Fortune in the Follow Up

Episode #
66
Published on
December 2, 2024

This episode of Referrals Done Right features a segment from a recent Zoom call Scott hosted with a group of insurance agents last week. Host Scott Grates dives into the art and strategy of following up in sales. With actionable advice and real-world examples, this episode is a must-listen for anyone looking to turn more "maybes" into "yeses" by mastering the long game of relationship-building.

What You’ll Learn in This Episode:

  • Why Follow-Up is Crucial: Discover why 70–80% of initial sales conversations end in a "no" and how a strong follow-up process can transform rejections into future opportunities.
  • The Farmer’s Formula: Learn the "Plant, Cultivate, Harvest" approach to building lasting client relationships and nurturing leads over time.
  • The Role of Detailed Notes: Understand the importance of taking meticulous notes and creating organized follow-up plans to ensure no lead falls through the cracks.
  • Thinking Beyond Immediate Sales: Explore how even small transactions can be the start of a valuable, long-term customer relationship.
  • Consistency Wins: Hear why playing the long game and maintaining a value-based approach will lead to sustainable success in sales.

This episode will equip you with the mindset and tools to transform your follow-up strategy and turn every interaction into an opportunity for growth.