CAN Flag USA Flag
TOLL-FREE:
1-866-423-8525
Features Button Cloud Portal Button Pricing Button Downloads Button Buy Button Support Button About Button Blog Button
Blog
The blog focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information in this blog.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. OPERATIONAL EFFICIENCY
5. STAFFING ALTERNATIVES
6. NETWORKING
Arrow
Arrow
Arrow
Arrow
Arrow
6.4. Networking - Don't Forget
To Follow-Up
So you’ve attended a networking event, and have come back with a stack
of business cards but ­­now what? Now is the time for action!
If you accumulate business cards and have no urgency, you will find yourself in a cold call situation where the prospect will not remember you or your conversation. That defeats the whole purpose of obtaining that business card in the first place!
Let’s start at the beginning. You receive information about a new prospect. This information
is obtained either from a referral source (see the Channel Partners article for more on this),
or directly from the prospect him/herself. In either case, be sure to gather as much
information about the prospect as possible, but at the very least, make sure you have a
way to reach out to that person again­­either by phone or email.
If you received a business card from the prospect, following the conversation, make notes
on the card itself regarding what you discussed. If you didn’t obtain a business card, try to
jot down notes as soon after the conversation as possible so nothing is forgotten.
Try to discover how you can help the prospect in your initial conversation. Doing so will give
you a legitimate reason to follow up with them and immediately establishes the usefulness
of your new relationship.
After that first follow up, don’t get lazy and forget to nurture the relationship. An excellent way
to stay on top of your follow ups is to utilize a Customer Relationship Management (CRM)
Software (i.e. InfusionSoft). CRM Software will be discussed further in another article.
Site Map
CLIENT TRACK
Features
Client Track Portal
Pricing
Buy Now
Blog
Workshop Webinar
DOWNLOADS
30-Day Free Trial
Upgrades
Documents
SUPPORT
Importing Clients
Getting Started
FAQs
Book a Free Demo
Support Centre
ABOUT
Company
News & Events
Cancellation Policy
Referral Program
Privacy Policy
Contact Us
Subscribe
If you are interested in receiving
Client Track emails to your inbox,
click the button below to fill out a
form to be part of our mailing list.
Subscribe Button
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.
Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca