LESSON 02 · KEEP CUSTOMERS AND WIN REFERRALS

Follow Up Within 24 Hours

Practical ways to follow up within 24 hours, while the conversation is still fresh in their mind.

Speed shows care. Fresh contact lands best.

10 tipsEasy things to say7-day plan

10 tips that really help

These ideas come from The Little Red Book of Selling (Jeffrey Gitomer), Never Eat Alone (Keith Ferrazzi), Raving Fans (Ken Blanchard and Sheldon Bowles), and everyday practice. The first six help the most. Pick one and try it today.

Photo for the tip: Speed shows care
TIP 1

Speed shows care

Contacting someone within a day, while the conversation is fresh, tells them they matter and keeps your offer in mind.

TRY THIS
Plan to reply fast.
Photo for the tip: Block time right after meetings
TIP 2

Block time right after meetings

Reserving fifteen minutes straight afterwards protects the habit when the day gets busy.

TRY THIS
Calendar it.
Photo for the tip: Write your notes immediately
TIP 3

Write your notes immediately

Details fade quickly, so capture names, promises and feelings while they are fresh.

TRY THIS
Use a simple template.
Photo for the tip: Send a short recap
TIP 4

Send a short recap

Three lines covering what you discussed and what happens next keep both sides aligned.

TRY THIS
Draft a template.
Photo for the tip: Include what you promised
TIP 5

Include what you promised

Attaching the guide or link you mentioned proves you keep your word.

TRY THIS
Send it with the recap.
Photo for the tip: Confirm the next step with a date
TIP 6

Confirm the next step with a date

Ending with a clear action prevents the conversation from fading.

TRY THIS
Propose a time.
Photo for the tip: Personalise the opening
TIP 7

Personalise the opening

A warm detail from the meeting shows you listened.

TRY THIS
Recall one.
Photo for the tip: Use their preferred channel
TIP 8

Use their preferred channel

Reaching people the way they like makes replying easy.

TRY THIS
Ask them.
Photo for the tip: Track your send times
TIP 9

Track your send times

Recording how fast you follow up keeps you accountable.

TRY THIS
Log it.
Photo for the tip: Review your speed monthly
TIP 10

Review your speed monthly

Notice slips and adjust your routine.

TRY THIS
Note one improvement.

Easy things to say

When you are stuck, pick one of these. They work in many sales conversations.

QUICK

“It was lovely to meet you today.”

RECAP

“Here is what we agreed.”

NEXT

“I will call on Thursday.”

VALUE

“I attached the guide I mentioned.”

CHECK

“Does that match your notes?”

THANKS

“Thank you.”

Your first week

One small action a day. Each day is only a little bigger than the last.

DAY 1
Block time after each meeting
DAY 2
Write notes straight away
DAY 3
Send a short recap
DAY 4
Include the promised item
DAY 5
Confirm the next step
DAY 6
Track send times
DAY 7
Review

Further reading

  • The Little Red Book of Selling (Jeffrey Gitomer)
  • Never Eat Alone (Keith Ferrazzi)
  • Raving Fans (Ken Blanchard and Sheldon Bowles)

The tips above are written in our own words and are general guidance. The books are suggestions for further reading.

More lessons in “Keep Customers and Win Referrals”

Keep going. Small steps every day make a big change.

← Previous: Why Most Sales Are Lost in the Follow-UpNext: The Five-Touch Follow-Up Plan →

  1. Why Most Sales Are Lost in the Follow-Up
  2. Follow Up Within 24 Hours
  3. The Five-Touch Follow-Up Plan
  4. Give Value in Every Message
  5. Use Phone, Email and Messages Together
  6. Say "I Am Checking In" Better
  7. Follow Up With a Helpful Link or Idea
  8. Under-Promise, Over-Deliver
  9. Respond Faster Than Expected
  10. Surprise Them With a Small Gift
  11. Remember Birthdays and Milestones
  12. Handwritten Notes Still Win
  13. Make Onboarding Easy
  14. Fix Problems Before They Notice
  15. Listen First, Fix Second
  16. Say Sorry Without Excuses
  17. Offer a Solution, Not a Speech
  18. Follow Up After the Fix
  19. Learn From Every Complaint
  20. Turn a Bad Review Into a Good Story
  21. Know When to Escalate
  22. Review Accounts Every Quarter
  23. Ask "What Else Could Help?"
  24. The Gentle Upsell
  25. Cross-Sell With Care
  26. Find the Next Department or Branch
  27. Renewals Without Panic
  28. Celebrate Customer Anniversaries
  29. Ask at the Moment of Joy
  30. A Simple Referral Script
  31. Give Customers an Easy Way to Share
  32. Thank Referrers Beautifully
  33. Referral Partnerships
  34. Collect Reviews the Right Way
  35. Build a Personal Brand
  36. Keep Learning Every Year
  37. Protect Your Reputation
  38. Balance Work and Life
  39. Teach Others What You Know
  40. Your Ten-Year Selling Plan
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