What is the most effective approach for follow-up messaging when clients have already agreed to take action?
When clients have agreed to take action (like signing contracts or sending payments), Matt Easton recommends maintaining clear, consistent messaging rather than changing your approach. Instead of passive follow-ups like "just checking in," provide the specific resource they need to complete their promised action. For example, say: "I wanted to make sure you had the link to upload your statements" or "the address to send the check." Keep the same straightforward message across multiple follow-ups without changing tonality or showing frustration, as this maintains professionalism while gently reminding clients of their commitment without creating resistance.
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Effective Follow-Up Strategies for Sales Success
Matt Easton·4 months ago