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