Chapter 13
In This Chapter
Understanding the importance of customer follow-up and re-servicing
Using the 2+2+2 method for follow-up
Following up with booking leads, hosts, customers, and recruit leads
I have found that consistent follow-up can increase a direct sales representative’s income by as much as 50 percent. The more you connect with people and show interest in them, the more likely they will do business with you time and time again.
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:
Party guest > Customer > Host or preferred customer > Recruit
To be sure, not all contacts ultimately progress through that pattern, but it is a common evolution. Implementing a solid system of following up leads to more success in maintaining your customers in the long term, generating higher sales, and having more contacts progress further into that life cycle. Some people leapfrog right over customer and host and become recruit leads. But it is far more common for people to warm up to 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 are considered your warm market, because they already know, trust, and like you. People do business with people they know, like, and trust, so it makes sense to begin marketing your products and building your business with your friendly and open warm market.
Everybody else is your cold market. It’s easier to connect with your warm market, but occasionally people don’t have much of a warm market to begin with or, 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. Once someone becomes your customer, they are part of your warm market. Excellent customer service can make them a “customer for life,” and that’s the way to go, because it is much easier to keep your customers than it is to continually search for new business.
What does it take for people to like you? Well, first they need to be exposed to you and feel like you are someone they want to know. 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 the items they like are on sale, call them. When items you think they might like are featured or there is a good deal, call them again. Take good notes after your conversations, so you can reference those details during future calls. As you really get to know people, they will begin to think of you as their friend — as someone they really know.
To be likable to the people who know you, you must show your good personality and authentically come from a place of service, not sales. When you serve, the sales will come. Specifically, you want to be known as friendly and someone who offers solutions for people’s challenges. Reinforce your friendly image with little extras, such as throwing in free samples when someone places an order or sending thank-you notes for their order.
For someone to trust you, be someone who is reliable, who is known for doing the right thing, and who is trustworthy. You can reinforce your trustworthiness by providing superior customer service. Make sure customers receive their products in a timely fashion and answer any questions they may have. Being trustworthy in business means following up: calling when you said you would call, being on time, and gracefully handling product returns. When customers are unhappy with any aspect of your products or business, acknowledge them and support them by doing whatever you can to correct the situation. You’ll find that when people feel you are really listening to them and hearing their concerns, they will trust you even more.
When people like and trust you, have good commerce 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 to others. When people make referrals, it is 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 will be more likely to refer their friends to you.
Being someone people will want to recommend to their friends is an ongoing goal and requires consistent behavior. Referrals can be a big part of your business, so you may want to offer gifts for referrals. A gift can never replace the know-like-trust part of the equation, but it can be a nice way to thank and incentivize your best customers to continue to send others your way.
Later on in this chapter, you’ll find my 2+2+2 system for placing follow-up calls with your customers and knowing whom to contact when. You’ll read about how to schedule those calls, how to balance all your follow-up calls, so that you build a balanced business, and create other good follow-up habits (using my concept of the Power Hour, also discussed in Chapter 5).
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 capture relevant contact information for calls to your previous hosts and your customer care calls through the paperwork related to your parties and your order tracking. (The Power Hour discussed in Chapter 5 is also essential for this.) With follow-up calls to your booking leads and recruit leads in particular, you need to create a habit for capturing the contact information for these leads. Many of those leads will also come from your parties, but you’ll find that as you grow your business, network, and get referrals, booking and recruit leads will come to you in other ways.
For example, imagine you’ve just come home from your party 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 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 leads is what you reference when you are making follow-up calls. Once you get home, you will want to record in a designated area.
Keep four specific file folders or notebooks to record information that you’ll use for later follow-up — one for booking leads, one for recruit leads, one for current hosts, and one for customers. I used to come home from a party or my errands, go straight to my workspace, take my little slips of paper out, and right then add the details: 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 called. Details like: “Daughter getting married in July. Call first week of August to book a party.”
Booking parties or future appointments is critical to your successful ongoing business. I call bookings the heartbeat of your business because without them, your business will die. And because, by monitoring them, you can track the health of your business.
You meet great potential hosts 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 another quite 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 will be leaving a lot of money on the table.
Your voice will be brimming with confidence, certainty, and enthusiasm. Be sure to call with your booking lead information in front of you so that you can reference the last conversation you had and their reasons for waiting to book a party. For example, she was remodeling her kitchen, or she was moving, or her daughter was getting married. Then invite her to book the party she wanted to host when you met and you two started to get to know each other.
(Here is where you will also ask a few more questions, like how she’s liking it, what colors did she do and so on, to show interest.)
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 boys for practice. There is just no way I could host a party.”
That’s your cue to get more information so you can plan your follow-up and fit her into your calendar later.
Then find out her sons’ names, write down the details about the hockey season, and when you call, reference your previous conversation, and ask how things went.
There is no greater asset in your business than these golden customers who host a party for you. If you treat them right, they will host parties 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. There is no better ambassador for you in the marketplace than your previous hosts.
Due to their special nature, you want to provide incredible service for your hosts. Many representatives have a motto: “Hosts Never Pay Full Price.” In addition to representing the perks a host receives from a party, this motto translates into offering special discounts, gifts with purchase, and even exclusive sales just for your previous hosts. Representatives often have special customer-appreciation events 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 would 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 calls following their orders, you will be able to get everything else you need from your business: bookings, re-orders, more sales, and recruit leads.
According to my years of focus groups and studies, shockingly few independent representatives make follow-up calls to their customers after taking their initial order. This is a shame, because it’s quite likely that your customers don’t order everything they want from your product offerings. If you call them periodically, these customers will invariably order additional products, in addition to re-ordering consumable products they’ve run out of.
So why don’t more representatives make those calls? In my experience, they are afraid they will be seen as pushy. They fear that the customer will resent the call, because she’s 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?
It’s especially important to follow up with recruit leads more than once 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 a party 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 lifecycle from recruit lead to recruit.
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 — or W.
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 a lady who seems excited about joining, and she goes home to tell her husband:
You call her up 24 hours after meeting her:
In that instant, she has gone from H to W. It’s important to engage her, acknowledge the validity of her situation, and make an agreement to follow up with her in the future so the door stays open.
You want to touch base with your W recruit leads about every three months. These contacts are really just temperature reads and opportunities to reconnect, deepen the relationship, and remind the lead that you’re still around.
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. You want to be 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 businesses.
Exception to the quarterly call schedule: Any time your company offers a special promotion related to getting started, you want to call all your Ws to let them know. It’s a courtesy, and even if they don’t join in the moment, it plants the seed for the future and reminds them that you’re watching out for them.
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 with them.
Let’s go back to the example of the lady whose husband wanted her to wait until summer was over before she started a business and explore a different scenario. You call her up 48 hours after you’ve met:
Now, unfortunately, this lead has moved from an H to a C — she is now a cold lead. 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. Call your C recruit leads when you have a new catalog, a great customer promotion, or even to see whether they want to host a party. But not to recruit.
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 systemic 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.
2+2+2 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 2+2+2 Method with increasing a rep’s income by 50 percent!
The first call you make to each customer is two days after they place their order or make their purchase from you, whether that was at a party, online, in person, or by calling you.
The only purpose of this call is to thank the customer. That’s it! You’re not asking for anything. You make this call to demonstrate your gratitude. Simply, thank you:
Tell her when she can expect to receive her order and make sure she knows she can call you with questions. That’s all. The call takes less than a minute, and being brief is important, because you’ll complete more of your calls, and she’ll remember that you are respectful of her time.
Sometimes you’ll call a customer for your thank-you call two days after their purchase at a party and things will go differently. Your customer may have already been talking up your party and your products with her coworkers or friends. Maybe they asked her for a catalog. Imagine what your thank-you call sounds like in those situations?
This is your opportunity to suggest hosting a party with you:
You will be amazed at how often someone like this will book a party. Suddenly your two-day customer-care call has secured another booking.
Or perhaps your customer got home and realized she wished she’d ordered other items. Maybe she gushed to her husband about an item she loved but didn’t get. And he said, “If you loved it, you should just have gotten it!” Imagine your thank-you call in those situations:
Or they say something like this:
This is also your opportunity to suggest hosting a party with you:
You will be amazed at how often someone who had second thoughts and wanted to add to the original order decides to accept your offer to host a party during your thank-you call two days later. Suddenly your two-day customer-care call has secured another booking for you.
Now, what I have found is only about 10 percent of your two-day calls will result in add-on orders, but about 20 percent of these types of calls will turn into parties on your calendar. It’s also important to understand that it’s rare for someone who has realized that they’d like to add to their order to pick up the phone and call you. 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.
People often ask me, “Do I have to make a phone call for every one of these 2+2+2 or can I text or use email?” I always answer that I prefer calling but other communication is fine. For the biggest impact, I recommend always using the phone for this first two-day call.
The second call you make to each customer is two weeks after they have received their order. This call is to provide service. You still aren’t going to ask for an order or a booking. You are showing up to be of service to them as one of your existing customers:
The positive feedback you get during these calls is valuable, because you can use those stories during your presentations or when you’re sharing the benefits of your products with others. Any feedback that is not so positive gives you an opportunity to shine and address any issues. This is your chance to help her correct the way she’s using the product if it’s not optimal, or suggest a different additional product, or help her get her money back if appropriate.
Regardless of how glowing the feedback is, ask how you can help her today and reiterate that you are available and that she should feel free to contact you with any questions going forward.
Here’s the last thing you say:
That last part is crucial, because you’re making a commitment to keep in touch, which will make it more likely that you will actually call. And you’re getting her agreement, so you can feel good about calling to provide excellent service.
Exception: In the rare case that your customer responds to your offer to touch base periodically with something like, “Don’t bother!” or “I’ll call you if I need anything,” consider it a great time saver for you. Just be gracious, agree, thank them, and move on. You may feel a little rejected, but that will pass, and you have just saved yourself a ton of time spent calling someone who isn’t interested in hearing from you (or likely any representative).
The third call you make to each customer doesn’t have to be precisely two months after your second call, but you will want to schedule these for yourself so that you don’t have anyone fall through the cracks. In Chapter 5, where I talk about the Power Hour, you learn a system that can help you stay on track for all the 2+2+2 Methods of customer care, as well as your other follow-up calls to booking and recruit leads.
You’re checking in with a customer who now feels like she knows you better. This call is more of a free-form, touching-base kind of call. The topics are going to depend on what you learned when you originally met along with any details that came up in previous calls.
The more you can engage with your customers and make them feel important the more connected to you they’ll feel and the more likely they’ll be to do further business with you and refer people to you. So, in this third call, you make pleasant conversation about what’s going on in her life:
You can also connect it to an upcoming celebration or event:
That’s it. These calls don’t take much more than about two minutes. The power is in having a systematic approach so that the calls are not random. You’re contacting people on a regular basis and are positioned to have a stronger business and a more professional reputation.
After this third call, especially if your product line is something consumable like food, nutrition products, or skincare, you will want to stick to a check-in call just like this one every two months. If your product is something more like jewelry, clothing, or home decor, you can probably stick to a quarterly call to each customer after you’ve completed the initial 2+2+2 calls.
It’s easier to get new orders, referrals, and new business from happy existing customers than constantly needing to look for new customers. It’s also more gratifying and more fun.
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. Let’s say you want to increase your production in the spring, because you have a fun vacation planned in the summer and want to pay all cash for it. Or maybe your company is running 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 used the 2+2+2 Method and kept in touch with your customers, you’ll be able to increase your sales by going to your current customers to re-service them. To re-service 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.
When you make these calls, lead with a featured product or special. Even if your company doesn’t currently have a special or a featured item, you can highlight a particularly appealing item when you make these calls:
This works well because you’re presenting something specific, which makes it an easy yes for your valued customer. The other reason this works well is that you’re reminding your customer that she can order from you at any time — not just when she attends a party or runs out of product. This awareness helps you provide even better support for your customer.
My findings show that even though you provide a website for re-ordering, 70 percent of people feel they need to attend a party or be in touch with a representative to order. Some representatives feel that when people are on auto-ship, they don’t have to make these calls. But the more your customer feels valued and connected to you, the longer they are likely to stay on auto-ship.
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