Follow Up Plan
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You meet a potential client at at networking event and they express interest in your products or services. You exchange cards.
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Within 24 - 48 hours you send an email requesting a time to chat.
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Schedule meeting to discuss how your products/services will solve their immediate problem.
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Are they interested in moving forward?
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YES
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Prepare proposal within 48 hours detailing benefits, expected results, timeline, deliverables, and costs.
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YES
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NO
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Does potential client respond?
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NO
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Wait 3-5 business days if still no response call potential client.
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Have you overcome objections, disrupted complacency, and communicated benefits?
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Is client ready to move forward?
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YES
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NO
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YES
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If client is still a no ask if you can add them to your email list. This way they receive regular follow up from you in the event they or someone they know need your services at a later date.
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Work your sales process and conversation.
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Close the deal.
Congratulations!
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Follow Up Plan
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