Email Script for Following-Up with Potential Clients

My first business coach, Fabienne Fredrickson, shared this simple, yet powerful strategy with me many years ago and now I’ll share it with you.

 

When you follow-up with a potential client (or opportunity), it needs to be all about that them. Not you. Wellness professionals make the mistake of following-up with an email message that is all about their experience, their program and the process of working with them. This doesn’t create connection or action for your client.

 

In my “drafts” folder of Outlook, I keep a very simple follow-up email that I tailor to each client situation for authenticity, warmth and taking a stand for I know is possible for them. And I send this email immediately after having an initial consultation.

 

I use this type of email script in two different situations:

 

1. Clients who have just signed up for one of my packages.

I like to “re-enroll” my new clients and reassure them that the big chunk of money they just put down will bring them the results they desire. I do this by sending a “welcome” message, (and this is the really important part) reiterating the top 5-10 things they can look forward to in our work together. This list is gleaned from listening to them in my preliminary consultation. This will help them review what they signed up for, give their brains something to chew on (and thus help them relax) and soothe their nerves around taking a big step forward in their business (or in the case of your business, their wellness).

 

This is also something they can easily print out and show their partner/husband who’s wondering what they just spent money on. It’s written in “results oriented language” so their partner can see what they’re going to get too.

 

Here’s an example of this:

 

Hi Jenny,

 

I’m thrilled that you’re in my schedule for March and can’t wait to get started on creating your unique message and materials.

 

I love doing this work – I admit it, I’m a total marketing geek and find this work FUN.

 

J

 

Based on our preliminary conversation, here are some things you can look forward to: (I’ll write this part with words and concerns they expressed in our conversation)

 

-         All the materials you need to launch your business big time

-         getting your self together by getting clear what you do and for whom

-         new ways of packaging your services so it’s easier to hire you

-         a clear focus and direction in your business that speaks to who you are and what you’re about

-         blending your passions for who you love working with into concrete programs

-         using your new materials will give you a new level of confidence in how you present yourself (giving that fraud factor a swift kick)

-         simple, practical strategies for using your new materials that creates ease in how you work

-         and a lot more!

 

I’m ready and can’t wait to talk with you in the Spring! (What a nice way to go through the holidays, knowing you got this handled!)

 

If questions pop up before then, just contact me.

 

Until then,

 

Karin

 

PS – Attached are two forms outlining the program you chose and the details of working together.

 

 

 

2. Clients who need a few days to think about it.

About half of these clients will sign up and the other half are simply not ready to invest in themselves for one reason or another. In any case, I do the same thing with these potential clients. I send them a “it was nice to chat with you today” and “here’s what I understand you’re looking to achieve” and then I list a 5-10 specific goals they shared with me in their first consultation that I can solve for them and, (and here’s the really important part) the benefits they can expect to experience as a result of achieving these goals. The only time I do not send this is when I don’t want to work with a client after speaking with them or I didn’t get a strong sense that they were ready to move forward (I don’t like to convince people).

 

Hi again Jane!

 

I’m glad we had an opportunity to talk today. I enjoyed getting to know you and about your business vision.

 

Based on our conversation, here’s what I understand you’d like to accomplish: (I’ll write this part with words and concerns they expressed in our conversation)

-         having a super clear idea of what you do, who you do it for and for how much

-         having content on your website reflect this clearly, powerfully and in your own style

-         having content to put into a media kit to begin presenting yourself as the expert you are

-         having clear, profitable programs & packages that you sell

-         a clear approach to your work that you can stand behind

-         a clear message and business identify that expresses your work effectively

-         and quite a few more perks!

 

I’m ready when you are Jane. I love creating a unique message for my clients. It's a fascinating process of gaining clarity, renewed confidence and a whole new level of prestige.

 

Let me know if you have any further questions or need any clarifications. If you’d like to move forward, then we will start on the 20^th. Otherwise, I look forward to connecting next Wednesday. (Set a follow-up date where they call YOU back in the following week)

 

Talk with you soon!

 

Karin

 

In both cases, my clients feel understood and know that I have a grasp of what’s going on for them and what they want to achieve. By the way, you can also use this format for following-up with potential speaking engagements.

 

Hope this is helpful!

To your continuous professional expansion,

Karin

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