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Mastering Follow-Up: Key Strategies for Sales Success

Written by Jeff Borovitz | Jun 9, 2025 2:47:15 PM

Setting Clear Future Steps: The Foundation of Effective Follow-Up

One of the pivotal aspects of mastering follow-up in sales is establishing clear future steps with your clients. By setting defined next steps, you not only provide your clients with a roadmap but also ensure that both parties are aligned on what comes next. This helps avoid any confusion and keeps the momentum of the sales process moving forward.

A clear future step can be as simple as scheduling the next meeting or agreeing on a timeline for a decision. For example, after a meeting, instead of leaving it open-ended, you might say, "Let's schedule a follow-up call for next Tuesday to discuss your thoughts and any questions you might have." This not only conveys professionalism but also shows your commitment and reliability, which builds trust with your client.

Strategies to Avoid Chase Mode and Maintain Momentum

Falling into chase mode can be detrimental to your sales process. When you don't have clear future steps in place, you end up chasing your clients for responses, which can be frustrating and time-consuming. To avoid this, always ensure that you leave a meeting or a call with a specific next step agreed upon by both parties.

One effective strategy is to post-sell the next steps. This means confirming with your client what the next steps are and what will happen if those steps are not followed. For instance, you can say, "If I don't hear back from you by Wednesday, is it okay if I give you a call on Thursday?" This method not only keeps you in control of the follow-up process but also demonstrates respect for the client's time.

The Power of Post-Selling: Ensuring Client Commitment

Post-selling is an often-overlooked but highly effective technique in the follow-up process. It involves reiterating the agreed-upon next steps and ensuring that your client is committed to them. This technique helps solidify the relationship and keeps the sales process transparent.

For example, after a meeting, you might say, "We've agreed that you'll review the proposal over the weekend, and we'll reconnect on Monday to discuss any questions. Does that still work for you?" This not only clarifies the next steps but also gives the client an opportunity to voice any concerns or changes in their schedule, making the follow-up process smoother and more efficient.

Handling Hard-to-Reach Clients: Practical Tips and Techniques

Inevitably, you will encounter clients who are hard to reach. These situations require a strategic approach to ensure that you can maintain momentum without appearing overly persistent or desperate. One practical tip is to diversify your communication channels. If a client is not responding to emails, try giving them a call or sending a text message. Different clients have different communication preferences, and finding the right one can make all the difference.

Another effective technique is to send concise and direct messages. Instead of a lengthy email, a short and to-the-point message like, "Hi [Client's Name], I hope you had a chance to review the proposal. Can we schedule a quick call to discuss your thoughts?" can elicit a quicker response. Additionally, always ensure that your messages provide value and context, reminding the client why the follow-up is important.

In conclusion, mastering follow-up in sales is crucial for maintaining momentum and ensuring client commitment. By setting clear future steps, avoiding chase mode, leveraging post-selling techniques, and handling hard-to-reach clients effectively, you can significantly enhance your sales success.