How Can I Follow Up With all my Contacts

A prospect called me recently and said she was overwhelmed by her need to follow up. She had attended 3 networking events that day and met 5 new contacts. In a week, she averaged 10 new contacts. She was frustrated and scared that she would drop the ball on an important prospect.

The Math is Scary

Often, a salesperson needs to follow up 12 times to close a sale. When you meet 10 contacts per week, touch them 6 times for 30 minutes per touch, you just spent 30 hours following up. With that, it is easy to understand why many salespeople suffer from Follow Up Fatigue (FUF).

Follow-up actions build up every week because it is hard to touch all prospects all the time and that is what many of us try to do. Can you imagine if you have to touch prospects 8 times on average to make a sale?

How Do I Know if I Have FUF?

Follow Up Fatigue occurs when salespeople:

  • Chase the wrong leads.
  • Write the same emails over and over again.
  • Call prospects to set up appointments but get limited responses.
  • Feel networking is a chore.
  • Interact with clients on a transactional basis only.
  • Use multiple “To Do” lists that are never completed.

Often, the fatigue spills over into one’s personal life.

Overcoming FUF

Martin First owns Martin’s Landscaping Company (MLC). Martin has 3 salespeople focused on commercial accounts. Each salesperson is responsible for 4 networking groups. One year ago, they selected a CRM and have made great strides in its implementation.

What made Martin purchase a CRM? He was tired of operating without structure and felt that the sales team was too much like “loose scrambled eggs.” The team was all over the place and used yellow sticky notes, notepads, and spreadsheets to track their sales tasks, prospects, and clients.

How Does a CRM Help?

FUF often occurs because salespeople chase the wrong prospects and produce a long list of manual, repetitive emails and tasks. So what did the MLC sales team do? With the help of their consultant, the team:

  • Ranked their prospects from A to D and began focusing on their A&B prospects.
  • Built a 6-email drip campaign that goes to A&B prospects educating them about landscaping tips and services by season.
  • Created a monthly drip campaign for clients telling them about groundskeeping by season.
  • Drafted 4 email templates that were the most repetitive emails that salespeople used. Now, they call up a template and it auto-populates the specifics for each email recipient.

What the team learned was they now had more time to spend with their clients and best prospects.

Closing the Sale

When you have more time and can visit with clients outside of service delivery, you will increase the business from those clients. You won’t have to push for the business because you provided value outside of an assignment.

When you have more time to focus on A&B prospects, your closing rate will increase because you have had time to invest in your high-potential prospects. Rate your prospects and allocate them time based on your rating, and watch as sales increase.

Perhaps, you feel the effects of Follow Up Fatigue? Select the right CRM and CRM specialist to help you implement the CRM with your team. Stuff the FUF and contact me to learn how you can overcome Follow Up Fatigue.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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