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Best Practices for Following Up with Leads and Members


The key to closing more sales and then retaining those new members is frequent personal contact at key times. We have developed a Follow-Up Best Practice based on research and what has worked for our customers. For example: One of the top clubs in America closes an average of 400 sales per month! They attribute their success to their dynamic follow-up emails and automatically scheduled phone calls. InTouch Follow-Up automatically schedules follow-up calls and emails for leads and members based on a variety of touch points including: lead age, lead status and the completion of certain actions or events. Additionally, InTouch Follow-Up recommends messaging content that is proven effective… again, based on the success of our customers.

Below is a the communication schedule we recommend.

If they haven't visited the club

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Once they've visited the club

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During a trial

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After the trial expires

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Referral and Retention

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And here is a sample email you can send:

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For a complete list of emails, click here to view this file.