices for following up through e-mail:

  • Hold it quick, upbeat, {and professional}
  • Use related e-mail topic traces that remind the individual of who you might be (and why they need to care)
  • Automate follow-up emails with Sequences (Try it in Close)

Head over right here to take a look at our best follow-up emails & templates.

Observe Up Calls

Telephone calls are sometimes a part of salespeople’s follow-up course of as a result of it’s an effective way to get in contact instantly with the prospect—a lot much less ready round for them to reply.

That mentioned, If you happen to name me ten occasions in two days, I’m in all probability going to show you down even when I used to be truly . As a result of I’ll suppose, “Geez, working with this individual is an excessive amount of ache, I’ll go.”

Listed below are my suggestions for following up through cellphone calls:

  • If you happen to tried to name thrice and the opposite individual didn’t choose up the cellphone, name once more and depart a voicemail (extra calls than this, and also you’ll come off as invasive and even determined)
  • Use a CRM with a built-in Predictive Dialer (like Shut) that can assist you name a lot of cellphone numbers in a brief period of time
  • Hold implausible notes of every cellphone name you could have, and all the time set clear steps for the subsequent touchpoint earlier than you cling up
  • Put together follow-up voicemail scripts so that you’re not greedy for phrases after they don’t choose up

Gross sales SMS and Texting Observe-Ups

SMS is usually an underutilized technique for staying in touch along with your prospects and prospects. However it works—in response to analysis, 90 percent of text messages are opened within three minutes.

If you happen to’re utilizing SMS follow-ups, listed here are some issues to bear in mind:

  • Hold it quick and candy to verify your textual content messages are readable
  • Ensure you adjust to the rules: to make use of SMS for gross sales, recipients should opt-in to obtain messages from you, and may all the time have a approach to simply unsubscribe
  • Ship on the proper time of day for higher response charges
SMS in Shut

In-Particular person Visits

Visiting in-person could not all the time be applicable (or possible), nevertheless it’s an excellent card to play if you’re in a do-or-die scenario or circumstances make it handy. I’ve used this follow-up method, and it’s positively one of the best ways to actually get somebody’s consideration.

That mentioned, use this technique sparingly and be sure you put together effectively prematurely to satisfy any foreseeable gross sales objections.

Social Media Observe-Ups

Communication on social media has turn out to be a serious a part of our on a regular basis lives. Particularly in case you’re in B2B gross sales, sustaining a presence on platforms like LinkedIn can assist you progress offers ahead.

Research present that 78 percent of social sellers outsell their friends who aren’t utilizing social media.

The primary recommendation I may give right here is to not overdo this—in any other case, you can come off as creepy or a borderline stalker.

LinkedIn is definitely an excellent platform for B2B gross sales follow-ups—try our tips about how one can do LinkedIn outreach proper.

Handwritten Notes

Use your judgment if you wish to use this method or not. It’s simply one other software in your equipment.

Relying upon the interactions you had and the connection you share with a prospect although, a handwritten notice can nonetheless make a very particular impression. If you happen to can pull this off whereas nonetheless being genuine (and it truly makes a distinction)—do it. If it’s awkward, compelled, or tacky, don’t.

Observe Up by Fax

“It’s 2023. We’re a startup. Fax? Are you critical?”


In the event that they didn’t reply to your emails and so they didn’t choose up the cellphone, why not ship them a fax?

As a result of no one makes use of fax anymore!

Precisely. It’s the least cluttered medium you should utilize. There are nonetheless roughly 46 million (active) fax machines, and round 17 billion faxes get despatched every year.

Once more, view it as one other software at your disposal. Ninety-nine p.c of the time, you received’t want it, however each from time to time, it would make a distinction with the precise proper kind of prospect.

Why Do Gross sales Observe-Ups? Insane Advantages Backed by Actual Knowledge

Actuality examine—following up is difficult. It takes time, effort, and doesn’t all the time result in success.

So, why trouble?

Listed below are 4 causes the gross sales follow-up is a key weapon in your arsenal:

Satisfied? Let’s make following up a part of your gross sales course of.

Create Your Gross sales Observe-Up Course of: How Usually Ought to Salespeople Observe Up?

Following up is extra artwork than science—the extra you do it, the higher you’ll get.

That mentioned, how usually you observe up with prospects will rely upon the scenario, the relationships, and any earlier interactions you’ve had with the individual.

To start out, right here’s a easy follow-up course of I’ve developed and used efficiently through the years:

  • Day 1: First contact
  • + 2 days: Observe up
  • + 7 days: Observe up
  • + 7 days: Observe up
  • + 14 days: Observe up
  • + 30 days: Observe up
  • Nonetheless no response? Going ahead, observe up as soon as a month

Right here’s how which may look in case you’re following up with a mixture of e-mail and cellphone calls:

simple follow-up process developed by Close

To set your personal follow-up course of, use these guidelines:

  • If you happen to’re doing chilly outreach and have by no means interacted with this prospect earlier than, observe up a most of six occasions. You don’t have a relationship with this individual that offers you permission to do way more than that. On the finish of this sequence, you possibly can ship a breakup e-mail.
  • If you happen to’ve already had some sort of interplay with this individual however didn’t get a transparent, particular “no,” then hold following up so long as it takes to get a response.

The crew at Shut makes use of our sales CRM to create automated gross sales workflows with cellphone, e-mail, and SMS steps. These Sequences mirror your most profitable follow-up frequency, and you may modify them over time as wanted—which makes it the most effective CRMs for small companies (for my part).

Create Your Sales Follow-Up Process With Close Sequences

Emails are despatched out robotically on the schedule that you just specify, and you will be notified when it is time to name. Better of all, you possibly can see how your gross sales leads reply to every follow-up in your Sequence.

How you can Observe Up with Gross sales Leads: 7 Methods and Greatest Practices

Let’s take your gross sales follow-up expertise to the subsequent stage. Listed below are 9 methods I’ve used over the a long time to get constant outcomes from my follow-up efforts. Do that, and also you’ll be assured to shut extra offers.

1. Present Product Worth with Your Gross sales Observe-Up E-mail

To offer actual worth, it’s worthwhile to know your preferrred buyer as intimately as you realize your finest pal. Then you should utilize your follow-ups to subtly remind them of their ache factors and the way your providing can remedy these issues.

An efficient gross sales tactic right here is to make use of shopper testimonials, opinions, or social proof in your e-mail to convey the worth.

Right here’s an instance:

Topic: How we solved [pain point] with our {resolution}

Hello [prospect],

We perceive that coping with {ache factors} could be troublesome, and that is how Shut has helped our current shoppers handle the method efficiently:

  1. [proof/testimonial]
  2. [proof/testimonial]
  3. [proof/testimonial]
  4. [proof/testimonial]
  5. [proof/testimonial]

Greatest regards,

[your name]

PS: Learn extra of our case research right here

When to make use of this follow-up method:

Offering worth may also transcend your product. As soon as you realize your prospect effectively sufficient, you should utilize your follow-ups to supply them priceless content material. It may be an article or one thing else that they’ll admire getting. However hold your goal in thoughts—giving issues away will not be promoting. It’s a jab, not a proper hook.

2. Use Personalised Movies for Higher Observe-Up

Gross sales professionals have discovered success with techniques which might be out of the field, reminiscent of an enticing video addressed on to their prospects.

In right this moment’s world, recording a customized video is simpler than you suppose and could be extremely efficient in closing offers—you possibly can see considerably greater click-through charges and response charges utilizing customized video. Plus, instruments like SendSpark show you how to create these customized movies at scale.

Hold this as pure as doable and to the purpose. Be sure that it’s extraordinarily related to your viewers, possibly even by together with supporting display screen captures of their web site or social media account.

When to make use of this follow-up method:

These customized follow-ups aren’t being utilized by as many salespeople as you’d suppose—so this can be a highly effective technique that can assist you stand out from the gang anytime you could have a deal that’s near the end line.

3. Clearly Specify Subsequent Steps

Be particular along with your potential shopper about what occurs subsequent within the course of.

For instance, you probably have had a demo with a shopper or a gross sales pitch, e-book the subsequent assembly proper there after which.

If the prospect’s firm must view proposals from different firms, attempt to stand out and stay high of thoughts by being particular and effectively organized.

If needed, get a decision-maker concerned and examine in along with your prospects a day earlier than your deliberate assembly.

Whenever you depart every interplay with a transparent plan of if you’ll communicate once more, you scale back the danger of prospects ghosting you or letting the deal fall by the cracks.

4. Hold It Temporary, However Efficient

When following up with new prospects, hold it punchy and to the purpose, and be cautious of rambling on an excessive amount of.

Usually gross sales calls could be shorter than anticipated resulting from busy schedules, so goal to be intentional, to the purpose and present worth as quickly as doable.

Here is a confirmed script for opening a gross sales follow-up name:

“Hey John, I am tremendous excited concerning the name right this moment. I wish to respect your time, and I’ve one other name in precisely fifteen minutes. I feel that’ll be loads of time for us to perform all the pieces we want, so let’s get right down to it. Let’s speak about your objections and the questions, and transfer this ahead.”

Keep persistently pleasant and good. Have an perspective of indifference in the event that they don’t reply. Impress them by staying on high of your recreation.

5. Take an Omnichannel Method

We’ve talked above concerning the totally different channels you can use for following up. However bear in mind: none of those have to be used solely.

The perfect follow-up method is one which makes use of a number of channels. So, combine it up—attempt some e-mail, throw in a bit cellphone, spice it up with some SMS.

Being really omnichannel means giving your prospects a constant expertise throughout totally different platforms. Doing this results in pleasant buyer interactions and sooner gross sales cycles.

6. Keep away from Utilizing Guilt as a Motivator

Whenever you turn out to be emotionally invested within the deal, it could harm when the prospect doesn’t reply to you. That’s when the hazard of utilizing guilt is available in. Saying one thing like: “Why haven’t you responded to me? I’ve despatched you ten emails already!” can critically harm your relationship with this individual.

Keep in mind: your prospect doesn’t owe you something. By no means, ever make them really feel or do something guilt-inducing.

7. Consider Your Gross sales Observe-Up Methods

Take time to measure your outcomes and consider them with a purpose to refine your gross sales course of. In your subsequent set of gross sales follow-ups, use this knowledge to realize your prospect’s consideration and improve your conversion charges.

Listed below are some metrics you ought to be monitoring:

  • E-mail response charges and open charges
  • Conversion charges for various follow-up channels
  • Conversion charges for various calls to motion (CTAs), or different components in your follow-ups
  • Response charges for every step in your follow-up sequence
  • Name connection charges

Use these metrics to investigate precisely what’s working and what’s not inside your gross sales follow-up course of. Are your sequences dropping steam after a sure level? Attempt to make them shorter. Are your reply charges low in your first follow-up? Attempt to reframe the message. Is a sure channel simply not changing effectively? Take away it out of your playbook.

Analyzing and adjusting your gross sales follow-up methods is an ongoing course of. What works right this moment could not work subsequent 12 months. So, hold monitoring the suitable gross sales metrics, and also you’ll know precisely the place to make changes.

Gross sales Observe-Up E-mail Templates & Scripts You Can Swipe

If you happen to’re searching for follow-up e-mail templates and scripts, we’ve obtained you lined: Listed below are some e-mail templates and name scripts you should utilize when following up with potential prospects.

Quick Observe-Up E-mail Templates for When a Prospect Goes Chilly

Retaining it quick and candy is one of the best ways to get a response. Don’t overwhelm your prospects with lengthy paragraphs of textual content: critically, nobody is studying that.

As a substitute, use a sequence of quick emails like this when your prospects go chilly:

E-mail #1: “Hey [first name], how is it going? Can we schedule a time to speak subsequent week?”

E-mail #2: “Hey [first name], we obtained some new press protection since my earlier e-mail I’d love to choose up on our dialog. When’s an excellent time to speak?”

E-mail #3: “Hey [first name], can we hop on a fast name Wednesday at 4 p.m. or Thursday at 11 a.m.?



P.S. Thought you would possibly discover this text fascinating:”

Chilly E-mail Observe Up Template

If you happen to’re reaching out chilly and making an attempt to observe up through e-mail, right here’s a template you possibly can swipe:

Topic: May you assist me out?

Hey [first name],

[Your name] from [company name] right here. I’ve been making an attempt to the touch base with individual answerable for [responsibility], however I’m having bother discovering them. Mainly, I needed to point out them how [solution] can [improve relevant metric/solve relevant pain point] on your crew.

May you level me in the suitable path right here?


This template works since you’ll both get in touch with the individual you want, or they’ll ship a referral to the suitable contact.

Telephone Name Observe-Up Script

Undecided you probably have the suitable individual? Attempting to get a follow-up response over the cellphone? Do this follow-up script:

“Hey, that is [your name] with [your company]. I’ve been looking for somebody who handles [job responsibility of the decision-maker] however I can’t appear to come up with the suitable individual. Are you aware who I must be reaching out to? What’s their cellphone quantity?”

Voicemail Observe-Up Script

What number of occasions have your chilly calls gone to voicemail not too long ago? Having one thing clear in thoughts to say if you hear the beep is essential to getting callbacks (or on the very least, leaving an excellent impression).

Use this voicemail script for follow-up calls:

Hey, that is Steli with Shut.

We not too long ago helped a distant gross sales crew improve their productiveness by 25 p.c with Shut CRM. I observed your gross sales crew is distant—what would a 25 p.c improve in productiveness do for you?

Once more, that is Steli at Shut. Name me again at [phone number] this week and let’s see what we are able to do to gentle your This fall on hearth.

Construct a Future-Proof Observe-Up Technique for Your Gross sales Staff

Whereas gross sales could adapt and alter over time, follow-ups are one piece of the puzzle that isn’t going away. AI instruments could show you how to optimize your course of, however there’s nothing like the easy human gesture of reaching out, from one individual to a different.

So, solidify your follow-up technique utilizing the steps above. Hold testing totally different strategies, analyze the information to see what works, after which arrange a transparent playbook for following up.

Whenever you do that, your crew will have the ability to shut offers sooner utilizing a confirmed follow-up technique that works on your viewers.

Need to maximize your follow-up efforts? Get your crew the CRM that helps them promote sooner whereas staying out of their manner. Strive a free trial of Shut right this moment, or watch our on-demand demo to see the way it works.


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