Introduction

Most often people are using emails to communicate, rather than good old-fashioned phone calls. Thus, if you want to have the greatest success in contacting a prospect, you need to be using a combination of emails and phone calls.

Although it may seem like a downright easy process, we here at Process Street have come up with this checklist on how to contact prospects via phone and email to make sure that you enjoy the greatest chance of success in a difficult market.

Let's get started!

Contacting Prospects via Phone and Email:

Record prospect's details

To kick things off, first ensure that your prospect's details have been recorded for posterity; you don't want to accidentally reach out to the same prospect twice in succession after all. Record their details using the form fields below.

Create your scripts

Prepare and rehearse your scripts for phone calls and emails before calling your customers to ensure that adequate preparations have been made in terms of marketing strategies and responses. Record the scripts you prepare using the form fields below.

Remember that scripts should be designed to capture the interests of prospects and convert them into customers in order to generate sales.

Check your emails against spam policy

Next, you need to make sure that your emails do not violate any anti-spam regulations. Remember that sending individualized emails is not as risky as sending group emails.

When sending emails, bear the following in mind:

  • US emails for commercial transactions usually have an unsubscribe option as well as personal contact information.
  • If someone asks you to stop communicating with them through emails, immediately remove their email addresses from your email account.
  • You are liable if you keep on emailing someone who does not want your email communication

Coordinate your communication devices with your customers

Strengthen your communication with your prospects by sending an email with generalized information and a formal request for a response call. That way you get the best of both worlds!

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