A Simple Follow Up Formula
Ilise BenunOn my way home from a conference recently, I sat next to a blonde woman in her mid-40’s wearing matching Prada shoes and bag. From the looks of her, a successful businesswoman.
I couldn’t help peeking over her shoulder and saw that she was composing email messages in Outlook. I assumed she had just attended a meeting and was diligently doing her follow up. The problem was that every single message she wrote was the same — and really boring, in my opinion.
“Dear Blank, it was a pleasure to meet you at the meeting this weekend and I hope we can meet again soon.”
That was it. No reference to who she is or what they talked about or what ideas she has had since they met or what they could do together in the future.
Anyone who knows me (or has heard my networking presentations) knows that I am a follow up freak. But I’d say it’s better not to follow up than to write the type of generic follow up messages this woman was about to send out.
Here’s the problem so many freelancers face: you have no idea what to say when you follow up, and that often stops you from doing it. So here are a few ideas about what you can say to build on the momentum of meeting someone in person, face to face, to reinforce the impact of your personal presence.
1. Set the foundation for follow up while you’re talking. Follow up starts when the conversation starts. As you’re talking, be looking for something to say in your follow up. As soon as it hits you, make a note of it on the back of their card. You can find something in common — a topic of interest, whether personal or professional – or listen for what they may need help with. Then, in your follow up, you offer an idea, a contact or some other resource.
2. Follow up right away to build on the momentum of the conversation, of your freshness in their mind. If too much time passes before you follow up, the conversation may slip into the recesses of their mind or blur with that of someone else they met recently. If you wait, it won’t have as strong of an impact. Do it the next day if possible, or at the very least, sometime before the week is out.
3. Use persuasive copywriting in your follow up. Strive to incorporate persuasion in ALL of your communications. That includes your follow up because follow up is about promoting your services to anyone and everyone you come into contact with.
The most effective follow up highlights the benefits of working with you. For example, here’s a follow up message I sent to a writer I met at a meeting:
Hi Tom, great to meet you at the meeting last week.
I am confident I can help you create a plan to get your new business off the ground. The Marketing Mentor program would be an effective way to do that because it provides the three things you need most at this point in your business:
- A plan – together we will create a marketing plan that is tailored to your needs and your most lucrative target market.
- Accountability – I will keep you on track with our weekly phone calls so your marketing doesn’t get put on the back burner, eliminating the Feast or Famine Syndrome forever.
- Objective feedback – my 18 years of experience helping people just like you promote their services means you won’t waste time and money making beginner’s mistakes.
I’ll call you next week to continue the conversation but in the meantime, you’ll receive my free email newsletter, Quick Tips from Marketing Mentor. Here’s what another writer said about it: “Your online newsletter is absolutely terrific. You combine extremely valuable content with style and personality. Fabulous job!”
Follow this simple formula — state what you can do with confidence, list 3 or more things they’ll get and the benefits of each, then close with a testimonial and a way to keep in touch — and your networking efforts will be the foundation for a healthy business that brings you more work and more clients than you ever imagined.
Hoboken-NJ based consultant, Ilise Benun, is a national speaker and the author of several books, including The Designer’s Guide to Marketing and Pricing (HOW Design Books, 2008), Stop Pushing Me Around: A Workplace Guide for the Timid, Shy and Less Assertive (Career Press, 2006) and The Art of Self Promotion (Marketing Mentor Press, 2007). She is also co-founder of Marketing Mentor, a one-on-one coaching program for small business owners. Sign up for her free tips at Marketing-Mentortips.com





















David Zemens - 1955 Design
February 16th, 2008
Great point. I think what you are really highlighting here is that whatever task we are doing, we should always “Do it the right way”.
Spinning wheels and going through the motions are only superficial. This is what you observed the woman doing with her email. She wasn’t really interested in her work, she was just doing what she thought needed to be done.
You, on the other hand, recognize the significance of the followup contact. Guess which one of you gets the most “followup followup”?
Eric Stern
February 16th, 2008
I love the idea of transforming every opportunity into the first step of a new plan of action. From being open, to the recognition, to creating the relationship and taking the first step, what a great example. In the background is the assumption that one is committed to follow through and not let the ball fall.
jim
February 16th, 2008
Overall excellent points but I do have one reservation with regards to the follow up letter. I would not automatically sign someone up to a newsletter. I know I would personally be turned off by the forwardness and spamminess of that gesture, however benevolent it may be.
Matt W
February 16th, 2008
In all honesty, I think I’d be more inclined to respond to the woman’s email you described, which reads like an email from an actual person, than yours, which reads like spam. I understand the strategy behind your email, but bullet points, free email newsletters and random endorsements with no attribution are red flags (at least for me) that this is a form letter, not a personalized note.
If that woman just tweaked her message to include one specific reference to our meeting and my needs, it’d be just as, if not more, effective than your note, which comes off with the subtly of an infomercial.
Kristi Holl
February 16th, 2008
Thanks for some great suggestions. Making notes right after your conversation is such an easy–and smart–idea. We all need our memories jogged.
Paul Ocal
February 16th, 2008
Agreed. I hate cookie-cutter emails… They seem to be way less effective…
Bonnie
February 16th, 2008
If I’m discussing web development with a business owner I generally respond with an email that has links to work I’ve done that can be applied on their site. If I don’t have examples of my own, I show them the technology at work on another site and let them know that it can be done for their site too. I’ll also include links to their competitor’s websites and let make specific recommendations how their site can be better.
Karen
February 17th, 2008
I agree with the idea of follow up, it is important and a personalized reply shows you really took interest in the person. However, the example you gave is going much too far. Personally if I opened my inbox to find that I would not be pleased, it’s far too much the hard sell. I prefer an follow up that is somewhere between your hard-sell example and the bland example.
Maya
February 17th, 2008
Great article.
Ilise, Do you have a link to your presentation? if it’s online I mean.
Also - do you know Ken Evoy’s e-book - make your words sell?
do you think it’s an effective book?
Brett Nyquist
February 17th, 2008
Staying on top of emails and responders is one of the keys to on-going relations with clients. It speaks volumes about you and your company. There have been a couple time when I catch myself not returning an email for maybe a day or two and you’d be surprised how upset some clients can get.
Respond in a timely matter, but also don’t make it seem like you sit by your computer 24 hours a day. Some clients like to exploit that as well.
Constantin Potorac
February 17th, 2008
Very interesting. Thank you.
Ilise Benun
February 17th, 2008
All valid comments and much appreciated, thanks so much.
I agree, actually, that my example is too much of a hard sell, at least for most situations.
And that is, in fact the point. Each situation calls for something different, depending on the connection that was made and the need of the prospects or new contact.
Jacob
February 18th, 2008
A very unique post here… You can really see where the difference is when you compare each of the emails. Do you think you should include some more contact information however?
BretJG
February 18th, 2008
Agreed as well - It is amazing to see the difference in response when an email isn’t ‘boiler plate’ or ‘cookie cutter’ style!
Greg
February 18th, 2008
In her defense, she sounds like she was doing okay. You said she looked like she was successful. Maybe there’s something to her formula.
I however don’t use her example. . . and probably won’t. Maybe I should, I don’t have Prada shoes.
Ben
February 21st, 2008
Yeah, what @Matt W says.
I don’t want to receive a free newsletter, sales pitch and random (BS?) quote. I don’t even like the “I’ll follow up with you by phone next week”.
Maybe it’s because I work in the tech business but no one phones someone these days unless it’s scheduled, or something urgent or they know the person very well. Someone telling me they’re going to call me next week at some undefined time (and thus potentially interrupt whatever I’m doing) with something I may not even want would be really infuriating.
The first set of issues (newsletter, sales pitch) is just my annoyance with traditional pushy techniques. But as we move into a tech-orientated society, even stating you’re going to call them is becoming faux pax.
I think the original writer is very old-school and not across the emerging ways more and more people want to do business. It certainly makes me think twice before I give my biz card, which does have my cell on it, to random people I meet at networking events.
Steve
February 21st, 2008
Great tips Ilise, any thoughts on the merit of a hand written note vs. an email note? I’m quote the follow-up freak as well and have always sent out hand-written notes, albeit not as thorough and to the point as you’re suggesting. Just curious what you think about the difference there.
Zvi Band
February 21st, 2008
Your e-mail is good, however - I would never ever automatically subscribe someone to a newsletter. Give them a link to it, great, but when I start getting mass impersonal e-mails from someone I hand a business card to, I politely ask them to remove my name from ALL their contact lists.
David Landry
February 22nd, 2008
I agree with writing a tailored email. I also agree with many of the submitted comments that speak to the example you wrote as too pushy. My main upset with the example you gave is that it seems that it is all about you and your service and doesn’t focus on Tom.
My email might look more like:
Hello Tom:
I enjoyed meeting with you, your idea to build a ______ business is fascinating. I attached an article on the ________ industry that you might find interesting. Keep me informed as you get closer to launching your business … I may be able to help you find a few clients.
As discussed I have helped other business people through my services in management mentoring, if you would like to discuss my services on a professional level feel free to contact me.
May I touch base with you at a later date to follow up on your progress?
Thanks again,
Ilise
DLE
February 22nd, 2008
Ilse’s follow-up is marginally acceptable until the last paragraph’s threat of hard-sell and spam. If I received such an e-mail, I’d think twice about doing business with the sender.
In fact, I’d rather not receive e-mail from her at all. If she sent me a handwritten note on nice stationery, I’d think the world of her. But an e-mail? Forget it. Anyone can send an e-mail. Heck, there are apps out there today that generate e-mail replies like this automatically.
Ash Majumdar
February 24th, 2008
I think it is easy to get caught up in down playing this article, especially since Llise is pushing a newsletter. The issue in hand is that Llise is trying to make a SALE!. She actually did a pretty good job with the letter. I am more apt to read a letter that is more personal and cuts to the chase. Her letter shows that she respects my time. I love the fact that she uses bullet points and clearly articulates that she knows how to create a PLAN, develop ACCOUNTABILITY and most important EXECUTE on it!. Also, as anybody who has done any kind of selling, she has to ASK to close the deal and make the Sale. I would perhaps instead of asking for permission included a copy of her newsletter and given the reader the option to subscribe if I liked it.
As far as the hand written notes, yes! they are great for very focused individual sales, but if you are trying to reach a larger audience it is simply not cost effective. Especially since only 1% of the total distribution is going to convert to an actual sale and that too after you write to them at least 3 times.
Great Work Llise! and look forward to reading your articles!
Cheers,
Ash
Carl
February 25th, 2008
The woman with Prada shoes probably spent 5 minutes every day sending out these emails. Sure, no special care was taken to tailor messages for specific individuals but her strategy does have other advantages:
a) Her email is non-intrusive; no promises of anything
b) She provided a gentle reminder of who she is
c) The recipient now has her email and contact details in his/her inbox, thus lowering the threshold for any further contacts
d) Any relation, business or private, relies on the number of touchpoints with other individuals as a foundation for further interaction. Her small email just increased that count.
Now, mix her strategy (formula email to all people you meet) with the one in the article (directed emails to a smaller set) and the result is a really good strategy for building and nurturing relationships with all the people that you meet.
Toon
February 27th, 2008
A lot of commenters have mentioned this already: the hard selling and the ‘free’ newsletter subscription are a bad idea. For most Europeans this e-mail would not come across as a sincere, honest message but rather as a boiler-plate (albeit a bit more personalized than the one-size-fits-all approach of the Prada lady) marketing message. It sounds like some scenario-based thing you’d get from some customer support department. I wouldn’t take this person’s marketing advice if this is how they approach their new contacts.
Matthew Cornell
March 7th, 2008
Thanks for the great tips. I’ve generalized the idea into how to help anyone. The underlying principle is the same - make yourself a great resource for people - work might eventually come (or not) - just don’t depend on it. He helpful is the bottom line.
Here’s what I came up with:
1. When meeting someone, come with an attitude of genuine curiosity.
2. Maintain a steady, reliable, and valuable atom/bitstream
3. When you come across something of potential value, share it
Matt’s Idea Blog: How to help people
http://ideamatt.blogspot.com/2008/01/how-to-help-people.html