Situation

A sturdy assembly affirmation plan is step one towards closing the deal. If attainable, ship an invitation when you’re on the telephone with the prospect and attempt to get them to simply accept the assembly. When you can’t get affirmation on the telephone, work to have it accepted by the top of the day. If it isn’t accepted by the top of the day, electronic mail the prospect, shoot a textual content to the lead’s cell phone quantity, or give the prospect a fast name. For strategic accounts, think about sending a present or a present card.

As soon as accepted, ship a reminder electronic mail the night time earlier than
the assembly. If there’s no response, name the day of the assembly to make sure the time works. If the lead doesn’t reply, depart a voicemail and textual content message saying you’re looking ahead to your assembly. Ship an automatic electronic mail reminder 10 minutes earlier than with the Zoom hyperlink.

Set off

• A gathering is scheduled with a prospect or buyer

Motion

• Provoke a sequence to all invitees