Last week's "Level Up Your Follow Up Workshop" hosted by Resquared Customer Success Managers Katie & Maureen equipped customers with actionable strategies to transform their follow-up game. The workshop highlighted tailored approaches to connect meaningfully with small business owners.

In this post, we’ll explore the top 4 takeaways to help you follow-up more effectively and convert your leads into meetings.

1. Focus on a solid first email

You can’t have good follow-up without a good initial email. Make sure you tailor your initial email by including the business owner’s name and mentioning specifics about the business. 

Check out our 5 Tips for Personalized Outreach for our tips on nailing the first email.

2. Know who to follow-up with

Use Resquared’s communication center to filter by businesses that have opened your initial email. You can even send a reply or create a new list of (e.g., leads that have opened your email) directly in the communication center.

Continue to personalize follow-up emails for better engagement. 

3. Utilize social media 

Small businesses are more likely to have a presence on Facebook and Instagram than LinkedIn (check out why here).

Make sure to keep it short, don’t include link/attachments, and beware that Facebook limits you from sending more than 10 messages per hour. 

For more Facebook tips, check out our guide on  How to Effectively Use Facebook to Reach Local Businesses.

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4. Proactively address questions/concerns

If you get a positive response, try to call your prospect immediately after so you can directly address potential questions or concerns. 

Don’t forget to utilize tools like Loom or Vidyard to send personalized video messages explaining the offer or more information. Few people take advantage of this channel so it’ll help you stand out from the crowd!

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For more insights and strategies on optimizing your ReSquared experience, stay tuned to our blog and upcoming webinars!

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