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Sales Follow-up Email: Share This Example With Your Team

By Matt Bertuzzi, The Bridge Group

Recently I ran across a discussion on LinkedIn "What advice would you give this sales manager about customer contact?" (note: the discussion is behind a LinkedIn group gate). In it, an email is shared that a Manager sent to their team. It reads:

Subject: Call your customers 
Team, 

This is a great time to call back your customers. Many of you have not called all your customers for a while. 

Just call and check with them how they are doing. It goes a long way in helping you get additional business.

One of the commenters offered the following advice:

If the issue is customer contact ... no you shouldn't just "check in" and see how they are doing.

Have a purpose and an objective. Have a prepared opening statement that will pique their client to want to continue the conversation.
 

This advice reminded me of a truly excellent whitepaper follow-up email I received a few weeks back. The email so impressed me that I immediately shared it with my team as an example of what to do.

Since Trish recently shared The Worst Sales Email EVER, I wanted to put up this email as its direct antithesis.
 


What I liked

  • A Reference and link to the specific item that interested me
    Far too often, Inside Sales Reps will make passing mention of "the whitepaper you downloaded". By being specific, it shows that the Rep is tuned in to the topic that originally got my attention and make the email instantly relevant to me.

  • A conclusion based on the report
    Better than a reference to the item I downloaded, Reps can share their impression, or a notable conclusion, from it. Why not requiring profound analysis, these comments will set Reps apart in that they aren't simply "following up," but have some insight into why I would have downloaded the report in the first place.

  • It offered addtional value
    I particularly like that (at right) another related and relevant piece of content is offered to me. This isn't simply the next webinar or latest download piece, but a complimentary report to what I already responded to.

  • It sells the conversation
    I've shared my thoughts on that topic before. I appreciate the way that the Rep gives me the option to raise my hand and say "You know what? You seem like you might get what is is I do here. Let's talk."

So what's the takeaway?

I ran across this article from Ardath Albee Staying Top of Mind is Not the Goal for Email Marketing. To re-work her conclusion (bold being my words):

In essence, checking in must become selling the conversation. Checking in is tactical. Selling the conversation is strategic. It's a different mindset. The process of selling the conversation helps companies focus on prospects, instead of on themselves. And that's what matters to your buyers.

I am very interested in your thoughts. Please feel free to share.

 
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