Part One: Touches 1-5
Key Insight
Top-performing salespeople adopt the “challenger” approach. They establish themselves as experts and encourage clients to think critically. When faced with objections, they respond confidently and respectfully. Effective follow-up helps uncover the real reason preventing the buyer from moving forward.
Touch #1 – Brief Message (Email, Text, Messenger)
Send a quick recap of your last meeting to ensure alignment.
Highlight key areas that demonstrate your understanding of their needs and shared beliefs.
Remind them of agreed-upon action items with a clear call to action.
Touch #2 – Expert Content or Gift
Provide valuable, relevant content tailored to their situation.
Position yourself as a knowledgeable resource and continuous learner.
Examples include:
An article you wrote
A personalized video message
A book recommendation
A thoughtful gift or gift card
Touch #3 – Personal Trigger (Soft Touch)
Reference something personal that prompted your outreach.
Reinforce their needs and shared beliefs.
If the deal is still open, suggest another meeting to keep the conversation moving forward.
Touch #4 – Business Trigger (Proof of Concept)
Highlight a business-related reason for reaching out.
Demonstrate proof of concept by showcasing how you have helped similar clients.
Share a video testimonial or success story, then schedule a follow-up meeting.
Touch #5 – Formal Meeting
If they agree to meet again, it signals strong interest.
Reignite rapport and reinforce shared beliefs.
Ask directly for business and commitment during the meeting. ("What’s stopping us?")
Part Two: Touches 6-10
Touch #6 – Social Consensus
Have a respected person from your network speak to them on your behalf.
An outsider’s perspective can help build trust and ease concerns.
Ensure your advocate understands why you are reaching out and how they can support the conversation.
Touch #7 – Challenger Sale (The Ask)
Highlight the effort you have invested in earning their business.
Ask if others have worked as hard to win them over.
Reference your shared beliefs and directly address their hesitation. ("What is really stopping us from moving forward?")
Touch #8 – Overcoming Objections
Be prepared to address the top three to five common objections.
Distinguish between excuses and true objections.
Have responses ready and focus on guiding them toward a solution.
Touch #9 – Do They Still Fit Your Filter?
Keep: If they meet your ideal client criteria and plan to buy within the next three to six months, continue engaging.
Move Out: If they are six to twelve months away, transition them to a secondary follow-up category.
Move On: If they no longer fit your criteria, shift them to a passive follow-up database.
Touch #10 – Repeat Top Strategies (Time to Move On?)
Review which follow-up methods have been most effective based on their personality type.
By this stage, you have likely made ten or more touches. If text messages and additional follow-ups are included, the total may range from seven to fifteen touches—an approach that works 80 percent of the time.
Questions to Consider
Which of these follow-up strategies are you currently using? What works best?
Which follow-up strategies should you incorporate more frequently?
Part Three: Trigger Methodology
What Is a Soft Touch and Why Is It Effective?
A soft touch is a follow-up approach that keeps you engaged with a prospect without being overly sales-focused.
Can be executed through text, email, phone calls, or social media.
Helps maintain visibility and keeps you top-of-mind.
Avoid excessive casual follow-ups that lack direction, ensuring you do not fall into the "friend zone" without progressing the conversation.
Trigger Method Examples
Triggers provide reasons to reconnect with a client in a natural and meaningful way.
1. Customer Service Triggers
If you recently helped a client achieve a breakthrough, it can serve as a reason to follow up.
Share ideas that may be valuable to other clients in similar situations.
Strengthens your expert positioning while adding value.
2. Environmental Triggers
Understand your client’s interests and use them as natural conversation starters.
Examples include:
Vacation spots they enjoy
Industry conferences or educational events they might find valuable
3. Social Identity Triggers
Leverage shared interests such as sports, books, podcasts, or events.
Strengthen relationships by building on common ground.
4. Showcase Event Triggers
Host events designed to deepen relationships and connect top clients with prospects.
Allowing others to advocate for you is a powerful sales strategy.
5. Connector Triggers
The more connections you create, the more opportunities arise.
Expanding your network increases the likelihood of having established relationships with potential clients.
If you recently met someone through a mutual connection, mention it in your outreach. Suggest scheduling a time when all parties can connect.