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How to manage prospects and follow-ups

Lesson 59 from: Sales Mastery Bootcamp for Freelancers: Sell More Services

Scott Lancaster

How to manage prospects and follow-ups

Lesson 59 from: Sales Mastery Bootcamp for Freelancers: Sell More Services

Scott Lancaster

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Lesson Info

59. How to manage prospects and follow-ups

<b>Discover best practices for tracking and nurturing prospects throughout the sales process.</b>

Lessons

Class Trailer
1

Getting over the fear of rejection

04:23
2

Why you should leave a Zoom call after 3 minutes

04:24
3

How to never chase clients ever again

04:13
4

How not to feel nervous on sales calls

05:23
5

How to not take it personal

05:46
6

Slow & Steady vs Fast & Many

06:11
7

The importance of being accountable

04:12
8

The importance of being invested and excited

04:56
9

Understanding the difference between features VS benefits

04:48
10

Assignment - Mindset & Motivation segment

02:39
11

Helpful Doctor Approach

03:58
12

Breathing method for better sales calls

02:40
13

Managing your clients’ expectations

07:41
14

How to smartly discover your clients’ budget

05:29
15

How to come across as more confident

09:18
16

How to improve your pacing

04:19
17

How to structure a sales call

09:28
18

Ghost Opening Method

04:18
19

High converting sales funnel

09:17
20

Shock Method

04:41
21

The Halo Effect

03:04
22

Organizing portfolio to win more clients

03:23
23

Build trust using science

02:42
24

Showing calendar during call

03:57
25

Building unbreakable rapport

04:33
26

Sharing relevant stories

02:44
27

Using numbers to make prices make sense

03:21
28

Using urgency and scarcity

04:38
29

The parrot and captain technique

03:31
30

Using FOMO

02:51
31

The power of mirroring

04:38
32

Always put your clients’ needs first

03:34
33

Assignment for sales techniques

01:53
34

The one who cares least wins

03:27
35

How to price your services

06:38
36

Handling clients who are bullying you

04:11
37

Connecting with clients’ dreams

04:07
38

How to use trial closes and assumptive selling

03:17
39

How to overcome challenging objections

08:20
40

When to mention pricing

03:59
41

Assignment for negotiation techniques

01:22
42

How to get video testimonials for your website

03:53
43

Setting up automated Calendly meetings

02:35
44

How to strategically improve your website using Hotjar

02:23
45

How to get more clients

05:02
46

How to get clients to pay more

04:34
47

Do you need to be liked as a salesperson?

02:56
48

3 reasons why freelancers lose sales

05:27
49

What makes a good vs bad salesperson

02:44
50

How many options should you give clients?

01:32
51

How to know when a client just wants a discount

02:40
52

How to know when a client is interested in your service

02:00
53

When a client doesn't reply

03:28
54

How to practice your sales techniques

03:04
55

How to ask high-quality questions

02:48
56

Which social media platform is best for getting clients

03:54
57

Which social proof is best for winning new clients

03:27
58

How I sold a 10k website with one single email

02:58
59

How to manage prospects and follow-ups

04:14
60

What to do when you screw up on a project

02:38
61

How to handle a client who wants a refund

04:10
62

When a client wants lots of revisions

03:32
63

How to spot a nightmare client

02:17
64

How long should you small talk?

01:07
65

Should you spend time creating proposals?

01:35
66

How to get a sale without being too pushy

01:22
67

What to do when a client says you are too expensive

03:46
68

Assignment - common questions

01:32
69

Realizing who your most valuable customer is

03:32
70

How to use discounts to charge more

01:53
71

Price anchoring technique

02:43
72

Creating product flow and product expansion

02:34
73

How to win client loyalty for the long term

01:09
74

Last assignment project

04:14

Lesson Info

How to manage prospects and follow-ups

So how to manage prospects and follow ups. So if you do actually want to follow up with a potential client, then there's a really easy system that you can use. Well, actually two that you can use one including the software notion and the second involving Google calendar. Now, ultimately, a follow up system does not have to be super complicated, especially if you're just starting off in your freelancing journey. But ultimately, what you want to do is after you have a conversation with a client, if you do want to follow up, I don't personally do that now, but I used to back in the day is I would put three simple pieces of information in a nice organized manner in either Google calendar on a specific date or in notion with a specific date attached to it. And those pieces of information would be the client's name, what service they're interested in and some notes in regard to the previous exchanges that we've had, whether it be on phone call or via email. Now, the only purpose of using Not...

ion or Google calendar is to basically notify you when to get in touch with a client for example, I had a client called Sarah who I worked with in regards to naming and logo development and she was getting ready to do her website. But then basically something happened, she said, Scott, I need you to get back to me in around 4 to 5 months to basically see if we're ready for the website. Sure enough, I went into my Google calendar. I put in 4 to 5 months' time contact Sarah. And sure enough, when I got back in touch with her, she was ready to start the website. Now, if I hadn't taken the time to put it into my Google calendar, I would almost definitely forgotten. So, just think of your client relationship management as a way to keep money in the bank for the future because ultimately, that website was like 8000 pounds, I think at the time roughly. And that website was simply just a check waiting to be cashed four months down the line, which is what everyone wants, right? If you said to me, ok, in four months time, I can give you a project for $8000 or 8000 pounds, you would probably say yes. So by just being organized and taking the time just to schedule everything and make sure that you're organized and making sure you put notes as well. So for example, when I was speaking to Sarah, she was talking to me about the website, what she wanted, what she didn't want how we were going to approach it, et cetera, et cetera. But because I'd taken all the notes and recorded and organized everything when we had the conversation again. Four months later, she forgotten about everything and I'd be like, ah, ok, don't worry, I've got everything organized. Let's refresh our sale and then let's move on from there. So it saves a ton of time as well because you don't have to rehash the same information again and again. And ultimately, it keeps you super organized and really clear on what you're trying to achieve with that particular client no matter when you're working with them again. Now, I personally prefer Google Calendar just because I pretty much check it every single day and it just helps me to really organize my week and my month and my future ultimately, and I even use it for birthdays. So if I don't remember someone's birthday and to be honest, I struggle to remember my own birthday sometimes joking. Um I will just note it that their birthday is on this date for a particular person, the types of things they like and just reschedule it for every year. So every single year it's the same and I don't have to worry about it ever again. One of the things which is really important, I think with just mind fatigue is using Google calendar and notion and software to basically just make your mind work less why I use that because I don't want to remember useless stuff. It's only useful for the day that actually happens. It's not useful for the other 364 days of the year. So, why would I think about it? Why would I remember it? Think about notion and Google calendar a little bit like that and think about managing your prospects and follow ups in that way, put them to the side and don't worry about them until it's time to actually follow up with them. But manage this like a schedule and make sure that you set up some sort of system and that's unique to you that works for you, which just highlights the most important things that you need to talk about what the situation is with the client and maybe some of the notes are going to be helpful. Like, for example, if the client is quite bossy and aggressive, maybe put that in there in the notes just so you can be prepared for the next call, right? So use it your advantage. I hope you find this little less useful and I will see you in the next one.

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