Post-Meeting Protocol and Customer Follow-Up Strategies

FOUR ACTIONABLE SALES TAKEAWAYS

• Recognize your SE and team members who help you on deals & onsites
• Call each attendee after a meeting to thank them for their time and ask them for their feedback
• When pitching an onsite be prescriptive about what's in it for your champion and close with "Do you think your team would be open to something like that" as a softer ask
• Send a multiple choice pre-meeting survey to each of a meeting's attendees to ask questions about the client's current state

PATH TO PRESIDENT’S CLUB

• Commercial Sales Manager @ Procore
• Account Executive, Enterprise @ Procore
• Account Executive, Majors @ Procore
• Account Executive, Mid-Market @ Procore

RESOURCES DISCUSSED

• Join our weekly newsletter
• Things you can steal