We all have situations that demand it, and we all know the perils of not doing it.  Regardless, many sales professionals are still not adept, or consistent with their follow-up.  This is not a long topic, but it is an important one. Many professionals, sales and otherwise, do not do proper follow-up after a sales call.  This is true of a prospecting follow-up, sales call follow-up, presentation follow-up, or any other type. After doing the hard work of prospecting, a sales professional will then risk negating that work by not doing timely and well thought out follow-up. When I speak of this, I speak of the perfunctory sales calls as well as the questions that come up following any of the types of calls above.

Two Examples of Proper Usage

Follow-up, when done properly, can create the necessary evidence of professionalism.  Remember, if you don’t follow-up, the professional that consistently communicates like this will stand out.

Following the initial visit

This one requires a quick, almost instant response to the buyer.  I would say that you should do it within two days or less.  This is your chance to say how much you appreciated the buyer’s time as well as the opportunity to work with him or her.  I would keep it short and sensible. If during the visit you came away with a listing of “to do” items, or some other things to check on, don’t hold the correspondence until you get them done.  They can be fodder for another note.  The key is to let the customer know that you are looking forward to providing solutions.  Here is some simple wording: “Mr. Buyer, I appreciate the time you have taken to show me your operation and explain your (packaging, telecommunications, insurance, transportation, etc) needs to me.  I look forward to our meeting as we agreed on Monday, September 1st to share the proposal with you.  If you have any questions or concerns prior to that, please contact me. Sincerely, Sales Professional” Remember why you are composing this note.  You want to make sure that he recognizes that you appreciate his or her time.  You also want to make sure that you reinforce the proposal date, and that if there are any changes or concerns that he or she touches base with you. You could put together an epic memo, yet the idea is to make sure that you reinforce the meeting and your appreciation.

Following a Proposal

This one is very important.  If a buyer is getting four proposals, then there are four different sales professionals, attempting to make their mark with him.  They may even be getting more than four proposals and then your initial call may be less memorable. Your goal is to have the customer to remember the importance of working with a true sales professional (you), along with some of the most important features and benefits of your product and your company.  Here is your chance to list the most important points succinctly so that they can be remembered. Here is an example: “Mr. Buyer, thanks for the opportunity to show you what ABC Company can do for your organization. We are prepared to begin supplying your 14 Eastern State division with cartons if we are selected, and will begin the process of quoting your Southern division with the information you supplied to us. Please keep these important points in mind:

• We are a nation-wide organization – able to supply all 5 divisions, coast-to-coast.
• Our “Flex” Pricing Program will deliver the lowest costs overall for cartons regardless of the volume in any particular division
• Our just-in-time delivery will save you 6% in inventory costs

I look forward to working with you, and I will use my 18 years of packaging experience to keep your packaging program “state of the art.”  Do not hesitate to call if there are questions regarding our proposal. Sincerely, Sales Professional” Notice here supporting the features with some bullets just to reinforce your sales points and getting a final shot in about yourself.

Degrees of Formality

Effective letter writing is essentially a lost art out there, but there are times when you should consider it.  If you make an election to write someone an email follow-up note, follow the same rules that a letter would follow:

• Keep it short and to the point
• Know and respect your level of familiarity with the customer/buyer
• Always be professional

If you are awarded the business, which is the “grand prize” then I think you proceed to use the fine stationary or card to send a personal note of appreciation.  You might want to take a look at Black Sales Journal 2/3/2011 Make Yourself Memorable to explore this.  It carries a significant amount of power and effectiveness. The follow-up letter is a useful tool to keep close during the sales process.  Don’t let someone forget you, and don’t be overshadowed in the sales process. Your comments are always welcome.

Terminations – No one wants to think about it, yet it happens.  It does not end your quest to support your family and to move forward so think about it as what it is… a part of life.  How you handle it will be the key to what happens in your next position.

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Terminations happen in all occupations.  Most of what is said here in this journal applies to more than the sales profession, but the situation of a job not working out transcends sales as an occupation.

Once a termination does happen, your future is not terminated, just the relationship with that employer.  You will be seeking gainful employment in a sales position again, and your level of comfort dealing with the termination of employment from your last employer will certainly be tested, and sometimes spotlighted.

The question is simple:  Should you hide a termination from a prospective Employer?  The Answer is simple: No!

The Truth Will Set You Free

If you have read Black Sales Journal, you will remember one of my favorite suggestions:“Always tell the truth!” The key in this situation is not to focus on it.

Terminations happen and there is nothing pleasing about them.  What you don’t want to do is to relive bitterness and the trauma of a termination while you are in an interview looking for a fresh start.  One simple reason to tell the truth is that it is easier to remember.  The other is that you need to start this new relationship off on the firm footing of the truth.  In the world of sales professionals, many have had terminations for legitimate reasons, even though they endeavored to make it work.  Terminations do happen.

This is the information age and that gives prospective employers an ability to “uncover” you previous work history cheaply and fairly easy.  Note, that finding your history does not mean that a prospective employer would be uncovering the facts and details of what happened such as what your reasons for leaving.  Any hiring manager knows that a sales job followed by a prolonged absence of several months may well denote that a job action took place.

If you have been let go from your previous job because of performance issues, you need to be prepared to discuss reasonable reasons why you parted company.

Your resume needs to match up with any job history investigation that an employer can conduct.  The prospective employer checks this information through a service, such as Equifax, or other services, and certainly with any on-line information that you might post such as LinkedIn.

Consistency eliminates questions and doubts.

What Should You Say?

There are sales jobs (and any other jobs) that just do not work out.  Your objective is to be able to tell the story in a cogent fashion.  There should be no accusations or disparaging remarks, but a clear story of why selling widgets for ABC Company in Columbus, Ohio did not work and resulted in you leaving after fifteen months.

Cover the issue of what the problem was.  Whether that was pricing, marketing support, sales support, a problematic territory, or a product that was inferior.  Do it in a professional manner, and always cite what actions you took to improve your fate.  If you do not have a solid and believable story, it may appear that you just cannot sell.

If you are a sales professional selling widgets and in your last job you were terminated because you did not meet your quota/goals, you need to own up to the fact that you were terminated.  I give below an example:

“I was let go because of not meeting the quarterly sales targets in two consecutive quarter.”  You can then give clarification of the most important issues (an example)… “I had difficulty meeting the goals as we promised delivery dates that were 4 weeks to a month longer than our other competitors.”

Places You Should Never Go!

You never want to go into an interview saying that your previous employer (or any employer you have had) is prejudice or discriminatory, even if you believe it to be true.   This is a sure way not to get a second interview and a possible hire.

The “well” will be poisoned if you make statements that allude to disparate treatment, as a prospective employer will immediately put themselves in the position of the previous employers.  Remember, they do not know you!

Instead, compliment the best aspects of the previous employer as difficult as it may seem.  If it is true a compliment such as: “There is no organization that does training like ABC Corporation”, shows your respect for the company.

.Additionally, there should be no disparaging comments about your previous manager.  You are on fair ground if you cite the fact that you did not have much support, but disparaging comments are out of bounds.

Compensate For the Weak Areas

If you have been terminated for not reaching goals, you will do well to have some support from your former co-workers.  You should get letters of recommendation citing your accomplishments.

We have covered before in Black Sales Journal, that you need to fully be prepared when you go to the interview including customer testimonials and all of your sales numbers.  Don’t share proprietary information which would jeopardize your past employer’s customers or information, but do be prepared to support your effort and accomplishments.  A customer testimonial helps to illustrate your affinity for customers and the sales process but you still may have some work to do to show that you effectively prospect.  Cover all of the bases and give yourself a chance to win.

You should provide good focus on your strong points and accomplishments as well as tout your specialties.  You need to be prepared to talk about your weak points that caused you the termination.  They may not apply to the new job, and thus lose relevance, but something like door-to-door prospecting might still be a part of the job, and you need to be prepared to show how you are going to change things.

Above all, you need to walk or run the road to continuous improvement, and be prepared to enunciate this also.  Your ability to tune-up your sales career (Black Sales Journal 8/15/2011 – Tuning Up Your Sales Career) may have some relevance to a prospective employer, but it is for you.

Thanks for reading, and your comments are always welcome