Chapter 17
IN THIS CHAPTER
Understanding the importance of customer follow-up and reservicing
Using the 2+2+2 method for follow-up
Following up with booking leads, hosts, customers, and recruit leads
Consistent follow-up can increase a direct sales rep’s income by as much as 50 percent. The more you connect with people and show interest in them, the more likely they’ll do business with you time and time again. During the pandemic, this percentage actually increased for two reasons:
When follow-up is part of your business, your customers will connect with you. They’ll see you as their person for whatever your product line is. In a world where shoppers have many options, effective follow-up is a great way to make them feel like they’re where they’re supposed to be — with you.
In direct sales, your consistent business activities put you in contact with leads — people who show interest in your offerings. You have to cultivate and develop your leads in order for your business to grow. This chapter discusses how to provide good customer service for your customers and leads:
Here is a common life cycle, or progression, of contacts:
Referral or event guest → Customer → Host or preferred customer → VIP → Recruit
To be sure, not all contacts ultimately progress through that pattern, but it’s a common evolution. By implementing a solid follow-up system and then following up with leads, you’ll maintain your customers in the long term, generate higher sales, and have more contacts progress further into that life cycle. Some people leapfrog right over customer and host and become recruit leads. But it’s far more common for people to warm up to you as they develop trust in both you and your business over time.
When you begin your direct sales business, your family and friends are naturally your first customers and/or hosts. They’re considered your warm market, because they already know, like, and trust you. People do business with people they know, like, and trust, so marketing your products and building your business with your warm market makes sense.
Everybody else is your cold market. Although connecting with your warm market is easier, people occasionally don’t have much of a warm market to begin with. As they grow their business, they find themselves needing to rely on making new cold contacts to expand their network. The beauty of cold contacts is that they warm up as you do more follow-up and get to know them. As soon as someone becomes your customer, they’re part of your warm market. Excellent customer service through follow-up can make them a customer for life, which is the way to go because it’s much easier to keep your customers than it is to continually search for new business.
The following sections cover things you can do to develop your warm market.
What does it take for people to like you? Well, first they need to be exposed to you and feel like you’re someone they want to know, so make sure you take the time to get to know them, find out what their interests are, what their children’s interests are, and what they enjoy most from your product line. When items they like are featured or are on sale, contact or reach out to them. Take good notes after your conversations, so you can reference those details during future contacts. As you get to know people, they’ll begin to think of you as their friend — as someone they know. Creating fun posts or videos on social media showing your personality will pull people towards you and make them want to get to know you.
When people like and trust you, have good experiences with you, and feel like you’re consistent, they’re more open to referring their friends to you. The bar is higher with referrals than with sales: People need more to go that next step and recommend you. When people make referrals, it’s their own reputation on the line. When they feel they can trust you to take care of their friends as well as you take care of them, they’ll be more likely to refer their friends to you.
The first step to making sure you’re conducting effective, consistent, and profitable follow-up is to capture the leads as they come in. You must record relevant contact information for your previous hosts, your customers, and recruit leads associated with your events. The 2+2+2 system, which I discuss in the section, “Removing the Guesswork: Using the 2+2+2 Method of Follow-Up,” later in this chapter is a great way to do this. You need to create a habit for capturing the contact information of these leads. Many of these leads will come from your events, but you’ll find that as you grow your business and network and get referrals, booking and recruit leads will come to you in other ways as well.
For example, imagine you’ve just come home from your event with a booking lead — or even from grocery shopping where you met someone you now consider a booking lead. What does it mean to capture that lead? It means that you immediately get that person’s contact information, along with some details about the person, while they’re still fresh in your mind. This collection of information is what you reference when you’re following up. As soon as you get home, track the information in a designated area.
I used to come home from a party or my errands, go straight to my workspace, take out my notes, and add the details into my chosen system. I included the following about the person: name, where I met them, any information on what they were most interested in, anything they told me about their family, and so on. All the information I needed was right there, at my fingertips. For people who had asked me to call them later for some reason, I’d include the details so that I’d be able to reference them when I reached out. Details like: “Daughter getting married in July. Call first week of August to schedule an event.”
Booking events or future appointments is critical to your successful ongoing business. I call bookings the heartbeat of your business because without them, your business will move at a much slower pace. By monitoring them, you can track the health of your business.
You meet great potential hosts, people who want to introduce you to their circle of influence, all the time, but often they don’t want to commit to a date. Perhaps they don’t have their calendar with them or they have a legitimate reason why they prefer that you contact them at a later date to schedule. People are busy these days. But if you don’t make a practice of effectively capturing leads and following up as promised, you’ll be leaving a lot of money on the table.
The following examines what you need to remember about being prepared and the how-to of following up.
To protect yourself from forgetting, to develop a reputation of being dependable, and to maximize your earning power, you must have a reliable plan for follow-up that doesn’t rely on your memory. Regularly following up includes consistently reaching out to booking leads, even when you’re not feeling desperate for bookings.
When you connect, make sure your booking lead information is in front of you so you can reference the last conversation you had and their reasons for waiting to host an event. Your voice will be brimming with confidence, certainty, and enthusiasm. For example, the booking lead was remodeling their kitchen, they were moving, or their daughter was getting married.
Here is where you’ll also ask a few more questions, like how they’re liking it, what colors did they do, and so on, to show interest. Then you continue with:
Or, you may start with:
You: “Were you wanting an online event or an in-person event?”
Then proceed with the choices.
When you meet an interested person and they tell you that now isn’t a good time to book an event, but they are interested, pay attention and gather information about them so that when the time is right, you can call, have a personalized conversation, and help them get an event scheduled on your calendar.
You may hear things like, “I’d love to, I just can’t right now because during hockey season, I’m at the rink early every morning with my kids for practice. There is just no way I could host an event.”
That’s your cue to get more information so you can plan your follow-up and fit them into your calendar later.
Then find out what their kids’ names are, write down the details about the hockey season, and when you call, reference your previous conversation, and ask how things went.
The golden customers who host an event for you are the greatest asset you have in your business. If you treat them right, they’ll host events again and again and will lead you to a never-ending stream of referrals. Happy hosts will recommend you to their friends and will sing your praises. You have no better ambassador in the marketplace than your previous hosts.
Due to their special nature, you want to provide incredible service for your hosts. Many reps have a motto: “Hosts Never Pay Full Price.” In addition to representing the perks a host receives from an event, this motto translates into offering special discounts, gifts with purchase, and even exclusive sales just for your previous hosts. Reps often have special customer-appreciation events that they host around the holidays and to make their previous hosts feel special, they sometimes hold a separate event just for them.
You want to create lifelong, repeat, satisfied customers, and the best way to do that is to provide excellent customer care. What might be a one-time customer can become a repeat customer, who later becomes a host, and possibly even becomes your recruit someday. Happy customers will refer other customers to you and help you grow a more successful business.
When you master a system of providing consistent and excellent customer care that’s focused on effective and well-timed customer-care contacts following their orders, you’ll be able to get everything else you need from your business: bookings, reorders, more sales, and recruit leads.
According to my years of focus groups and studies, shockingly few independent reps make follow-up calls to their customers after taking their initial order. That’s a shame because it’s quite likely that your customers don’t order everything they want from your product offerings with their first order. If you reach out periodically, they’ll invariably order additional products, in addition to re-ordering consumable products they’ve run out of.
So why don’t more reps make those calls? In my experience, they’re afraid they’ll be seen as pushy. They fear that the customer will resent the call because they already placed a large order. That’s an understandable fear, but it’s unwarranted. In fact, the flip side might shock you. I’ve heard things like the following statements:
Imagine how much you could distinguish yourself and how much more business you could generate if you behaved with a level of professionalism that included showing your gratitude for each customer’s business and providing excellent, ongoing customer service?
Making sure you follow up with recruit leads more than once is essential because timing is everything. Circumstances change, and you want to be checking in with people who at one time have expressed an interest in the business. They may not be ready today but they may feel differently in the weeks and months to come.
Recruiting is a numbers game. On average, whether you meet them at an event or in some other way, about one in ten recruit leads will join your business at some point. To ensure that you don’t miss out on great potential team members in the future, your follow-up system needs to factor in this potentially long life cycle from recruit lead to recruit. As soon as someone has shown interest, they’re a hot lead. You want to follow up within 48 hours. The conversation that ensues will determine whether they become a warm lead or a cold lead. In the following sections I discuss how you can follow up with warm and cold leads.
To maintain an accurate picture of which recruit leads are most likely to join your team in the next 30 days, you want to assign them as hot leads — labeled H — or warm leads — labeled W, which I describe in greater detail here. I discuss cold leads — labeled C in the section, “Brrr! Cold recruit leads” later in this chapter. This is different from warm and cold customer leads. This refers to the level of interest the recruiting prospect is showing.
People who request information on the business or take a business-information packet at a party are definitely Hs. Write an H next to their contact information and contact the hot lead within 24 to 48 hours. If you don’t follow up with them in that time frame, they become a lot less hot. Schedule the call so you don’t forget and make sure you call them during that period, no matter what.
Here’s an example of the type of thing that happens a lot and why your hot lead can appear to have had a complete change of heart. You meet someone who seems excited about joining, and they go home to tell their spouse:
You call within 24 hours after meeting the lead:
In that instant, the lead has gone from H to W. It’s important to engage them, acknowledge the validity of the situation, and make an agreement to follow up in the future so the door stays open.
You: “I completely understand. That makes sense, and I want you to start at a time when you’ll really be able to give it the attention that it deserves. How would you like it if I just keep you updated on any relevant specials that come up? I’ll just touch base periodically and definitely reach out in the fall. How does that sound?”
Most people you recruit will be warm leads. Having people just decide to join your team after one meeting with you is uncommon. The vast majority of your new recruits will come as a result of your consistent and repeated follow-up.
Have a simple conversation around questions like the following:
Timing is crucial when following up with recruit leads because people’s lives change all the time: job changes, moves, marriages, separations, new children, health changes — any number of things. Stay ahead of that curve because when they’re ready to try something different or their needs change, you want to have recently been in contact with them so that they feel comfortable calling you. You want to be in their minds when they consider earning extra income or changing their routine by starting a business.
In this call regarding the special promotion, acknowledge that you don’t know whether the timing is even right for them, but you didn’t want them to miss the special. Sometimes the timing of these calls will be ideal and on some of those calls the W will say something like, “I can’t believe you’re calling me today because actually… .” Your timing is sometimes coincidentally so good, the lead feels like it was meant to be.
Most people are looking for ways to make more money and for solutions to their current challenges. Your business could be a great fit for a lot of the people you meet and who see the potential as long as you stay in touch.
The following section focuses on the recruiting prospect who, after looking over the information, says they have no interest at all in the opportunity. They become a cold lead after you’ve done the initial follow-up. You still want to acknowledge that they had some curiosity when you first met them.
You call this lead 48 hours after you’ve met:
Now, unfortunately, this lead has moved from an H to a C. You don’t need to keep calling cold leads to bug them about signing up. You do keep their information among your recruit leads, but you follow up more generally about other aspects related to them being your customer.
Some reps neglect to call, not just because they fear being pushy, but because they’re also overwhelmed with when to call, how to call, and what to say when they do call. My 2+2+2 Method solves this issue by providing a systematic approach that takes the guesswork out of when to call and what to say. When combined with the Power Hour (see Chapter 5 for more), the 2+2+2 Method will catapult your business.
The 2+2+2 Method helps increase your sales, bookings, and recruiting by ensuring that you contact your customers at predetermined intervals that are proven to be optimal times to connect with them. Some estimates attribute the method with increasing a rep’s income by 50 percent!
Because more and more people are having such great success with their online community groups, you won’t need to follow up every two months because you’ll be engaging with them on a regular basis. You want to get them in your group ASAP, so that you can build a strong relationship right from the start. The following sections examine how you can use the 2+2+2 Method in your follow-up.
The first contact you make to each customer is two days after they place their order or make their purchase from you, whether at an online or in-person event or through an order on your website.
“Hi, Jordan! This is Belinda, I just wanted to say what a pleasure it was meeting you at Alicia’s house (or at the online event), and I wanted to thank you again for your order.”
Tell the customer when they can expect to receive the order and make sure they know they can call you. That’s all. The call takes less than a minute, and being brief is important because you’ll complete more of your calls and the customer will remember that you’re respectful of their time.
I’ve found through the focus groups that I’ve conducted that things stay exciting or top of mind for about three days. After that, the interest fades. That’s true of a great restaurant you ate at, a concert you attended, or a pair of shoes you passed on. It’s also the case with any customer you acquire through online marketing, networking, or the event your customer attended.
Sometimes you’ll call a customer for your thank-you call two days after their purchase at an event and things will go differently. Your customer may have already been talking up your party and your products with their coworkers or friends. Maybe they asked for a catalog. Imagine what your thank-you call sounds like in those situations?
“I was talking to my friends and a few people from work asked whether I could bring in a catalog. Could you send me one?”
That’s your opportunity to suggest hosting an event with you:
“Sure, Jordan, I can send you a catalog. But to be perfectly honest, your best bet would be to host an event, just like Cindy did. You already have friends who want to order, and I would much rather give you the credit for those orders instead of me just taking the orders.”
You’ll be amazed at how often someone like this will book an event. Suddenly your two-day customer-care call has secured another booking. I’ve found this to be about 20 percent of the time.
Or perhaps your customer got home and realized they wished they’d ordered other items. Maybe they gushed to their partner about an item they loved but didn’t get. The partner responded, “If you loved it, you should just have gotten it!” Imagine your thank-you call in those situations:
“Is it too late to add onto my order? Because I wanted to go ahead and get _______.”
Or they say something like this:
“I was talking about it with my partner, and I do want to get that cookware. I thought it might be too much to spend, but we agreed to go ahead and get it.”
This is also your opportunity to suggest hosting an event with you:
“Well, Devon, would you like to go ahead and book an event so that you can get that cookware half off?”
You’ll be amazed at how often someone who had second thoughts and wants to add to the original order decides to accept your offer to host an event during your thank-you call two days later. Suddenly, people are so impressed with your attention to customer service that it increases their trust in scheduling an event with you.
What I’ve found is only about 10 percent of your two-day follow-up calls will result in add-on orders, but about 20 percent of these types of calls will turn into events on your calendar. Understand that it’s rare for someone who has realized that they’d like to add to their order to reach out to you after the fact. They presume it’s too late. Plus, people are busy and they forget. Your two-day thank-you call provides an easy opportunity for them to update their order — and you’re already providing superior service to them.
The second follow-up contact you make to each customer — usually made through email or text — is two weeks after they’ve placed their order because by then they’ll have received it. Some people refer to this as the out-of-the-box call. This contact is to provide service. You still aren’t going to ask for an additional order or a booking. You’re showing up to be of service to them as one of your existing customers.
Regardless of how glowing the feedback is, ask how you can help and reiterate that you’re available and that they should feel free to contact you with any questions going forward.
Here’s the last thing you say:
and/or
“I value you as a customer, and customer service is very important to me. From time to time, I’d like to touch base with you to see if there’s anything else I can do to take care of your needs. Would that be okay with you?”
That last part is crucial because you’re making a commitment to keep in touch, which will make it more likely that you’ll actually connect. And you’re getting their agreement so you can feel good about connecting to provide excellent service.
If a customer, for some reason, hasn’t joined your customer community group, then connecting with them about two months later is important. This will help continue to build the relationship and let them know you’re there to take care of their ongoing needs.
For the most part, people will join your customer community group, which is where the magic happens. It allows you to build your relationship right from the beginning of the customer journey. This also replaces having to make the two-month connection as an ongoing connection to customers because they’ll be informed automatically of new products, specials, testimonials, and overall benefits of your products.
Keep these two things in mind:
Getting new orders, referrals, and business from happy existing customers is easier, more gratifying, and more fun than constantly looking for new customers.
In fact, when you have a large, satisfied customer base, including previous hosts, you also have a ready marketplace at your fingertips for when you want to increase sales for any reason. Say you want to increase your production in the spring because you have a vacation planned in the summer and want to pay cash for it. Or maybe your company has a promotion, and the sales thresholds for that trip or reward are just a tad higher than what you normally average.
In both cases, if you’ve use the 2+2+2 Method and kept in touch with your customers (refer to the section, “Removing the Guesswork: Using the 2+2+2 Method of Follow-Up,” earlier in this chapter), you’ll be able to increase your sales by returning to your current customers to reservice them. To reservice is to go back and take replenishment orders (in the case of nutrition, food, skincare, and so on) or to secure additional orders from an existing customer.
Don’t count on your customer community group to do all your work. Continuing to build that personal relationship, especially with your super fans, will help create a customer for life.
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