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GRACE TEAM ACCOUNTING

The art of the follow up


Do you find yourself waiting on responses to emails you’re desperately waiting for an answer back on? From quotes sent to potential clients to a complaint you’ve made. In business we rely heavily on effective and efficient communications so here are a few top tips to ensure you follow up systematically:


Tip #1: One way to keep control is to transfer a copy from your sent file into a follow-up folder on your desktop which you review based on priority each week or month as necessary.

Tip #2: When you send emails from website forms, you don’t usually get to see the email address (for security reasons), so copy your email before sending off the form, noting the business or person it’s going to, and the date. Paste it into a text document for follow-up if necessary.

Tip #3: Two of the most important activities to follow up are outstanding debts and quotes you have issued. If you haven’t heard back from an important email it could be your email may have been caught in their spam folder so don’t wait to call to follow up.

Tip #4: If you’ve had a complaint, and it has been put right, build a follow-up process into your system. Nothing impresses a customer more than the firm which calls to check everything is right.

Tip #5: Persistence will win you more customers in the long run. Make sure you get your system right so you can renew contacts when you should.

Tip #6: Remember, when someone doesn’t want to buy from you they don’t really mean a permanent no. Your translation should be: “I’m not ready to buy from you at the moment but this doesn’t mean never.” Make a note to contact them again in a few months time.

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