Meeting with a Prospective Client: After

So, as I was saying yesterday, you had a fantastic meeting with a prospect and they are interested in working with you. What to do next?

Here’s what I do:

  1. Send a thank you note: Yes, I said a note. I admit I do send follow-up emails to prospective clients, but I also follow-up with a handwritten note. It’s so much more human.
  2. Review your notes: There is usually a lot of information exchanged in a first meeting. I like to go over everything while it’s still fresh in my mind.
  3. Promptly send requested materials: If they have requested a proposal, estimate or samples, send it in a timely manner.
  4. Follow up: If you haven’t heard back immediately, follow up via email or phone.

A good thing to remember: silence is not a sign of disinterest.

People’s schedules are busy. You may not hear back for a few days. Or a few weeks. It doesn’t mean they don’t want to work with you.

If you have sent an estimate or proposal, however, it’s a good idea to follow-up after a few days—both to confirm receipt of the materials and to ease your mind (admit it, you feel anxious if you don’t hear back).

And, as Ilise often says, the ball is always in your court. (Read more about that here.)

3 thoughts on “Meeting with a Prospective Client: After

  1. Pingback: Meeting with a prospective client: Part 2 [CFC blog post] « biz mama: running a business | chasing a baby [Lidia Varesco Design]

  2. Pingback: Meeting with a prospective client: before [CFC blog post] « biz mama: running a business | chasing a baby [Lidia Varesco Design]

  3. Justin Grice

    It is very important to follow up well after you have met with your client. It is just a common courtesy, and you can have a happy customer for life. Being a freelancer is all about helping people get what they want. If you do that, you will ultimately get what you want.

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