I’ll admit it: I totally hate following up. If you’ve ever called me about us working together you know just how true this is. I don’t send thank-you cards, I won’t send you my brochure (and that’s because I don’t even have one), and even though I schedule a follow up in my calendar for 5 business days, I usually ignore that annoying little pop-up message 10 minutes before it starts.
Please don’t ask me why I’m like this, because I have no idea. I just am, and I have to believe that there are others out there who are like me as well.
I did come up with something that works for me though. I have a “Low Hanging Fruit” spreadsheet that I’ll pull out once a month where I add the leads that haven’t yet become clients. I keep them all properly labeled in Gmail as prospects until the contract is signed, so all I have to do is open that file and copy/paste them to my Low Hanging Fruit spreadsheet. Each month, I make sure that I contact the lead at least once, stopping at 3 times. I also make sure that they get added to my newsletter list so that I can automatically follow up with them later on.
When I am ready to follow up, I will block off an hour or two and go down the list and follow up with each one either via phone or email. Batching my time like this makes me more productive since I’m using the same tools for each call, my contracts are ready to go and I’m not bouncing from one task to another.
Is this perfect? That’s a big NO, but it does work. And for someone like me who can’t stand anything too repetitive, it works out just fine. I’ve even heard from a few people that they were glad that I didn’t hound them like a desperate sales person ; )
I’m including 2 versions of this printable. 1 is the Excel spreadsheet that you can fill in on your computer, and the other is a pdf that you can post above your phone or computer and fill in when you need to. Both are awesome.
Virtual Assistant Delegation Tip: Have your VA schedule this in your shared calendar weekly, bi-monthly or monthly (whichever works best for you) and have them pull your leads and add them to the list for you. If you have an email template set up for prospect follow up, your VA can email them out for you as well.
*The editable version is not working properly; Email me at VAWork@VirtualAssistantChick.com and I’ll gladly email it to you.
As before, since I’m not asking for your email address in return for these printables, a nice “Thank You” in the comments below is appreciated!