How to Follow Up on Proposals Gracefully

How to follow up on new client proposals, and encourage past clients’ possible return

You’ve heard the phrase ‘the fortune is in the follow-up’, but how do you follow-up on proposals without coming across as irritating or painful, or even worse, desperate?

There is nothing worse than having an initial client meeting, spending time writing up and sending a proposal, and then… nothing.

Do you call? Write? Send a text? How do you know if they have even read it? Chances are, you get busy with other things and let it slide, and leave money on the table

In this practical webinar, you will discover how to:

• Appear confident and professional when you ask if your prospective client wants to proceed
• Sense how much to follow up, without over-stepping the mark
• Have a strategy that teaches your clients how and when you will follow up
• Gracefully reach out to past clients and encourage them to return

There are no pushy techniques here, just respectful approaches that build trust in your capacity to serve them. 

Learning Outcomes:

Attendees will leave this webinar with:

• Useful scripts to follow-up your prospective clients
• Guidelines on the right rhythm for follow-up messages
• Tips and scripts for how to encourage past clients to return
• A simple summary of any scripts shared in the webinar

Suited to:

This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies to follow-up gracefully with their prospective and past clients. 

This On Demand includes: 

• a recording of the webinar Event which can be viewed multiple times
• a PDF of the presenter’s PowerPoint
• a verbatim Transcript
• any supporting documentation
• a CPD Certificate after successful completion of the Knowledge Quiz