USA Flag CAN Flag
Clear Biz Logo
sales@clear-biz.com
Home Button Features Button Pricing Button Downloads Button Buy Button Support Button About Button Resources Button
Articles Icon
Resources
The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
6. STAFFING ALTERNATIVES
7. NETWORKING
Arrow
Arrow
Arrow
Arrow
Arrow
7.4. Networking - Don't Forget
To Follow-Up
So you’ve attended a networking event, and have come back with a stack
of business cards but ­­now what? Now is the time for action!
If you accumulate business cards and have no urgency, you will find yourself in a cold call situation where the prospect will not remember you or your conversation. That defeats the whole purpose of obtaining that business card in the first place!
Let’s start at the beginning. You receive information about a new prospect. This information
is obtained either from a referral source (see the Channel Partners article for more on this),
or directly from the prospect him/herself. In either case, be sure to gather as much
information about the prospect as possible, but at the very least, make sure you have a
way to reach out to that person again­­either by phone or email.
If you received a business card from the prospect, following the conversation, make notes
on the card itself regarding what you discussed. If you didn’t obtain a business card, try to
jot down notes as soon after the conversation as possible so nothing is forgotten.
Try to discover how you can help the prospect in your initial conversation. Doing so will give
you a legitimate reason to follow up with them and immediately establishes the usefulness
of your new relationship.
After that first follow up, don’t get lazy and forget to nurture the relationship. An excellent way
to stay on top of your follow ups is to utilize a Customer Relationship Management (CRM)
Software. CRM Software will be discussed further in another article.
Kort Mehrle
A degree in Economics with a focus in International Studies from Lawrence
University. She is a Marketing and Sales consultant for Clear Biz, focusing
on their expansion into the United States.
CLEAR BIZ
Home
Features
Monthly Pricing
Support Pricing
Buy Now
DOWNLOADS
30-Day Free Trial
Upgrades
Documents
SUPPORT
Importing Clients
Getting Started
FAQs
Book a Free Demo
Contact Us
ABOUT
Company
News & Events
Subscribe
Referral Program
Privacy Policy
Subscribe To Our
e-Newsletter
Want to be notified of future updates,
events, news, offers and more?
Sign up now to subscribe.
Sign Up Button (Newsletter)
Have Questions? Send email to sales@clear-biz.com
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.