E-LearningProfessional Skills

The Fortune is in the Follow-Up

Duration
60 min
CPD
1.0 hour
Format
E-Learning
The Fortune is in the Follow-Up

Overview

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

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
  • 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.

Webinar Learning Outcomes:

  • 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.

You will also be provided with: 

  • The PowerPoint Presentation Slide Deck
  • A Searchable Transcript
  • Any Supporting Documentation
  • Webinar Recording to view multiple times for up to 6 months
  • Q&A Session & follow up contact details

Course syllabus

3 lessons

  1. Video – The Fortune is in the Follow-UpVideo
  2. FeedbackSurvey
  3. Knowledge QuizTest

Your presenter

Dr Abbie WidinGTM Co

runs a successful boutique consultancy (GTM Co) and designs go-to-market strategies. She helps firms of all sizes find new revenue and margin opportunities among their existing customer base. She helps clients structure their service offer for their A- and B-grade customer groups, and then create a go-to-market strategy to increase conversion.

She also coaches sole practitioners, and helps them identify their highest potential clients, package their services and set their fees. She has an extensive background with senior international marketing & sales roles in blue-chip multinationals such as P&G and Kellogg, and a PhD in medical research from the University of Sydney.

She is also a director of both public and private Australian companies.