I have been blessed, in my virtual accounting business, to receive referrals from current clients and lots of CPAs. I also have a plan in Picture2place for potential client follow-ups. If you’re just starting out, or even if you’ve been in business for a while, you need to have an effective strategy for following up with potential clients. Do you have one?

Here are some systems I have put into practice during my years as a business owner. They have helped my business not only survive, but thrive!

  • Schedule time weekly to follow up with individuals you’ve met at a networking event or who expressed an interesting in speaking with you. Strike while the iron is hot. This is especially important if a potential client was referred to you. Honor the relationship with the referral source and follow up quickly.
  • Send thank you notes. Whether you send a note in the mail or send an email of thanks for someone having taken the time to meet with you, it is a gesture that will be appreciated.
  • Set realistic goals for both the number of clients you can take on and for your follow up procedures. If you make it a policy to follow up with at least X number of leads a week, you will always have potential clients in the funnel for those times when you need to bring on new ones.

Do you have a plan of attack for following up with prospects? Do you follow-up in a timely manner? Track your results and outcomes. You may be surprised!

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