After a great client meeting, how long do you think the impact lasts?
A few hours? Maybe a day? Two days at the most?
The lesson was brought to light with me today after a successful phone conversation that ended with a great purpose to call again. Later, I did some research and came up with exactly what was needed to make the call back to that person, and I thought to myself, ‘maybe tomorrow or the next day I’ll get back to Chris and show him what I came up with’.
An hour later I told my boss about the call and my plan to follow up, and my boss said “no, call today when it’s fresh in BOTH of your minds”!
Following up with someone within a relatively short period of time helps in 3 ways:
- It allows you to gauge the satisfaction of the customer
- Keeps the customer engaged and thinking about the meeting—and you
- Allows you to gather any information that was potentially missed
Here are some tips for following up after the initial follow up:
- One day later send them an email thanking them and recapping any important details.
- If you promised information or materials, provide it.
- Three days later contact them via the phone to schedule a follow-up appointment or call.
- Seven days later follow-up by sending at least a hand written note (powerful!) or thank you card through the mail. You know, the kind that requires a stamp. ☺
What inspired this theme was my encouragement to do my first follow up call right now, rather than a day or two later. It worked above my expectations. It will for you too!
Call me!
800‐200‐9194, ext. 206
~ John Roberts
Marketing Director
VP, TWH Agency, Inc.
John Roberts
John is the TWH Agency Marketing Director. With over three decades experience as a Life and Health Agent/Broker, John is uniquely qualified to assist brokers and agencies in promoting their business.
