Follow-Up and Negotiation

1. Overview

  • Purpose:

    • Address any questions or concerns and negotiate terms to reach an agreement.

  • Objectives:

    • Maintain client engagement post-proposal.

    • Overcome objections and finalize deal terms.

2. Step-by-Step Procedures

  • Follow-Up Communication:

    • Regularly check in with clients post-proposal.

  • Negotiation:

    • Discuss terms, adjust proposals as needed.

  • Objection Handling:

    • Address and resolve any client objections.

3. Roles and Responsibilities

  • Salespeople:

    • Lead follow-ups and negotiations.

  • Assistant:

    • Schedule follow-up meetings, manage communication logs.

4. Tools and Resources

  • CRM:

    • Link to Follow-Up and Negotiation Guide

  • Communication Tools:

    • Email, phone, video conferencing.

5. Templates and Checklists

  • Follow-Up Email Template:

    • Download Follow-Up Email Template (Google Doc)

  • Negotiation Checklist:

    • Download Negotiation Checklist (Google Sheet)

6. Additional Resources

  • Training Videos:

    • Mastering Negotiation Techniques

  • Best Practices Articles:

    • Effective Follow-Up Strategies