Last updated on Feb 17, 2024
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Send a thank you note
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Deliver on your promises
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Ask for feedback
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Provide support and education
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Upsell and cross-sell
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Here’s what else to consider
You've just closed a deal with a new customer and you're feeling great. But don't celebrate too soon. The way you follow up with your customers after the sale can make or break your relationship and your reputation. Here are some best practices for following up with customers after closing a deal and ensuring their satisfaction and loyalty.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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- Hamza Younus Co-Founder / Managing Partner at WP Pals | Partner at TekRevol | Market Analysis Expert | Helping businesses and…
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1 Send a thank you note
The first thing you should do after closing a deal is to send a personalized thank you note to your customer. Express your gratitude for their trust and confidence in your product or service, and restate the value proposition and the benefits they can expect. A thank you note can be a simple email, a handwritten card, or even a video message. The key is to make it sincere and timely, and to include your contact information for any questions or concerns.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Expressing gratitude shows appreciation for their business and reinforces a positive relationship. Make it personal and genuine, highlighting specific aspects of the transaction or their decision-making process.
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2 Deliver on your promises
The next step is to deliver on your promises and meet your customer's expectations. Make sure you follow the agreed-upon timeline, scope, and quality of your product or service, and communicate any updates or issues along the way. If you encounter any delays or problems, be proactive and transparent, and offer solutions and alternatives. Don't let your customer feel ignored or forgotten, and don't make excuses or blame others.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Fulfill all commitments made during the sales process promptly and efficiently. Whether it's product delivery, service implementation, or ongoing support, exceeding expectations builds trust and loyalty.
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Making sure to deliver the committed services in the mutually agreed way gives extra mileage to the relationship. Exceeding expectations on the timelines, quality and the deliverables gives an edge compared to competition.
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3 Ask for feedback
Once you've delivered your product or service, it's important to ask for feedback from your customer. Feedback can help you measure your customer's satisfaction, identify areas of improvement, and generate testimonials and referrals. You can ask for feedback through various methods, such as surveys, phone calls, emails, or social media. The best time to ask for feedback is when your customer is happy and satisfied, and when they have experienced the value of your product or service.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Invite customers to share their experiences and provide feedback on their interactions with your company. This not only demonstrates your commitment to continuous improvement but also provides valuable insights for refining your sales and customer service processes.
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4 Provide support and education
Another way to follow up with your customers after closing a deal is to provide them with support and education. Support means being available and responsive to your customer's questions, concerns, or issues, and resolving them quickly and effectively. Education means providing your customer with resources, tips, or best practices to help them use your product or service better and achieve their goals. You can provide support and education through various channels, such as newsletters, blogs, webinars, videos, or online communities.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Offer resources, tutorials, or training sessions to help customers maximize the value of their purchase. Proactive support and ongoing education demonstrate your dedication to their success and foster long-term satisfaction.
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5 Upsell and cross-sell
The final step is to look for opportunities to upsell and cross-sell to your existing customers. Upselling means offering your customer a higher-end or more expensive version of your product or service, while cross-selling means offering your customer a complementary or additional product or service. Both strategies can help you increase your revenue, retention, and loyalty. However, you need to be careful not to be pushy or salesy, and to focus on your customer's needs and value. The best time to upsell or cross-sell is when your customer is satisfied, engaged, and ready for more.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Identify opportunities to introduce complementary products or services that align with their needs or enhance their existing solution. However, approach upselling and cross-selling with sensitivity, focusing on adding value rather than simply increasing sales.
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6 Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
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- Hamza Younus Co-Founder / Managing Partner at WP Pals | Partner at TekRevol | Market Analysis Expert | Helping businesses and clients automate their sales
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One thing I've found helpful is "Building long term relationships" with the client.While starting with a simple thank you note is a positive gesture, the true value lies in nurturing the relationship beyond the initial transaction. By maintaining regular contact and demonstrating genuine care and interest in the client's success, you can establish a personal connection that goes beyond the confines of a single project.While it makes upselling to those clients easier, helps in gathering valuable feedback, and drives growth. On top of that, they'd always keep you in consideration and will become your brand advocates at one point, actively promoting your business to their networks and influencing others' purchasing decisions.
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- Guna Grace Sales Leader | Rainmaker | LinkedIn Top Voice .Navigating Growth: Strategies from Start to Scale.
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Consider implementing a customer loyalty program, organizing exclusive events or webinars, or providing special offers and discounts to reward and incentivize repeat business. Additionally, stay connected through regular communication channels such as newsletters, social media updates, or personalized check-ins to maintain engagement and strengthen relationships over time.By incorporating these best practices into your post-sales follow-up strategy, you'll not only solidify the initial deal but also lay the foundation for ongoing customer satisfaction, loyalty, and advocacy.
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