Last updated on Jun 18, 2024

Here's how you can effectively follow up with clients after a sales meeting in Outside Sales.

In outside sales, the follow-up is just as crucial as the initial meeting. It's an opportunity to reinforce your message, address any concerns, and move the deal forward. Effective follow-ups can set you apart from the competition and show your clients that you value their business. By mastering the art of the follow-up, you can increase your chances of closing the deal and building long-term relationships with your clients.

1 Timing Matters

Timing is everything when it comes to following up with clients. You want to strike the right balance between being proactive and not appearing too pushy. Aim to send a follow-up email within 24 hours of your sales meeting. This quick response shows that you're attentive and organized. It also ensures that the meeting is still fresh in the client's mind, making it easier for them to recall details and continue the conversation.

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Mark Williams

Business Development Specialist at Datics AI Global
Maintain regular communication with the client beyond the initial follow-up to nurture the relationship. This could involve scheduling follow-up meetings, sending relevant updates or articles, or simply checking in periodically to see how they're doing.
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Ambroise YAO

🚀 Votre Partenaire Innovant en Transformation Digitale | Leader en Conformité des Données | Dynamisez votre Croissance avec des Formations et Audits Efficaces
Optimisez votre suivi client post-réunion : 1. Personnalisez : Mentionnez des points clés de la réunion pour montrer votre écoute. 2. Soyez réactif : Envoyez un e-mail de suivi dans les 24 heures avec un résumé et proposez un rendez-vous. 3. Apportez de la valeur : Partagez des ressources pertinentes pour démontrer votre expertise et intérêt. Un suivi efficace renforce la confiance et pave la voie à des partenariats durables.

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Jessica Correnti, CFP®

Director, National Accounts at Peachtree | MS Biz Analytics Aggie | CFP(R)
If you're meeting on a Thursday, especially in the summer, it might make sense to send your email follow up on the following Monday so it is top-of-mind when they return from the weekend. Otherwise, always send the thank you and follow up within 24 hours of meeting. Don't be all work and no play in your follow up either, reference something non-business related you discussed. I'd typically have this be within the first 2 sentences, or at the very end.
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JUAN PABLO DELGADO, MBA

Strategic Business Development | Business Analytics & AI | Marketing | Leadership & Communications | Sales Growth | B2B & B2C
It is essential to send a concise follow-up email later in the day, summarizing the key points of the meeting in bullet points and including a clear call to action, in order to maintain the momentum of the conversation. Then, you can contact again following the 3-5-7 rule. Reach out the third day, call him/her the fifth day and so on.
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Royce Hilsinger

Sales Manager at SmartPass | Aspiring to Inspire Those Around Me
Not only send the follow up in 24 hours but include clear next steps and dates you agreed to in the call. Don’t be afraid to give the potential customer some home work!!
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2 Personal Touch

Personalization is key in making your follow-up stand out. Reference specific points from your meeting to show that you were listening and that you value the client's input. Tailor your message to address their unique needs and concerns. This approach demonstrates that you're not just sending a generic follow-up, but that you're invested in providing solutions that are specifically beneficial to them.

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3 Action Items

Clearly outline the next steps in your follow-up communication. Whether it's scheduling another meeting, providing additional information, or setting deadlines for decision-making, make sure your client knows what's expected of them. This clarity helps maintain momentum and keeps both parties accountable for progressing the sales process.

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Royce Hilsinger

Sales Manager at SmartPass | Aspiring to Inspire Those Around Me
Referring to the next steps in the first two sentences is a must IMO and ending the next steps with. Please let me know if there is anything I missed or if we ever need to change the dates on this plan.
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4 Feedback Loop

Encourage feedback in your follow-up. Asking for the client's thoughts on the meeting or the proposed solutions can provide valuable insights into their decision-making process. It also opens the door for further dialogue and shows that you're committed to meeting their needs. This two-way communication is essential for building trust and rapport.

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5 Continuous Engagement

Don't let the conversation end with your follow-up. Continue to engage with your client through periodic check-ins, industry updates, or relevant content sharing. This ongoing engagement keeps you top-of-mind and demonstrates your commitment to their success beyond just making a sale. It also helps you stay informed about any changes in their situation that could present new sales opportunities.

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Royce Hilsinger

Sales Manager at SmartPass | Aspiring to Inspire Those Around Me
Once the deal is created consider a monthly sequence for all deals that share resources to show you A. Care about the market they are in. B. Can provide value outside of what you sell and C. You give a shit
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6 Follow-Up Tools

Utilize tools to streamline your follow-up process. Customer relationship management (CRM) software can help you keep track of your communications and manage your sales pipeline effectively. Setting reminders for follow-ups or using email templates can save time while ensuring consistency in your communication. However, always remember to personalize these templates before sending them out to maintain a genuine connection with your clients.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Here's how you can effectively follow up with clients after a sales meeting in Outside Sales.

1

2

3

4

5

6

7

1 Timing Matters

2 Personal Touch

3 Action Items

4 Feedback Loop

5 Continuous Engagement

6 Follow-Up Tools

7 Here’s what else to consider

Outside Sales

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Here's how you can effectively follow up with clients after a sales meeting in Outside Sales.

1

2

3

4

5

6

7

1 Timing Matters

2 Personal Touch

3 Action Items

4 Feedback Loop

5 Continuous Engagement

6 Follow-Up Tools

7 Here’s what else to consider

Outside Sales

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