follow up
Do you find yourself unsure how (or when) to follow up with a brand-new lead? You’re not alone. Many salespeople struggle to consistently reach out without feeling repetitive or pushy, and that leads to missed opportunities. In this short video lesson, I walk you through a real-world follow-up process I’ve … Read more
There’s a quote from a Canadian CEO who participated in my 2024 Report on Phone Communication Trends that I’m continually thinking about: “It can be confusing to understand when to call or text versus email or video calls … . People need help understanding where the phone fits in with … Read more
I’m currently spending time with an extremely diligent coaching student. Having never received any formal sales training, she reacts to new information and skills by using them immediately. This is a lot of fun. Each week she arrives with great success stories and questions to ask. And she’s also using … Read more
This first week of January found me in a high-energy evening webinar attended by innovators worldwide. Their work includes seeking licensing agreements for their designs and creations. They wanted to learn more about the art and process of following up. Their reactions to my presentation reminded me that following up … Read more
In my previous update on adventures in sales, I shared that I was having lots of positive first conversations with prospects, but was struggling to book follow-up calls for my team. Today I’m excited to share that I’ve now successfully booked my first follow-up calls! These secondary conversations have come about … Read more
This week I’m just over four months into my new sales role and it’s been quite an exciting journey. Of course, not without some bumps along the way! A quick refresher for anyone new to my adventures in sales – I started making my first calls in July with zero … Read more
Throughout my 17 years as The Phone Lady, I’ve preached the value of consistent follow up. We do the work of listening to our clients and creating proposals or quotes in a timely manner. We also need to do the work of learning from their feedback and hearing their answer. … Read more
This past week contained a disappointment – for myself and others. What occurred was surprising and frustrating. Like a tightened knot I was convinced I could untie, I kept revisiting the situation, obsessing. This is always a sign that there’s a lesson to be learned. Uncovering it has resulted in … Read more
Sometimes people are surprised to learn that as “The Phone Lady”, I include skills for both email and text in my webinars. The focus of my work, my passion if you will, is clear communication. This includes the words we write – and send – electronically. Recently, I failed to … Read more
Over a decade ago, one of Canada’s largest healthcare companies approached me to design and deliver a half-day workshop at its annual conference. I created a proposal, participated in several conference calls with senior staff, revised my proposal and, in the end, they decided not to move ahead. My main … Read more
This week I’m re-introducing you to Peggy Issenman, owner of the graphic design firm Peggy & Co., based here in Halifax, Nova Scotia. I have known Peggy for about a decade as we have friends in common and have found ourselves enjoying each other’s company at birthday and holiday parties. Then, … Read more
What if I told you that you can increase your revenue this year by 10%, 25% or more? And what if I told you that accessing this additional revenue is easy? Would you at least give it a try? Or would you allow doubt and negative self-talk to get in … Read more
Recently a dear friend and colleague approached me looking for some sales advice. She was concerned about a potential client’s reaction – or lack of reaction – to a proposal she’d sent. She believed it was exactly what the potential client wanted, and needed. So why hadn’t an enthusiastic “yes” … Read more
Earlier this week I spent the morning with a group of brand new, energetic business owners. In one of the exercises we did together, they each estimated the average annual worth of their average customer. This is not an easy number to figure out when you’ve only been in business … Read more
Disciplined follow-up with potential clients is a challenge for most of us. For some reason, our negative self-talk gets a bit louder and more assertive when it comes to this task. Some of the things we tell ourselves include: “If they’re interested, they’ll call me.” “They likely need more time … Read more
“Model the behavior you wish more people would display. Lead first.” — Robin S. Sharma Years ago the term “ghosting” came into my world. At that time it was all about the young people in my life – their friends and relationships that involved a lot of text communication. It … Read more
Almost every small business owner I’ve worked with starts out keeping track of prospects using a spreadsheet. They carefully choose and set up the columns. Then they add to it weekly, sometimes daily, listing all the people they’ve spoken to and a bit of information about what was discussed. They’ll … Read more
“The only constant in life is change.” -Heraclitus (500 BC Greek philosopher) Change is not something I thrive on. In fact, those who know me best might say that I often strive to avoid it. But I think it’s more accurate to say that I’m both cautious and curious about … Read more
Persistence remains a challenging topic for the business owners, entrepreneurs and salespeople who work with me. For some reason, persistence and pestering get intertwined and while the two words may start with the same letter, they are not at all alike. The word persistence comes to us from 1540 Middle … Read more
On October 5, I celebrated 32 years as an entrepreneur. Yes, that’s a big accomplishment and what most stands out for me is how much I’ve learned – and continue to learn – every day. Owning and running a business is about constantly acquiring and embracing new skills and ideas. … Read more
Many of us worry about whether we are “pestering” our prospects and clients. They agree to a follow-up conversation but when should we call? And how often? Two recent events provided me with answers to these questions and they may eliminate these concerns for you forever. Working with a very … Read more
There’s no doubt that it’s great to make a sale. Tons of work and effort go into the moment when a prospect finally becomes a paying customer, so it’s definitely something to celebrate but … what comes next? Do you know? Does it bring value to both you and your … Read more
When I stand in front of a group of entrepreneurs or salespeople and talk about persistence, almost everyone squirms in their seat. The discomfort around following up, making multiple calls and connections, is almost universal. Why? I think it’s about semantics, the words we use and the stories those words … Read more
Last week I connected with a dear friend and former colleague, Wendell Waldron. Wendell was my all-time best salesperson at my first company, Media Link Inc., and he’s currently a partner with Influence Online Marketing. Our conversation focused on challenges faced by every salesperson and entrepreneur: leads, organization and follow … Read more
It does seem logical to communicate with a prospect or client in the same way they’ve communicated with us (i.e. they send us an email, we answer by email, etc.) but experience has taught me, many times, this is often not the best choice. Every medium (email, text, phone, video conferencing, … Read more
One of the first salary cheques I ever signed (back in 1988) was for an employee whose job seems a bit ridiculous today. She read magazines and newspapers, listened to specific radio and television programs, and provided me with detailed information on individuals I could cold call. Every morning I’d find … Read more
To celebrate 20 years of The Phone Lady, we're revisiting what truly makes communication meaningful. Every second week, we'll share a bit of wisdom to remind us that small shifts in how we speak, listen, and connect make a big difference. (You'll also receive access to our Exclusive Resources, including 4 ebooks.)