Post-Sale Follow-Up

1. Overview

  • Purpose:

    • Ensure client satisfaction and lay the groundwork for future business.

  • Objectives:

    • Onboard clients smoothly.

    • Collect feedback and build long-term relationships.

2. Step-by-Step Procedures

  • Onboarding:

    • Guide the client through the initial stages of the project.

  • Feedback Collection:

    • Gather feedback on the sales process and initial service delivery.

  • Relationship Building:

    • Maintain regular contact for future opportunities.

3. Roles and Responsibilities

  • Account Manager (if available) or Salespeople:

    • Handle onboarding and relationship building.

  • Assistant:

    • Coordinate onboarding tasks, manage feedback collection.

4. Tools and Resources

  • CRM:

    • Link to Post-Sale Follow-Up Guide

  • Survey Tools:

    • SurveyMonkey, Google Forms.

5. Templates and Checklists

  • Post-Sale Feedback Survey:

    • Download Post-Sale Feedback Survey (Google Form)

  • Onboarding Checklist:

    • Download Onboarding Checklist (Google Sheet)

6. Additional Resources

  • Training Videos:

    • Effective Client Onboarding Strategies

  • Best Practices Articles:

    • Building Strong Client Relationships