Posts Tagged ‘follow-up’

The unbalanced relationship between buyer and seller – a cautionary tale

Thursday, September 17th, 2009

My colleague had set up a meeting with a prospect. I traveled to the office and we spent time preparing – chatting about the customer, next steps, do we set up a projector? etc. Then, at the time the meeting was supposed to start, the email arrived. “I’m sorry, but I won’t be able to make the meeting,” wrote the prospect.

“Did you confirm the meeting?” I asked.

My colleague shrugged. “Sure, we agreed on this time two weeks ago.”

It’s natural to blame the prospect here. He had agreed to the meeting–didn’t he know how to manage his calendar?

But this example demonstrates something important. We needed that meeting more than the prospect did. Delay won’t affect him much – his work will go on. Delay affects our timing of revenue (assuming we win), or even the likelihood that the prospect will do anything at all (remember “Time Kills Deals”?).

As much as we talk about “value exchange” and “partnering” with our customers, the truth of the matter is that during the selling cycle they are more important to us than we are to them.

And that means, even when a prospect commits to a meeting, we need to follow up – a week ahead (”here’s an agenda for our meeting”), then a couple of days before (”really looking forward to meeting; is there anything else you want to cover?”). Because if they forget, we pay the price.

Related post:
Shop Talk Podcast #1: Gordon Adams on “Time Kills Deals” (worth the listen to experience a truly primitive podcast – they have gotten a lot better sounding, don’t you think?)

Don’t forget your “after-call work”

Friday, April 17th, 2009

I’ve been spending time in call centers recently, and they have a concept called “after-call work.” Call-center reps spend their lives on the phone, but depending on their roles they have more or less work to do to close up the current transaction and become available for the next incoming call.

I spend a lot of time on the phone, too, and I have an unfortunate habit of rushing off to the next thing immediately after hanging up. As a result, my call notes might have gaps, I might not have captured an action item, and I won’t have thought through everything I need to do next with that project.

The same thing is true with email–I’ll read it and then move on before I’ve fully digested what’s in there, or written down what I need to do with it. Since I started using the “Getting Things Done” method, it’s become clearer what needs to be done with transactions like emails or phone calls–I need to determine if there’s something to follow up on, and then to file it away or document a to-do as necessary.

As a result, I’m trying to develop an after-call discipline, just like the reps I’ve worked with. The call isn’t over until I’ve reviewed my notes, filled in gaps, thought about next actions, and documented them in my to-do list.

Related post:
Giving myself the “Getting Things Done” treatment