Sales Follow-Up Ideas/Templates

Sales Follow-Up Ideas/Templates

I’ve worked with 1000s of salespeople over time. Guess what most have in common?
A poor follow-up game.

Most give up way too early.

Most put leads into the “not interested” bucket way too soon.

Theres are tonnes of stats to back this (here’s a quick summary).

But, the TLDR?

The $$ is in the follow-up.

It’s not about being pushy

It’s not about being salesy.

It’s about adding value at each touch point.

Fail to do so & you’ll be ignored.

So, what’s the best way to follow up (without being salesy)?

Here are a few templates to get the creativity flowing.

But first, let’s get some of the ground rules out of the way

GENERAL PRINCIPLES FOR SALES FOLLOW-UPS

  • Avoid “any updates?”, “just checking in”, “are we there yet” emails - these add no value & come off as salesy
  • Add value at each touchpoint - educate/help the prospect
  • Share custom insights - avoid spray & pray approaches
  • Tie insights back to paint points/challenges during the discovery call
  • Follow up leads every 3 days till you qualify them in/out/turn into an opp
  • Follow-up deals every 7 days till you win/mark as lost

SALES FOLLOW-UP TEMPLATES

With that said, without further adieu - check out the templates below.

Intro email (after 1st call)

Hey [client name], 

Thanks for the chat - appreciate your time.

We've helped very similar businesses like [insert business name 1, name 2, name 3], achieve:

  • Result 1
  • Result 2
  • Result 3

Very confident we can achieve similar results for [prospect company name], look forward to chatting further.

If there's anything specific you'd like to focus on in our upcoming call or other insights you'd love prior, let me know.

Free to book a time here [insert meeting link] - excited to catch up.

Speak soon.

Cheers

[name]

Value add Email 1 

Subject: website tweaks?

Hey [name],

Was looking at your site, had a few ideas. 

These tips typically increase conversion rates by 3x.

5 min loom video here to explain.

Shout if any questions

Cheers,
Was

Ps, 

Want to crank your website performance? Book a time here.

Value add Email 2 

Subject: what you said the other day

Hey [name],

Thinking about our last call, you mentioned your SEO’s been tanking.

We’ve had a few similar clients go through the same lately.


But these 5 things really helped turn things around.

Thoughts here (5 min loom video)

Thoughts?
Was

Ps, 
Want to crank your website performance? Book a time here.



Value add Email 3 

Hey [name],

Came across this ebook - thought it might be handy.

It covers

  • 5 Ways to improve site load times
  • Avoiding plugin bloat
  • Top SEO tips

Based on our chat the other day, figured this might be handy.

If you need any help, give me a shout.

Cheers

Was

Value add Email 4

Subject: spying on your competition

Hey [name],

I’ve been snooping around & having a look at your competition.

They are doing some things really well - which is worth you considering.

But there are a few things they’re not doing - which could give you an edge too.

View breakdown here (5 min loom video)

Worth a chat?

Cheers
Was

Value add Email 5

Subject: 300% increase in conversions for client name (here’s how)

Hey [name]

We recently worked with a similar client, [client name], who’ve increased conversions by 300% within 6 months.

We generated 3x leads, slashed site load times, added 100+ high intent kws to page 1 of Google & doubled time on site.

Learn more here

Any questions? Reach out.
Cheers

Was

Value add Email 6

Subject: google ads leakage?

Hey [name]

Love the ads on Google - but one problem.

Your site might not be optimised to convert them.

A few tips to help you max the impact of Google ads.

View loom video here to explain

Thoughts?
Cheers

Was

Remember, winning in sales is all about the quality & frequency of follow ups.

On average, thats 11-15 follow-ups before you convert a lead.

So, be patient - don’t throw in the towel too soon.

Till then, add value consistently.

Be genuine, be helpful - the sale will come.

Got questions on the sales follow-up ideas, templates, or anything else?

Say hello and we’ll lock in a time to chat through

Cheers,

Was

PREVIOUS

The Org Structure to Scale your Agency

NEXT

HubSpot Lead Management Framework to Boost Sales Results

RELATED BlogS

You’ve got an event coming up, and your heads in a spin. How do you nail ROI from events?
Finding a good digital marketing BDM is often easier said than done.
Looking to scale your agency? This one’s a critical hire.