“Consistent follow-up is fundamental to building relationships and trust.”

How do you manage your follow-up?

  1. The art of relationships
    1. We are working on building deep relationships with select clients
    2. Follow-up and checking-in are important in this process – just like your friends
    3. Make it appropriate for the stage of your relationship
  2. Follow-up by stage
    1. Engagement – be persistent not a pest
    2. Connection – deliver on your promise first then ask about future work
    3. Trust – be consistent and offer to help and support them
  3. Develop systems
    1. Use a CRM and map out the process
    2. Address the who, when and how
    3. Track it

Maintaining good, consistent follow-up can set your company well above the competition. Let’s face it, we all could do better at following-up.

Take-Action Items:

  1. Look at your follow-up based on the customer relationship stage

  2. Develop a system for each stage

  3. Start building a habit to follow-up

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