5 Tips for Better Follow Up in Your VA Business
Where are your clients coming from?
Are you getting great clients easily from the people you come into contact with on a regular basis?
Or are you struggling to find clients – and maybe even taking on clients that you don’t really want to work with, just so you don’t turn down the money?
If you aren’t meeting enough business people, that should be your first step in trying to get new clients.
But if you are meeting business people and still not getting clients, your follow up procedure probably needs work.
How many sales conversations have you had this week? this month? this year?
The more people you talk to about your business, the more clients you will get. It’s just a numbers game. Honest!
A recent Hubspot survey (and many others!) says that it takes 5 to 7 marketing touches to bring someone from a new prospect to a client.
Are you following up with people 5 to 7 times? Are you following up with some of them at all? For me, it’s the statistic more than that ‘marketing’ piece that is important. You have to connect with most people more than once to get them to advance their relationship with you in order for them to start working with you.
Here are 5 steps to set up a follow up system that works to get you clients:
1. Create a master list, database or CRM.
Keeping everything in one place is the most important part of managing your follow up (other than doing that actual follow up, of course!) Set up something that works for you. For some people that’s a notebook, for others (like me!) it’s a Google Sheet, and even others use a database, CRM or app on their phone. The key is to work within your habits. A beautiful database that you never use is useless. Keep things simple to start with and find a way to use it every single day so that it becomes a simple habit.
2. Record every interaction.
When you connect with someone, you need to find that master list and update it. That’s part of why it needs to be so accessible for you. If you don’t keep things up to date, it will not be effective for you. I use a Google Sheet because I can access it from my PC and my phone and anywhere else online. So when I speak with someone I can update it with my most recent notes and it is always current. With the many ways we can connect with people these days, having a central place to record it all is essential.
3. Communicate with intent.
When you are looking for those ‘touches’, be sure that you have a reason to connect with someone. Creating the intent – the topic of conversation, if you will – is essential when you reach out to connect with them. Maybe you know of an event that is coming up that you want to tell them about, or an industry trend that you are reading about that you want to share, or maybe it’s just a check in to ask how their business is going. But be sure you know what the intent of the communication is before you send it.
4. Schedule time to do it daily.
Daily follow up is really important. When you are talking to people every day about your business, you will end up with a lot of conversations going on at once. Of course that doesn’t mean that you have to email or message or call everyone every day! But you should reach out to at least a couple a day. It makes the routine regular and helps you stay on top of all of the relationships you are building.
5. Ask for a sales conversation only when the time is right.
When you are prospecting and doing follow up, patience is a virtue. Don’t connect with someone and right away ask them to talk to you about working together. You want to nurture the relationship with anyone you connect with. When the time is right, you can ask the prospect if they want to chat about you helping them. Or, if they aren’t your ideal client, you might ask them for a referral. But always make sure it’s time for that and not jump into it.
Following a few rules when you are doing your follow up helps you to keep organized, on top of things, and authentic in your relationship building.
Remember you are going to be in business for the long-term. Connecting with potential clients is about the long game. Treat your prospects well, keep in touch with them, and you will find that you will get clients more easily. And you’ll probably even find the networking part FUN!
For some tips on how to manage your sales conversations once you get there, check out this free training video: The Sales Conversation. There are over 40 free training videos for VAs on my Youtube channel!