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How to Effectively Follow Up After Your First Call

Written by Jon Elissalde | Sep 9, 2024 8:57:33 AM

In this competitive business landscape, effective follow-up can make all the difference between a successful connection and a missed opportunity. However, it’s not just about persistence; the key is to build a relationship with your prospect by balancing professionalism with a personal touch. The goal isn’t always to close the deal right away, but to create a meaningful connection that leads to long-term trust.

 

Step 1: First Follow-Up After Initial Contact

After making that first connection and receiving a reply, the next step is critical. If no call is booked immediately, I wait two days before sending a follow-up. The message is polite, friendly, and serves as a gentle reminder of our previous interaction. The key here is to make sure the tone remains warm and approachable, while still being professional.

Example:

Hi [Name],

I hope you’re doing well! I wanted to follow up on my previous email and see if you had a chance to review my message about scheduling a call. I’m really looking forward to discussing [specific topic or project] with you and exploring how we can work together.

Please let me know if there’s a convenient time for you, or if you have any questions in the meantime.

Looking forward to speaking with you,

[Your Name]

 

Step 2: Second Follow-Up as a Reminder

If there’s still no response, I send a second follow-up three days later. This message is shorter and serves purely as a reminder. I reiterate my interest in connecting, without being too pushy. It’s important to keep it brief and friendly—sometimes people just need a nudge.

Example:

A quick reminder to make sure my email got through! 

Open to a quick exchange?

[Your Name]

 

Step 3: Final Follow-Up with Added Value

The third and final follow-up is where I aim to add value. Instead of just asking for a call, I include something helpful or informative. Whether it’s an article, a case study, or a relevant piece of information, the focus is on providing value to the prospect. This approach shows that I’m interested in building a relationship, not just making a sale. And if they still don’t respond, I don’t keep following up to avoid landing in their spam folder.

Example:

Hi [Name],

I understand you’re busy, so I wanted to share a relevant case study that might be of interest: [Title of Case Study]. It highlights how we helped [Client/Company Name] achieve [specific result or solution] and may provide valuable insights for [specific topic or project] we discussed.

If you find it useful, I’d be happy to explore how similar strategies could benefit your situation. Let me know if you’d like to schedule a time to talk further. Otherwise, feel free to reach out with any questions!

Best regards,

[Your Name]

 

Step 4: Post-Call Follow-Up

Once the call is booked and completed, the follow-up doesn’t stop there. Right after the call, I send a quick summary of what we discussed, outlining key points and next steps. This not only helps keep the conversation fresh but also reinforces the commitment to the relationship. If I don’t hear back, I might switch to a different channel—often sending a short video message. This adds a personal touch and continues to offer value without overwhelming them with emails.

Example:

Subject: Follow-Up from Our Call

Hi [Name],

Thank you for the great discussion earlier today! I wanted to quickly recap the key points we covered:

  1. [Key Point 1]
  2. [Key Point 2]
  3. [Next Steps]

If you have any further questions or need additional information, feel free to reach out. I’ll also send over [any promised documents or follow-up materials]. Looking forward to our next steps!

Best,

[Your Name]

Alternative Channel Follow-Up (if no response)

Example:

Subject: Quick Follow-Up (Video Message)

Hi [Name],

I hope you’re doing well! I wanted to make sure you received my previous email, so I’ve put together a short video to summarize our discussion and next steps. You can watch it here: [Video Link].

Please let me know if you have any questions or if there’s a better time for us to connect.

Best regards,

[Your Name]

 

Conclusion

Balancing persistence with professionalism in follow-ups is crucial for building meaningful relationships in business. Each step should reflect a genuine interest in the prospect’s needs and demonstrate respect for their time. By crafting follow-up messages that are not only friendly and personal but also professionally tailored, you ensure that your communications stand out. The goal is not just to close a deal but to cultivate a lasting connection that fosters trust and opens doors for future opportunities. Offering value through insightful content, like a case study, rather than merely pushing for a response, enhances your approach and helps maintain a positive rapport. Ultimately, effective follow-ups are about creating a dialogue that benefits both parties and contributes to long-term success.