LESSON 01 · KEEP CUSTOMERS AND WIN REFERRALS

Why Most Sales Are Lost in the Follow-Up

Forty friendly, practical ways to follow up so you are remembered, trusted and chosen.

Follow-up is where trust grows. Consistent, kind contact beats clever tricks.

40 tipsEasy things to say7-day plan

40 tips that really help

These ideas come from Jeb Blount, Jeffrey Gitomer, Ken Blanchard and everyday practice. The first six help most. Pick one and try it today.

Photo for the tip: Most sales are lost in silence
TIP 1

Most sales are lost in silence

Many sellers give up too early.

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Follow up with one lead today.
Photo for the tip: Follow up within 24 hours
TIP 2

Follow up within 24 hours

Speed shows interest.

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Send a follow-up within a day.
Photo for the tip: Plan five touches
TIP 3

Plan five touches

Several contacts raise your chance of a reply.

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Plan a five-step follow-up.
Photo for the tip: Give value every time
TIP 4

Give value every time

Each message should help.

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Add one useful idea to each message.
Photo for the tip: Use more than one channel
TIP 5

Use more than one channel

Phone, email and message together work better.

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Use two channels with one lead.
Photo for the tip: Avoid "just checking in"
TIP 6

Avoid "just checking in"

Give a reason instead.

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Replace it with a helpful line.
Photo for the tip: Send a helpful link
TIP 7

Send a helpful link

Share something relevant.

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Send one article.
Photo for the tip: Use short messages
TIP 8

Use short messages

Brief is respected.

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Cut one message in half.
Photo for the tip: Be clear about the next step
TIP 9

Be clear about the next step

Make it easy to act.

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Add one clear ask.
Photo for the tip: Use their language
TIP 10

Use their language

Echo what they said.

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Quote one phrase from your last chat.
Photo for the tip: Thank them for their time
TIP 11

Thank them for their time

Gratitude stands out.

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Send a thank-you note.
Photo for the tip: Handwrite a note
TIP 12

Handwrite a note

Gitomer often praised simple personal touches.

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Write one card by hand.
Photo for the tip: Set reminders
TIP 13

Set reminders

Systems beat memory.

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Set five reminders today.
Photo for the tip: Use a simple tracker
TIP 14

Use a simple tracker

Know who needs contact.

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Start a list.
Photo for the tip: Prioritise by interest
TIP 15

Prioritise by interest

Contact warmer leads first.

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Mark top leads.
Photo for the tip: Follow up on proposals
TIP 16

Follow up on proposals

Do not wait in silence.

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Call after a proposal.
Photo for the tip: Follow up after meetings
TIP 17

Follow up after meetings

Send a recap.

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Send one recap today.
Photo for the tip: Follow up after no responses
TIP 18

Follow up after no responses

Try a gentle second message.

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Send a polite second note.
Photo for the tip: Send a friendly breakup message
TIP 19

Send a friendly breakup message

A kind closing message often triggers a reply.

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Draft one gentle closing note.
Photo for the tip: Follow up after the sale
TIP 20

Follow up after the sale

Check how it is going.

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Contact a new customer.
Photo for the tip: Delight customers
TIP 21

Delight customers

Blanchard, in Raving Fans, teaches making customers feel special.

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Plan one small surprise.
Photo for the tip: Under-promise, over-deliver
TIP 22

Under-promise, over-deliver

Exceed expectations.

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Promise a little less than you can do.
Photo for the tip: Respond fast
TIP 23

Respond fast

Quick replies show care.

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Reply to messages within an hour.
Photo for the tip: Fix problems quickly
TIP 24

Fix problems quickly

Speed rebuilds trust.

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Solve one issue today.
Photo for the tip: Listen to complaints
TIP 25

Listen to complaints

Let people vent.

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Practise a calm response.
Photo for the tip: Apologise sincerely
TIP 26

Apologise sincerely

Own mistakes.

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Use a simple apology.
Photo for the tip: Follow up after a fix
TIP 27

Follow up after a fix

Make sure all is well.

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Contact a customer after a fix.
Photo for the tip: Ask for feedback
TIP 28

Ask for feedback

Customers show how to improve.

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Ask three customers a question.
Photo for the tip: Use the net promoter question
TIP 29

Use the net promoter question

Fred Reichheld’s idea: ask how likely they are to recommend you.

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Ask one customer.
Photo for the tip: Review accounts quarterly
TIP 30

Review accounts quarterly

Plan how to help more.

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Schedule a review.
Photo for the tip: Suggest next steps
TIP 31

Suggest next steps

Show how to get more value.

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Offer one idea.
Photo for the tip: Upsell with care
TIP 32

Upsell with care

Offer only what helps.

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Check fit first.
Photo for the tip: Celebrate milestones
TIP 33

Celebrate milestones

Remember anniversaries.

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Note customer dates.
Photo for the tip: Ask for referrals
TIP 34

Ask for referrals

Happy customers share.

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Ask one happy customer.
Photo for the tip: Make referrals easy
TIP 35

Make referrals easy

Give them a simple way.

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Write a short referral message.
Photo for the tip: Thank referrers
TIP 36

Thank referrers

Show gratitude.

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Send thanks within a day.
Photo for the tip: Ask for reviews
TIP 37

Ask for reviews

Reviews build trust.

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Request one review.
Photo for the tip: Stay in touch yearly
TIP 38

Stay in touch yearly

Do not vanish.

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Contact old customers.
Photo for the tip: Build relationships, not lists
TIP 39

Build relationships, not lists

People are not numbers.

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Personalise one message.
Photo for the tip: Keep following up
TIP 40

Keep following up

Consistency pays.

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Do one follow-up now.

Easy things to say

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

CHECK IN

“I was thinking about our conversation.”

VALUE

“I found something that might help you.”

GENTLE NUDGE

“Is this still a priority?”

EASY OUT

“If now is not the time, just tell me.”

THANKS

“Thank you for the chat last week.”

NEXT

“Would a short call on Thursday work?”

Your first week

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

DAY 1
Follow up with one lead
DAY 2
Send one useful link
DAY 3
Make one phone follow-up
DAY 4
Write a thank-you note
DAY 5
Set follow-up reminders
DAY 6
Review your pipeline
DAY 7
Contact one old lead

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.

Next: Follow Up Within 24 Hours →

  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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