You’ve heard me say this before… The fortune is in the follow-up.

Imagine this scenario: you are talking to someone who you believe would be a great addition to your team. She sounds like the perfect match and seems really interested in learning more. So you’re super excited to talk about your company and tell her all about the great team you have created. But before you know it, the time has passed much more quickly than you realized and when you remember to reach out to this person again….you get radio silence.

Don’t let this happen!

Follow-up is essential to team building and keeping track of your customers, but requires some organization. Keep a log or list of who you have talked to and what you spoke about. Make sure to mark when you spoke so you know when to check in again. 

My personal tracking sheet

I use a custom follow-up worksheet. I can track about 30 people, including when I made contact, what we talked about, when I’m going to follow up again, and more.

This is critical because our business often requires a lot of touch points with a lot of people. And that can leave us trying desperately to remember which conversation went with whom. There’s nothing worse than the embarrassment of following up with the wrong person because you couldn’t remember who wanted to place an order and who needed to wait a month. By tracking it all, we’ll be able to make more genuine relationships, follow up without looking like we can’t remember the last conversation, and ensure that we help the people we’re connecting with know they matter to us.

If you don’t follow up, your potential customers will go somewhere else. And here’s the rookie mistake newbies make: they blame it on the customer instead of realizing that they lost the sale because they didn’t follow up.

Consider this tracking sheet my gift to you. I know that if you use it and commit to making follow-up a priority, you won’t regret it! I am here to help your business grow!