Money – Booking The Deal Now Scripts
Team,
Please use the following process to ignite 🔥 a sense of urgency to book the deal now. (Timeline: Could be Today, this Friday, 2nd Friday of the month or last Friday of the month, the sooner, the better.)
The Reason: Many times, I have sent an email to a reseller asking – “Have you heard from the customer regarding the last quote sent?” Common Reseller Response: “I haven’t heard anything.”
Try these proven email strategies to help seal the deal.
Email:
To customer: Sally
CC: Other customer team members and the Reseller
Subject: Following up to see if you received the PRODUCT quote?
Hi Sally,
Hope you are well!
I’m following up to see if you received the quote for the PRODUCT?
Thanks,
(Depending on how the customer responds, you can take direction for the next step in the dialogue. If they received the quote, you can ask if there are any questions, if they would like to schedule a call to discuss and if you can get the PO by X. If they did not receive the quote, that is an issue with the reseller. The email should light a fire and the reseller should get the quote out. If not, ask the customer if you can provide another reseller. Work through the process to ensure the customer has what they need in order to book the deal as quickly as possible. Get the deal off the street.)
If the deal is required to go out to bid: Follow similar email language as above. (Do this 1-2 days prior to the bid closing to ensure the bid does not get canceled due to a lack of qualified bids)
Email:
To customer: Sally
CC: Other customer team members
Subject: Following up to see if you received enough bids for the PRODUCT?
Hi Sally,
Hope you are well!
I’m following up to see if you received enough bids for the PRODUCT bid?
Thanks,
(Depending on how the customer responds, you can take direction for the next step in the dialogue. If the customer did not get enough bids, ask how many they received and how many they need. Maybe you can send a list price direct quote to fulfill the requirement. You may have to engage with multiple resellers to ensure the bid gets enough quotes to be executed on. This is your money to lose, act quickly.)
Act and ASK with a sense of urgency, book the deal now!
Jerry Lang
