Action Plans
An Action Plan is used to
put your follow-up on autopilot. It could be a simple thank-you card or it
could consist of a series of steps that includes cards, phone calls, emails, face-to-face meetings, post cards and other value based communications.
New
Client Action Plan: The first 30 – 60 days sets the tone for your future client
relationship. Strive to connect with your new client 4 to 8 times over the
first 60 days.
New
sale / Upgrade: How would you feel if you received a card thanking you every time you
made a purchase with a follow up call checking to be sure you were happy with
the results?
Phone
Conversation:
Usually a client calls because they have a question, problem or referral. Do
you send a card thanking your client for giving you the opportunity to serve
them? Try it and watch your client referrals increase.
Product
/ service presentation: Do you have a follow-up action plan to use every time you have the
opportunity to present a new service to a client?
Face-to-face
meeting:
How would you feel if you received a thank you card from someone that you just
met with?
Referral: Always send a card
expressing your appreciation for a referral. Be sure to call your client with
the results, then send another thank you card letting your client know that you
appreciate their support.
Follow-up: We’re constantly
meeting new people. Create action plans for following up and nurturing your new
relationships.
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