You need to follow up on a meeting with contacts. How do you avoid coming across as too pushy?
Navigating post-meeting follow-ups requires a delicate touch to keep the conversation moving without overwhelming your contact. Here are some practical strategies:
What techniques have you found effective for follow-ups?
You need to follow up on a meeting with contacts. How do you avoid coming across as too pushy?
Navigating post-meeting follow-ups requires a delicate touch to keep the conversation moving without overwhelming your contact. Here are some practical strategies:
What techniques have you found effective for follow-ups?
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Following up after a meeting without seeming pushy can be a fine art. I always start by personalizing my message. Mentioning specific details from our conversation shows I was engaged and valued our discussion. I keep my follow-up concise and to the point to respect their time. Also, I make sure to include something valuable—like a relevant article or a helpful insight—that relates directly to what we discussed. This approach helps continue the conversation meaningfully, demonstrating my interest without overwhelming them.
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Personally, I believe that momentum is key and momentum is essential for progress, but following up effectively requires striking the right balance between persistence and respect. Offering a positive and flexible approach, in my experience, will demonstrate consideration and not impose a deadline that can cause them to misalign with your original intent.
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I personally like to call the individuals directly, I find this breaks the need for continuous emails and messaging. When you speak to an individual you can relay the urgency much more effectively, And they are more likely to follow up with results.
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Might seem obvious but don't push! If there was a decent conversation at the event then the follow up is just a natural progression of that conversation. If you skip over all of those points and just go directly into pitch mode, you will kill any chance of working together as you position yourself as disingenuous. Unless you're up against a very real deadline, is there any need to push at all?
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Regardless of how the follow-up occurs either verbally, via email, social media, or scheduling another meeting remind all parties involved with the follow-up about the original meeting that generated the required follow-up - include details such as the original meeting's date, time, topic or name of the meeting. Further this also requires two specific points, (1) very good note taking - I like MS-Teems's recording feature which allows hands free note taking because I can go back and listen to the full meeting to refresh one's memory and (2) ready access to those notes either hand written or typed - save the notes in your designated cloud drive for quick/easy access with the relevant title.
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It's a balancing act of not being too pushy while trying to maintain the new relationship. I like sending interesting and/or helpful articles to the new contact one a quarter.
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Matt Anderson
Helping financial advisors go upmarket for referrals and 2-5x their annual AUM targets
One of my clients gave me the best answer: “I listened to the louder voice (in my head) that said “Keep pushing. They don’t necessarily know they need this, and you do.” I also try to keep control of my self-talk as best I can – my fearful ego - and a) not feeling like a pest and b) trying to detach emotionally from all my prospecting efforts. After 20 years I still do not find this easy to do.
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To follow up on a meeting without coming across as too pushy, maintain a polite and professional tone while showing appreciation for their time. Reference key points from the meeting to provide context and demonstrate your attentiveness, and frame your follow-up as a continuation of the conversation rather than a demand. Offer value in the form of additional insights, solutions, or next steps that align with their needs. Keep the message concise and respectful of their time, and express your willingness to proceed at their convenience, ensuring a collaborative rather than forceful approach
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If we already had a meeting with the person and now the goal is to follow up after that meeting, say for the next steps. Then my approach will be: - add a personal & positive follow up about that person that you collected from the meeting (e.g. their kid, their vacation, their last travel). - share a bit of your own update that you shared with them in that meeting (not too much! remember this is not "you" space). The goal here is to create a prolong convo opportunity. - then depends on your style (formal/ casual), sum up what you discussed, the action points on Your End first (show that you are willing to do things for them), then the action points that they agree to do. - close the email with positive note and open up for another convo.
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Be up front from the start, "this call is my sales pitch do you have 60 seconds!" Set your stall up from the offset let the prospect know you would like them to use your services. Selling is a necessary art form but we all need to do it. After the initial contact ask if you can call back on a specific date - its assertive not pushy.
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