After Sending Information / Resource (Without a Prior Call)
Posted: Sat May 24, 2025 9:39 am
Post-Meeting / Demo
Purpose: Recap key takeaways, address lingering questions, reinforce value, and move towards proposal or decision.
Timing: Within 24 hours.
Strategy:
Recap & Appreciate: "Hi [Prospect Name], thanks again for taking the time to speak yesterday. I enjoyed learning more about [specific challenge/goal you discussed]."
Reinforce Key Value: "Based on our conversation, I believe [Your Solution] can significantly help you with [specific benefit 1] and [specific benefit 2]."
Address Potential Objections/Questions: "Did any questions arise after our meeting that I can clarify, particularly regarding [specific feature/aspect]?"
Propose Next Step: "Our typical next step from here is to [send a customized proposal/schedule a deep-dive with your team/discuss next steps with your manager]. What makes the most sense for you?"
3. Post-Proposal / Quote
Purpose: Discuss proposal details, address concerns, clarify value, and nudge towards decision.
Timing: Within 2-3 days of sending the proposal, or as agreed upon.
Strategy:
Confirm Receipt & Availability: "Hi [Prospect Name], I'm just following up to confirm you received the proposal I sent on [Date], and if you've had a chance to review it."
Focus on Key Sections/Value: "I wanted to quickly walk you through [key section/benefit] and ensure it aligns with your expectations, particularly around [specific challenge/goal]."
Uncover Objections: "What are your initial thoughts or any questions that came up as you reviewed it?" (Listen carefully for hesitations or objections).
Discuss Next Steps & Timeline: "What does the timeline look like on your end for making a decision, and what other information or conversations would be helpful at this stage?"
Purpose: Gauge interest in the sent material, open australia phone number list a dialogue, and propose a discovery call.
Timing: Within 24-48 hours of sending the material.
Strategy:
Reference Material: "Hi [Prospect Name], this is [Your Name] from [Your Company]. I sent you that [resource/article/video] on [topic] yesterday, as I thought it might be relevant to your work in [industry/role]."
Gauge Interest: "Did you get a chance to take a look, and did anything in particular stand out to you?"
Pivot to Discovery: "Based on the challenges highlighted in that [resource], many companies find that [Your Solution] provides a direct path to [specific benefit]. Would you be open to a quick 15-minute call sometime next week to discuss how this might apply to your unique situation?"
Purpose: Recap key takeaways, address lingering questions, reinforce value, and move towards proposal or decision.
Timing: Within 24 hours.
Strategy:
Recap & Appreciate: "Hi [Prospect Name], thanks again for taking the time to speak yesterday. I enjoyed learning more about [specific challenge/goal you discussed]."
Reinforce Key Value: "Based on our conversation, I believe [Your Solution] can significantly help you with [specific benefit 1] and [specific benefit 2]."
Address Potential Objections/Questions: "Did any questions arise after our meeting that I can clarify, particularly regarding [specific feature/aspect]?"
Propose Next Step: "Our typical next step from here is to [send a customized proposal/schedule a deep-dive with your team/discuss next steps with your manager]. What makes the most sense for you?"
3. Post-Proposal / Quote
Purpose: Discuss proposal details, address concerns, clarify value, and nudge towards decision.
Timing: Within 2-3 days of sending the proposal, or as agreed upon.
Strategy:
Confirm Receipt & Availability: "Hi [Prospect Name], I'm just following up to confirm you received the proposal I sent on [Date], and if you've had a chance to review it."
Focus on Key Sections/Value: "I wanted to quickly walk you through [key section/benefit] and ensure it aligns with your expectations, particularly around [specific challenge/goal]."
Uncover Objections: "What are your initial thoughts or any questions that came up as you reviewed it?" (Listen carefully for hesitations or objections).
Discuss Next Steps & Timeline: "What does the timeline look like on your end for making a decision, and what other information or conversations would be helpful at this stage?"
Purpose: Gauge interest in the sent material, open australia phone number list a dialogue, and propose a discovery call.
Timing: Within 24-48 hours of sending the material.
Strategy:
Reference Material: "Hi [Prospect Name], this is [Your Name] from [Your Company]. I sent you that [resource/article/video] on [topic] yesterday, as I thought it might be relevant to your work in [industry/role]."
Gauge Interest: "Did you get a chance to take a look, and did anything in particular stand out to you?"
Pivot to Discovery: "Based on the challenges highlighted in that [resource], many companies find that [Your Solution] provides a direct path to [specific benefit]. Would you be open to a quick 15-minute call sometime next week to discuss how this might apply to your unique situation?"