Team Training 4 Diamond!

Team Dawn Vaughan

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Creating a Customer Follow Up Binder

I've recently created a Customer Follow Up Binder, which is a simple system for using to follow up with prospective customers and ambassadors.

You'll need:

* A binder

* Index tabs A-Z

* Index tabs 1-31

* Copies of the Customer Follow Up Sheet

For each prospective customer or ambassador that you talk to, fill out a Customer Follow Up Sheet for each one, punch holes, then file it in your binder.  The best way to do it is to file it 7-14 days from the day you first talk to them under the Index Tabs 1-31.  For instance, if you talk to them on the first of the month, then put their sheet on day 7 or day 14.  Each time you talk to someone, fill out a sheet IMMEDIATELY after and file it in the appropriate day. 

Then each day (for example, if today is March 1 then turn to Day 3 under your index tabs) turn to the day of the month and simply contact each person whose sheet is filed on that day.  Then, note the date you talked to them on the sheet and then file it 7-14 days ahead again.  If you talk to someone and they definitely tell you they're not interested, then file their sheet alphabetically in the index tabs A-Z and in a few months, check back with them again.  You never know- people's circumstances change all the time and though, they may not be interested right now, they might be in a few months!

This is a very simple system but it does take a little time and effort to run it smoothly.  Simply take a few minutes each day and you'll never let another prospective customer or ambassador "fall through the cracks"!

Inviting and Following-Up

Follow Up

There's an old saying:  "The fortune is in the follow-up!"  And it's definitely true! 

Why go through all the trouble of contacting someone, adding them to the Happy Hour group and then never ask them what they thought of it?  That's ALL Follow-Up is... asking your friend what they thought of the products and/or the business opportunity and giving them your website link!

While persistence is a key component, messaging is perhaps even more critical. Prospects are bombarded with emails and other tasks competing for their attention. How can we write a note that stands out enough to get a response?

Follow-Up Email Or Voice Message or Voice Mail After Adding them to the Group

Hi Rebecca,

I'm so glad you allowed me to add you to our group!  Did you have a chance to look at the post I tagged you in?  What did you like about it?  I really think this could be the answer to your problem with __________________.

You may not be ready to order or join, but here's my website link:

I'm always available if you have any questions.  Want to get together for coffee on Thursday?  I'd love to visit!

The Second, Third, and Fourth Attempt
Don’t just stop with one follow-up email. Follow up on your follow-ups! Persistence is a virtue in sales, and it can pay off.

I can’t tell you how many times I was persistent and when I finally reached the person they were very grateful.  Basically don’t give up unless the person tells you to stop calling.

It’s important to add value in each follow up attempt. There is a fine line between being a pest and being persistent. Being persistent without adding value is worthless.

With that in mind, here’s a sample for a second follow-up.

Hi Jane, this is Dawn calling. I am calling to find out if you've had a chance to look at the posts I tagged you in?  I really want to help and I think this is the solution to your problem with _________________

I’d love to help you get started. Do you have time for a 30 minute call on [weekday] at [time] or [weekday] at [time]? Give me a quick call back to schedule at [phone number] or send me an email at [email address]. Have a great day!

Still no luck? Try this third contact follow-up email.

Hi Kyle,

I know you're so busy! I want to be sure you know you had a chance to look at the post I tagged you in?  It's a great way to make some income on the side.  Do you have time for a call on [weekday] at [time] or [weekday] at [time]?

Let me know which of these times is convenient for you or send me a few that work for you. I look forward to talking with you.


If you haven’t heard back by now, frustration is bound to start creeping in. But don’t give up -- here’s a fourth contact voicemail sample:

Hi Kevin, this is Dawn. I am sorry we haven’t been able to connect. When we met, you were very interested in increasing your income. I know how busy things can get with work and family. I want you to know that I don’t mind scheduling a call before or after work hours if that would make it easier. Just let me know what works for you. I don’t want to be a pest, but I do want to make sure we have an opportunity to talk if you still want to get started.

If this gets no reply, should you throw in the towel? Here's a creative suggestion.

If you have had absolutely no response reach out on social media and comment on a few posts they've made.  Sometimes this can trigger their memory and remind them to respond. 

Or try by phone or email in about two weeks.  Many times people who don’t respond to their email will respond to a voicemail or even a voice message on Facebook. More times than not, you'll find out they haven’t received your emails. That is why leaving a voicemail or voice message works and mention that you sent them something by email.


Instructions for Inviting People to Review Your Business

Here’s what you’re NOT going to be doing: you’re NOT going to be “pitching” people and trying to dazzle the world with your wisdom and all you know about the business ;)  That approach will feed your ego but steal from your bank account!  You’re going to learn a simple rule about inviting:

Rule NUMBER ONE:  You must emotionally detach yourself from the outcome.  This is extremely important. 
Remember this simple analogy:  be a waitress serving coffee.  She goes to each person and asks if they want coffee.  Some people say yes and some people say no.  Does she get upset if someone says no?  NO- of course not!  She just goes on to the next person.  And you know what… sometimes the people that originally said no, will change their minds and ask for some coffee after all.  “Be the waitress” as you ask people if they will look at something for you.  If they say no, don’t worry about it!  Just thank them for their time and move on to the next person.  You never know when one of those people will come back to you, sometimes months later, and ask if they can look at your business after all! 

NOW you’re ready to invite!

Get your Contact List and call or send a private message or email to 5-10 (no more than this) of your contact list one of these messages (depending on the situation).  These are only ideas to get you started;  you know these people so you'll know what to say to them :)

  • Hi ______________.   When you told me you (hate your job, need more money, wanted to find a new house, etc.), were you serious or were you just kidding around? I think I’ve found a way for you to (get it/solve the problem/make that happen). Can I add you to a group that can explain it and then tell me what you think?

  • I think I’ve found a way for us to really boost our cash flow.  Can I add you to a group that can explain it and then tell me what you think?”

  • When I thought of people who could make an absolute fortune with a business I’ve found, I thought of you.  Can I add you to a group that can explain it and then tell me what you think?”

  • Let me ask you a question.  If there was a business you could start working part-time from your home that could replace your full-time income, would that interest you? Can I add you to a group that can explain it and then tell me what you think?”

  • “I’ve just started a new business and I’m really nervous.  A friend told me the best thing I could do when starting a business is to have people I respect take a look at it and give me some guidance. Can I add you to a group that can explain it and then tell me what you think?”

  • “I’ve started a business with a product I think makes a lot of sense, but I’d like to get your input.  Can I add you to a group that can explain it and then give me your opinion?”

If they’re not in your area, you could use this:

  • “My company is expanding in your area.  Can I add you to a group that can explain it and then tell me if you think it would work where you live?”

Then when they reply “yes”, add them to the Health and Happiness Happy Hour group:

If they say no, simply thank them for their time and say something like:

  • “The business I’m in clearly isn’t for you, but I wanted to ask, who do you know that is ambitious, money-motivated, and would be excited about the idea of adding more cash flow to their lives?”

  • “Who do you know that might be looking for a strong business they could run from their home?”

They will usually respond with at least a few names you can add to your contact list. ALWAYS be adding names to your Contact List!

Keep a notebook or a binder (scroll down to see how I do mine) or an excel spreadsheet of the people you've contacted with all their contact info as well as the date you first contacted them, what their response was (if any), and a reminder of when to follow up with them next and DO IT.  Follow the rules below for following up with them.

If a customer orders, be sure and continue following up with them to see how they're doing and to make suggestions if something isn't working for them.  Do this every couple of weeks.