Paul Castain's Blog

How To Create An Effective Post Call Plan

Posted February 16, 2013

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You’ve just finished a meeting with a prospect . . .

Now What?

What do you do?

What are your next steps?

Today . . . we’re going to go there!

Here’s What You’ll Gain By Listening Today . . .

A question that everyone managing a sales team needs to ask in their next sales meeting. Yep, something you can actually talk about without reviewing “Mary’s numbers” and other outer body experience inducing activities.

6 questions you should ask IMMEDIATELY after your appointment.

Someone you might want to call right after your meeting.

3 things you need to send your prospect and more importantly; why!

How to get your prospect emotionally charged up enough to move them off of the fence of indifference.

Something you need to approach your prospect with between meetings.

Why “Homework” is essential to the courtship.

Additional Resources To Support Today’s Podcast . . .

1)   I mention how I write certain things down in my journal. For more information on how you can keep a journal, click here.

2)   I like to use “blank cards” when writing “Thank You’s”.

3)    Believe it or not, a “thank you” actually saved my rear end. Check it out here.

4)    To join our sales community on Facebook, please click here and be sure to “like” the page so you can continue to get updates and interact with us!

5)    To join our Sales Playbook group on LinkedIn, please click here.

I could really use your help . . .

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Instructions on how to write a review on iTunes:

Step 1  Click on this link

Step 2 Look to the left and there’s a button that says “view in iTunes” click it.

Step 3 Scroll down to where it says “customer reviews” Directly under that it says       “write a review”

Step 4 Write an awesome review for your Uncle Paul

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5 thoughts on “How To Create An Effective Post Call Plan

  1. I don’t know if the Thank You note is such a great ideia.  If I have a great product that my prospect will benefit from having, what am I thanking him for? I feel that if I thank him for the time, or atention, or opportunity, I’m puting myself in a position of need and submission, and that is not good.

    I can thank him if he does something for me. For instance, if the prospect says something like this “I tell you what, I’m not really the decision maker here, but I’ll promote a meeting with him”, in this case it makes sence to thank him.

    What are your thougths about this?

  2. To each their own Ricardo.

    That’s not my style but I certainly respect that we all have different ways of looking at this.
    Thank you for taking the time to comment.

  3. If a salesperson would follow these tips and send a follow up note on what was discussed -assigned homework to themselves and to their customer and started the next meeting with the wrap up- That would be huge!!!
    I would recommend listening to this podcast 4 times like I did and implement these strategies–

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