Margie Barkley: 5 Essential Steps to Take Right After a Sales meeting

Congratulations! Congratulations! You have just completed a successful meeting with your prospect and left a lasting impression. You have engaged your prospects and presented your solution. This has laid a solid foundation for a possible deal. The work does not stop here. It’s important to keep the momentum and maximize your chances of closing a deal going after the meeting. This blog will explore five actions that you must take after a meeting in order to maintain momentum, cultivate relationships and cement your position as an advisor.

1. Send a Thank You video Email

Sending a thank you email is the first and most obvious thing to do after a meeting. Why not make it personal? It’s possible that a simple “thank you” message will go unnoticed, or even get lost in an inbox full of emails. Send a video thank-you email to stand out. You can show your prospects that you care by incorporating video. You can use this time to thank them for their time and to reiterate key points. Also, you can emphasize your commitment to help them achieve their goals. Video adds a touch of personalization and leaves a lasting impact, reinforcing a positive rapport that was established during the meeting. Remember to add personalized touches such as the client’s names and the specific details discussed in the meeting when recording your video.

Learn more about why and how you can send a video thank-you email.

2. Recap important discussions and action items with a video:

Watch Video

After a sales meeting, it is important to follow up on important topics and actions. Why not make a video instead of sending a long email with bulleted points? You’re giving your client a visual summary, which makes it easier to review, of all the topics discussed in the meeting. Provide a detailed summary of all the key discussions and actions from the meeting to ensure clarity and alignment. Create a video that summarises the main takeaways from the meeting, the next steps and any information or materials specifically requested by prospects. You can make your recap more visually appealing and engaging by using video. You can attach carousels with documents or other resources below the video for your audience’s convenience. This will help them to better understand the video, reinforce agreed upon action items and increase their commitment.

3. Follow up on the promises made in the sales meeting

Watch Video

P.S. Though this is a video for prospecting, please check out our personalized sales page with additional materials like a webinar or case study that are attached below in carousels.

It’s easy to forget promises made during a meeting. It’s important to keep a record of all the promises you made in a meeting, and follow through on them as soon as possible. If you promised to send additional information, schedule a demo of a new product, share a case-study, or arrange a follow up call with experts on the subject, you must make sure that you fulfill your commitments. You must take immediate action to deliver what you promised, whether that is. Showing reliability and proactive follow-through will not only demonstrate your professionalism, but will also build trust and confidence with your prospects.

4. Create a thoughtful follow-up email:

It’s important to send a follow-up email in addition to the video thank you and summary of important conversations and actions items. You can thank the client for their time and reiterate your commitment in this email. This is also a good time to answer any questions or concerns that the client may have raised during the meeting. An email follow-up that is well written can be a great way to keep the communication flowing and maintain momentum. Your message should be tailored to the details of the meeting and the discussions that took place. Remind them about the benefits and value propositions that are aligned with their needs. Reiterate the strengths of your solution, emphasize any key differences, and answer any questions or concerns that they may have. Include relevant resources, testimonials, and links that support your proposal. This will strengthen your position, and keep the prospect interested.

5. Deliver Value by Going Above and beyond:

If you want to leave a lasting impression on your client, go above and beyond to deliver something valuable. It can be as simple as a well-written industry article, or as complex and customized as a proposal. You can show your client you care about their business by doing something unexpected. Offer something that is more valuable than the prospect expects to stand out from the crowd and help you differentiate yourself. Consider offering additional resources such as an industry report or invitation to an industry event or webinar, a free trial or a demonstration that shows how your solution addresses the prospect’s pain points. This added value will demonstrate your expertise and deepen your prospect’s confidence. It will also show your commitment to the prospect’s success. This extra effort will influence the prospect’s decision making process and increase their likelihood of closing the deal.

Are you prepared to go that extra mile following your sales meeting?

After the sales meeting, you need to take deliberate and strategic action in order to turn a positive meeting into a meaningful momentum. Sending a personalized video thank-you email, providing detailed recaps with supporting materials and fulfilling promises made in the meeting are all ways to solidify your role as a trusted business partner. These actions are essential to building relationships, maintaining engagement and guiding prospects towards a positive purchase decision. Adopt these strategies and you will set yourself apart from your competitors and create long-lasting relationships.