LESSON 06 · KEEP CUSTOMERS AND WIN REFERRALS

Say "I Am Checking In" Better

Practical ways to say “I am checking in” better, replacing a vague line with something warm and useful.

Checking in says nothing. Say what you actually offer.

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: Checking in says nothing
TIP 1

Checking in says nothing

It gives no reason to reply and often looks like you have nothing to offer.

TRY THIS
Replace it.
Photo for the tip: List your weak openings
TIP 2

List your weak openings

Review past messages to see how often you use empty phrases.

TRY THIS
Write them.
Photo for the tip: Add a real reason
TIP 3

Add a real reason

Start with something helpful, such as sharing a link or a question.

TRY THIS
Rewrite one.
Photo for the tip: Ask a specific question
TIP 4

Ask a specific question

How did the meeting with your team go? is easy to answer.

TRY THIS
Draft one.
Photo for the tip: Mention something personal
TIP 5

Mention something personal

A detail from your earlier talk shows you listened.

TRY THIS
Recall it.
Photo for the tip: Offer help
TIP 6

Offer help

Say what you can do for them.

TRY THIS
Add it.
Photo for the tip: End with a clear next step
TIP 7

End with a clear next step

Make it easy to say yes.

TRY THIS
Add a time.
Photo for the tip: "Just checking in" is empty
TIP 8

"Just checking in" is empty

It gives no reason to reply.

TRY THIS
Replace it.
Photo for the tip: Keep it short
TIP 9

Keep it short

Two or three lines.

TRY THIS
Trim.
Photo for the tip: Add a reason
TIP 10

Add a reason

Something helpful.

TRY THIS
Rewrite.

Easy things to say

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

BETTER

“I thought of you when I saw this.”

VALUE

“Here is an idea for your project.”

QUESTION

“How did the meeting go?”

OFFER

“Can I help with the next step?”

WARM

“Hope your week is going well.”

THANKS

“Thank you.”

Your first week

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

DAY 1
List weak openings
DAY 2
Rewrite each one
DAY 3
Add a reason to write
DAY 4
Ask a specific question
DAY 5
Offer help
DAY 6
Edit emails
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.

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These lessons share general learning and everyday ideas. They are not medical or mental health advice. If you feel very anxious, low or unwell, please talk to a doctor or a qualified professional.

More lessons in “Keep Customers and Win Referrals”

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

← Previous: Use Phone, Email and Messages TogetherNext: Follow Up With a Helpful Link or Idea →

  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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