{"id":9811,"date":"2019-07-09T09:57:37","date_gmt":"2019-07-09T13:57:37","guid":{"rendered":"https:\/\/www.method.me\/?p=9811"},"modified":"2026-01-05T13:53:35","modified_gmt":"2026-01-05T18:53:35","slug":"after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\/","title":{"rendered":"After the Sales Pitch: Post-Sales Call Practices to Help You Close the Deal"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Your sales reps know how to reach out to prospects. It\u2019s what they do best. It\u2019s the skill set you value them for.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your reps also know the importance of <a rel=\"noreferrer noopener\" aria-label=\"following up with prospects (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/sales-follow-up-emails\/\" target=\"_blank\">following up with prospects<\/a> after a sales call. That\u2019s a necessary part of their skillset, too. After all, sales, especially B2B sales, are based on strong, trust-filled relationships. The follow-up after the initial sales meeting is simply the next step in that important process. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, these follow-up communications are no longer as simple as just making a call. In 2026, there&#8217;s more to think about. In the midst of a hyper-competitive, fast-moving marketplace and everyone&#8217;s busy day-to-day environments, it&#8217;s essential to follow up in a way that cuts through the noise and helps you make valuable connections.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the essential post-sales call practices you and your reps should be following.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-make-a-follow-up-plan\"><strong>Make a follow-up plan <\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your starting point is recognizing that the most effective sales reps don\u2019t do things willy-nilly. They make a plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, don\u2019t get caught up in the word \u201cplan\u201d and worry that this means you need a comprehensive strategy. On the contrary, this can be done in a quick-and-dirty manner. It may even be better to think of the end product as an \u201cinformed approach\u201d rather than a detailed plan.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whatever you call it, the point is that a fruitful sales process always has some deliberate thought behind it. As the first step of your post-sales call follow-up, sit down and sketch out the way forward with your prospect.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-timing-doesn-t-matter-but-other-factors-matter\"><strong>Timing doesn\u2019t matter \u2014 but other factors matter <\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Most sales reps are comfortable with the idea of making a follow-up call. But everyone worries about the timing. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>When should I call? If I call right away, will I seem overeager? But if I call too late, will I appear uninterested? <\/em><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Calm down. There is no definitive answer to these questions. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Well, actually, there is a best answer. And here it is: the right time to call is as soon as you confidently answer some key questions about the potential sale.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-answer-these-questions-to-inform-your-follow-up\"><strong>Answer these questions to inform your follow-up <\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In order to build your \u201cinformed approach,\u201d take some time to consider the following questions before reaching out to your prospect.   <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Review your notes from the sales call meeting, and ask yourself: \u201cWhat is the prospect\u2019s principal business problem they need help solving?\u201d <\/em><\/strong>This is what the prospect cares about, and it\u2019s what you should care about as you prepare your follow-up plan. Those pain points will help determine the tone, message, and channel you use. <strong><em>&nbsp;<\/em><\/strong><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>What is the prospect&#8217;s \u201ccustomer lifetime value\u201d? <\/em><\/strong>The <a href=\"https:\/\/www.qualtrics.com\/experience-management\/customer\/customer-lifetime-value\/\">customer lifetime value (CLV) <\/a>is the monetary value of a customer&#8217;s lifetime relationship with your business. The CLV has many purposes, including setting marketing priorities, but it also helps turn the company\u2019s forecasting practices from quarterly earnings to a more customer or relationship-based perspective.  <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Has your sales enablement team provided you with materials such as a buyer persona? <\/em><\/strong>A <a href=\"https:\/\/blog.hubspot.com\/marketing\/buyer-persona-definition-under-100-sr\">buyer persona<\/a> is a strategic document containing generalized buyer profiles based on your target customers&#8217; industries, sizes, regions, business models and growth priorities. It\u2019s essentially a cheat sheet to help you formulate your communication plan. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Have you identified the decision-makers? <\/em><\/strong>You\u2019ve spent a lot of time thinking about <em>what <\/em>you\u2019re going to say. Just make sure you\u2019re saying it to the right person. Directing your communications toward a non-decision-maker isn\u2019t a winning strategy. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Furthermore, what is the decision-maker\u2019s main priority?<\/em><\/strong> Are they looking for better workflow management or <a aria-label=\"customer management (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer management<\/a>? Are they mostly focused on cost or time savings? <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Answering each of these questions will help you determine the <em>what<\/em> and <em>who<\/em> of your follow-up strategy. <br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-engage-using-different-channels\"><strong>Engage using different channels <\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your immediate follow-up connection doesn\u2019t have to be a standard phone call. Keep in mind that different generations are accustomed to communicating using different channels. Baby-boomers are phone call people. Gen X people are emailers. And Millennials and Gen Z use <a href=\"https:\/\/www.method.me\/blog\/mastering-the-art-of-social-media-veronica-wasek-at-quickbooks-connect\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"social media (opens in a new tab)\">social media<\/a> in the same way their parents used the telephone.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-engage-with-non-sales-content\"><strong>Engage with non-sales content <\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Similarly, your follow-up connection doesn&#8217;t have to pertain to the product or service in question. Instead, you can slowly build engagement with a prospect in many different ways. For example, consider the following ideas: <br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Sharing free <a aria-label=\"content produced by your team (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/growing-your-business-through-content-marketing-bram-warshafsky-at-quickbooks-connect\/\" target=\"_blank\" rel=\"noreferrer noopener\">content produced by your team<\/a>: thought leadership pieces, white papers, infographics, etc.<\/li>\n\n\n\n<li class=\"\">Sending industry analyses or business insights <\/li>\n\n\n\n<li class=\"\">Asking them to participate in opinion surveys<\/li>\n\n\n\n<li class=\"\">Providing helpful resources and tools like buyer persona templates <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Engaging your contacts with non-sales content is a great way to highlight what your company offers and show that you understand their struggles while giving them something free they can use right away. <br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-follow-up-with-a-clear-intent\"><strong>Follow up with a clear intent<\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Saying, \u201cHey, I\u2019m just checking in\u201d doesn\u2019t really cut it as a sales tactic. Those types of follow-ups don\u2019t tend to yield many results.  <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You should always have a clear reason for following up with a prospect. And here\u2019s a hint: having a simple reason is a perfectly valid reason! It could be as straightforward as sharing a piece of content (like a blog post or a white paper) that you saw and thought they\u2019d be interested in, as discussed above.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s one better: if your prospect is actively pushing their own content online, respond to it and offer your appreciation for their insights and perspectives. That&#8217;s another great and easy reason to continue the conversation. <br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you reach out, it\u2019s important to have a handle on why that content matters to you and your prospect, as well as how it relates to the problems you can help them overcome. Don\u2019t leave those things unsaid \u2014 tell them directly! You should also be ready to suggest the next step, such as offering another meeting or a complimentary demo of your product.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-technology-to-develop-your-follow-up-strategy\"><strong>Use technology to develop your follow-up strategy <\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A <a aria-label=\"customer relationship management (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/your-business-needs-customer-relationship-management-heres-why\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer relationship management<\/a> (CRM) solution is a great tool to help you develop your follow-up plan, keep your <a href=\"https:\/\/www.method.me\/blog\/importance-of-sales-pipeline-stages\/\">sales pipeline<\/a> moving and turn those prospects into paying customers. For instance, a <a aria-label=\"QuickBooks CRM (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks CRM<\/a> like <a href=\"https:\/\/www.method.me\/\">Method <\/a>can help you manage every part of the sales process, including: <br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><a aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">Capturing new leads<\/a> <\/li>\n\n\n\n<li class=\"\">Tracking your interactions with prospects<\/li>\n\n\n\n<li class=\"\">Maintaining a shared team calendar with reminders for follow-up calls and appointments <\/li>\n\n\n\n<li class=\"\">Updating your <a aria-label=\"sales opportunities (opens in a new tab)\" href=\"https:\/\/www.method.me\/blog\/small-business-opportunity-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales opportunities<\/a> as they move closer to closing<\/li>\n\n\n\n<li class=\"\">Creating estimates for prospects without cluttering your QuickBooks file<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">No two prospects have identical needs and goals, and this means that no two sales follow-up processes can be identical. However, there are certain follow-up strategies that can increase your chances of success. With these best practices in mind, your sales reps will be ready to effectively connect with prospects and turn them into loyal customers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every sales rep knows it&#8217;s important to follow up with prospects \u2014 but what&#8217;s the best way to do so? Here are 7 tips for turning your follow-ups into sales.<\/p>\n","protected":false},"author":24,"featured_media":9812,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[49],"tags":[67,173,174],"class_list":["post-9811","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales","tag-sales","tag-sales-management","tag-sales-reps"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Post-Sales Call Practices to Help You Close the Deal &#8212; Method<\/title>\n<meta name=\"description\" content=\"Every sales rep knows it&#039;s important to follow up with prospects \u2014 but what&#039;s the best way to do so? Here are 7 tips for turning your follow-ups into sales.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"After the Sales Pitch: Post-Sales Call Practices to Help You Close the Deal &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Every sales rep knows it&#039;s important to follow up with prospects \u2014 but what&#039;s the best way to do so? Here are 7 tips for turning your follow-ups into sales.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2019-07-09T13:57:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-05T18:53:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/07\/blog-post-sales-call-practices.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"467\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Eilis McCann\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Eilis McCann\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"After the Sales Pitch: Post-Sales Call Practices to Help You Close the Deal\",\"datePublished\":\"2019-07-09T13:57:37+00:00\",\"dateModified\":\"2026-01-05T18:53:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/\"},\"wordCount\":1152,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/07\\\/blog-post-sales-call-practices.jpg\",\"keywords\":[\"Sales\",\"sales management\",\"sales reps\"],\"articleSection\":[\"Sales\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/\",\"name\":\"Post-Sales Call Practices to Help You Close the Deal &#8212; Method\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/after-the-sales-pitch-post-sales-call-practices-to-help-you-close-the-deal\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2019\\\/07\\\/blog-post-sales-call-practices.jpg\",\"datePublished\":\"2019-07-09T13:57:37+00:00\",\"dateModified\":\"2026-01-05T18:53:35+00:00\",\"description\":\"Every sales rep knows it's important to follow up with prospects \u2014 but what's the best way to do so? 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