You’ve just hung up the phone after a productive call with your prospect. But what are your next steps? Do you log the meeting notes in your CRM and move on to the next task for the day?
If that’s your go-to, post-call routine, you might be missing a valuable step: sending a recap email.
连接，发现或演示呼叫后的回顾电子邮件使对话保持在您的潜在客户的顶部，并以三种重要的方式加强了下一步：
- Emails crystallize the highlights of your meeting.Even the most engaged prospects occasionally forget details -- and distracted or impatient buyers will retain even less. The email reinforces key takeaways from the meeting and increases the likelihood the prospect will remember main points from the discussion.
- Sales email templates（如下所示）让您有机会确认下一步。引用下次会议的特定日期和时间可以提醒前景，激励他们将会议添加到日历中，并减少他们会鬼的机会（尽管我们有电子邮件模板for that too).
- Recap messages add value.As you dive deeper into your prospect’s situation, goals, and pain points, you’ll get a better sense of how you can help them. Every recap message is an opportunity to provide a tip or offer a relevant resource. Not only does this demonstrate the value you can provide, it solidifies your role as a trusted advisor.
5个回顾电子邮件模板在您的销售电话后使用
1.调用回顾
连接电话通常用于与买家建立关系。大多数相对简短。
In your follow-up email, reiterate the main challenge or objective you identified and some relevant advice. Attach a useful piece of content if you have one.
要加深您在通话上建立的融洽关系，请提及通用性或谈话点。
模板：
Hi [prospect name],
感谢您分享您今天早些时候在[Prospect's Company]角色的一些见解 - 更不用说，与我谈论[共同性或融洽的建设bob全站app点]。
回顾一下，您目前[在X Challenge中挣扎，试图实现Y目标]。我建议[策略或快速提示]。所附的资bob体育苹果系统下载安装源涵盖[主题]也可能会有所帮助。
让我知道我是否可以回答有关此内容和/或我的建议的任何问题。I’m looking forward to speaking again on [date and time].
最好，
(你的名字)
Example:
嗨，罗斯，
感谢您分享您今天早些时候在牙齿卓越上的角色的洞察力 - 更不用说了，给了我机会，让我有机会了解漫威漫画。
To recap, you’re currently struggling to compete with corporate practices. I’ve suggested a new marketing campaign focusing on the unique patient-dentist relationship you can provide. Here are two blog posts from our team that may help:
- 10 Ways to Make Your Clinic’s Waiting Room More Family-Friendly
- How to Improve the Patient Experience From Start to Finish
让我知道我是否可以回答有关此内容和/或我的建议的任何问题。我期待明天上午10点再次讲话。
最好，
Phoebe
2. Touch base recap
在漫长的电话或音调会议之后，您并不总是跟进潜在客户。快速致电后，发送后续电子邮件回答问题或查看它们在此过程中的进步同样重要。
Don’t skimp on these emails. Offer just as much content and value as you would after a demo, and reinforce that you’re always happy to answer more questions.
模板：
Hi [prospect name],
I really enjoyed answering your questions this morning and taking a deeper dive into how we can help you overcome [challenges discussed in conversation].
Here’s [resource #1 and #2] that demonstrate how we can help you boost [business goal] and solve [business challenge].
Looking forward to our next meeting on [date and time]. In the meantime, let me know if you have any questions and I’d be more than happy to chat.
最好，
(你的名字)
Example:
Hi Rachel,
I really enjoyed answering your questions this morning and taking a deeper dive into the challenges Geller Computers is having developing your sales team.
Here are the Top 20 Tips for Recruiting Stellar Sales Reps and Ultimate Guide to Sales Training that demonstrate how we can help you increase the efficiency of your sales team and boost revenue.
期待我们的下一次会议将于10月12日上午11:00 ..同时，让我知道您是否有任何疑问。
最好，
Ross
3. Meeting recap
Your post-discovery email should tell the buyer you’re on the same page so they feel confident moving forward. Summarize the most important things you learned from the conversation: Their high-level challenges, the tactical suggestions you provided, and the mutually agreed-upon next steps.
模板：
Hi [prospect name],
Thanks for a productive conversation today. We discussed the [obstacles you’re facing in X area, progress you’re hoping to make with Y initiative, changes you’re implementing to Z], specifically:
- [点＃1]
- [点＃2]
- [点＃3]
I’m linking to more information on those points and potential solutions.
As mentioned, the next step is X. I’ll [talk to you, look for your email, see you at our meeting] on [date and time].
最好，
(你的名字)
Example:
你好乔伊,
Thanks for a productive conversation today. We discussed the challenges you’re having with your sales compensation plan, specifically:
- Strategic misalignment
- Inadequate rewards for your top salespeople
- Declining efficacy of contests and SPIFs
I’m linking to more information on those points and potential solutions.
我们的下一步是循环介绍您的销售总监，并带她完成我们设计的计划。我将在1月10日中午在您的办公室见。
最好，
雷切尔
4. Demo recap
At this point, the buyer should understand how your product will improve their life. Reemphasize this vision of a better future by quickly summarizing two to four features they’ll get the most value from.
如果他们需要从团队的另一名成员那里获得买入，请考虑附加一些可以加强其案件的资源。bob体育苹果系统下载安装
最后，与您的下一次预定会议一起确认任何动作项目。
模板：
Hi [prospect name],
Thanks for [taking a look under the hood with me, exploring a potential partnership] today. It seems like [product] is a good fit for [you/your team], especially in these areas:
- [功能＃1]：将允许您[完成X目标]
- [功能＃2]：将为您提供帮助[Y挑战]
- [Feature #3]: Will mitigate [Z issue]
You mentioned you’ll need to run this by [other stakeholders’ names, decision maker’s name], so I’m attaching two resources: [Helpful product resource] and [helpful product resource].
The next step is [action item]. Please let me know if you have any questions. If not, I’ll talk to you on [date and time].
最好，
(你的名字)
Example:
嗨，钱德勒，
感谢您今天和我一起看一下。我们的可持续发展咨询服务似乎非常适合Hugh服装。这是我们讨论的主要解决方案：
- We’ll help you go carbon-neutral, which our research shows 87% of your customers care about
- We’ll put together a sustainability report highlighting areas of improvement in your environmental policies
- 我们将审核您的废物以找到节省成本的领域
您提到您需要与老板讨论这一点，因此我将附加以下资源：Joe Threads的案例研究，在线男士零售空间中的另一家公司以及当前客户的一些证明。bob体育苹果系统下载安装bob全站app
The next step is discussing a timeline for getting started. Please let me know if you have any questions. If not, I’ll talk to you on Wednesday at 4:15 p.m.
最好，
莫妮卡
5.反对处理回顾
Sometimes, you have one of those calls where you can sense your prospect getting cold feet. Maybe they’re letting another colleague talk them out of your solution or perhaps they’re just having an off day. It’s your job to soothe their fears on the phone, and then follow up with an expertly crafted email immediately after.
模板：
Hi [prospect name],
Thank you for your time today and for expanding on [X goal and the Y challenges you’re facing] and the concerns you’re having about the feasibility of solving this problem.
这是我们讨论的最重要的解决方案：
- Potential solution #1
- Potential solution #2
我很高兴我们同意这些可能是[Prospect的公司]的有益解决方案。bob全站app这是我们独特地定位以帮助您实施这些解决方案的两种方式：
- 唯一价值主张＃1
- 独特的价值命题2
让我知道您是否对所附信息有任何疑问。我期待[您的电子邮件，与您交谈，我们的会议] [日期和时间]。
最好，
(你的名字)
Example:
Hi Janice,
Thank you for your time today and for expanding on your goal to increase customer NPS, and the difficulties you’re having with improving customer service and experience. I also appreciate you sharing your concerns about Geller Industries’ ability to solve for those challenges.
这是我们讨论的最重要的解决方案：
- Create a knowledge base to provide customers with answers to frequently asked questions.
- Add a chat feature to your site so customer support specialists can provide quick service and solutions to your customers.
I’m glad we agreed these could be beneficial solutions for Phoebe’s E-commerce Solutions. And here are the ways Geller Industries is uniques positioned to help you implement these solutions:
- 我们拥有5000多名行业专业人员的现有知识库，以帮助您更好地为客户提供服务。
- We have the fastest and most intuitive chatbot in the market.
让我知道您是否对所附信息有任何疑问。I look forward to meeting with you and the VP of Customer Success next Wednesday, October 3 at 1:00 P.M..
最好，
Chandler
A concise, well-written recap email helps the buyer keep track of the main points of your call. It also makes you look more organized, methodical, and in control, which can boost their confidence in you.
更好的是，有了这些模板，寄出一个不应超过10分钟。
Originally published Sep 21, 2018 6:37:00 PM, updated June 10 2021
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