Top Tips for Prospect Follow-Up

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Effectively converting prospects into opportunities depends on a strategic follow-up strategy. Here are some concise, yet impactful tips:

Prioritize quality, not quantity: Keep messages short and relevant to avoid overwhelming potential customers (consider a TL;DR format).
Keep a conversational style: Avoid sounding like a sales pitch or listing features. Use a friendly, casual tone and focus on building relationships rather than pushing for a sale right away.
Harness the power of AI: Use AI to create messages, incorporate phone leads customer stories, research roles and accounts, summarize LinkedIn profiles, and more.
Personalize your messages: Tailor your follow-up messages to address each prospect’s unique needs and interests. Generic messages can come across as impersonal and may decrease engagement.
Take a multi-channel approach: Use multiple communication channels, such as email, phone calls, social media, and even text messages, to reach out to your prospects. Different prospects may prefer different channels. Check out the pro tips below for resources to nurture your leads.
Include a clear call to action (CTA): Clearly state the desired next step in your follow-up communications. Whether it’s scheduling a call, attending a webinar, or trying out a demo, make it easy for prospects to take action.
Communicate a strong value proposition: Make sure you present a compelling value proposition that clearly illustrates why potential clients should choose to work with you over other partners. Showcase our established relationship, your specialized expertise, additional services offered, and the key industries you serve. With many options available to potential clients, your value proposition should shine and differentiate you from the competition.
Recommended reading: Check out our call scripts for more tracking tips and tricks.

Converting prospects into opportunities
After reaching out and qualifying a lead, it's time to convert them into an opportunity. Here's how:

After accepting the lead, fill out the required fields on the form to provide the Zendesk team with information about the opportunity.

Click the Convert to Opportunity Record button. The lead will move from Opportunities → Opportunities Pending Approval and will be sent to a Zendesk representative for approval. Once approved, the lead will move from Opportunities → Open Opportunity Records and Zendesk will work with your team to complete the deal.
Ready to take action?
After adding your unique tracking link to any Zendesk.com web page with a lead generation form, log in to Partner Connect to review your leads. Accept or decline as needed and follow up to create opportunities. Together, we can turn these leads into successful deals and achieve mutual success.