Our Services

 Whether you need to build a business development strategy from the ground up, or your team needs a quick pick-me-up and a round of hands-on group training (or anything in between!) – Smart Follow Up has you covered. Each one of our training seminars includes a workbook for team members to complete, which serves as an excellent tool to reinforce learning in and out of the classroom.  

Team Development

Whether you need a single seminar, or ongoing training sessions, I can help train your corporate business development teams using a variety of teaching methods designed for maximum engagement. I will engage your employees with role playing exercises and mock calls, so we can identify growth points and provide meaningful and practical feedback. Seminars can also be designed around specific deliverables and include follow-up sessions to check for understanding and motivate everyone to stick with mastering a skill.

Lead Follow Up Techniques

From email, to voicemail, to video, the lead follow-up process is just as important to get right, and a strategy executed well will save your team and your company significantly in both time and expense. Learn how to craft emails that will be read and not deleted, ingrain voicemail automation as part of your follow up strategy, and create video messages to humanize your teams – all while following applicable compliance and privacy laws.

Inbound & Outbound Lead Generation Strategy

What does lead generation look like in a world without live events (or a limited budget)? How can your team design outbound campaigns, and leverage digital marketing to drive inbound demand? How will calls and follow-up strategy differ from campaign to campaign, and what are reasonable expected outcomes? If your marketing team is asking themselves these questions, I can help you find the answers.

Lead Qualification & Hand Off Techniques

Not every lead is a good fit, and by uncovering the right information upfront your team can streamline the sales pipeline and reduce company time spent prospecting non-starters. From defining customer profiles, advanced questioning and discovery techniques, to discussing sensitive topics like budgets and ROI, build the skills your team needs to deliver high quality leads and improve business development KPIs.

1:1 Coaching & Onboarding

Customized Staff Coaching   •   New Staff Onboarding   •   Inside Sales Manager Coaching

Sometimes you have to call in reinforcements, especially when it comes to making hiring decisions and onboarding new staff. I can provide your employees with 1:1 coaching, or engage with existing staff to ensure the entire team is receiving the support they need and continued employee development. Whether you’re a manager looking to grow your own leadership skills, or you want outside help addressing telephone etiquette and call anxiety, I can help alleviate common skill gaps and team-specific concerns.

Let's Work Together

With smart follow up techniques, meeting your KPIs doesn’t have to be a struggle. Schedule a free 30 minute consultation to start building your custom plan.