#34: How to follow up with prospects

Season #1

Episode 34: How to follow up with prospects

Today, join Josh and Garrett as they discuss how to follow up with those people who didn’t book during a prospect call.

Key takeaways:

  1. Read every communication you send in the angriest possible voice so you can make sure it’s positive (and not passive-aggressive!).
  2. Be careful about using the cliches - “Just sending you an email…” “Wanted to circle back around…”
  3. Write your own emails to show some of your personality and avoid cliches. Look for ways to personalize emails to the client as well (“I hope your kid’s soccer tournament went well!”)
  4. Have a standardized follow-up process so you follow up with everyone.

Resources mentioned in this episode:

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: