The one question to ask before sending a quote

"When will you have a chance to review it?" and why it changes follow-up.

By Martyn Sloman, The Non-Pushy Sales Trainer

When should you follow up on a quote? One day? Two? A week for a proposal? Ask a room of salespeople and you’ll hear every answer under the sun.

There’s a HUGE problem with all of them: we’re deciding. And it’s not about us, it’s about the customer.

Just ask them

When a prospect says “Can you send me a quote?”, reply:

“Sure. When will you have a chance to review it?”

The whole point of sending a document is to spark action, and for that to happen they have to review it. Their answer tells you exactly how urgent this is.

Scenario 1: real urgency

Prospect: “It’s 10:30 now, could you get that quote to me by 3pm?”

You: “OK, we’ll get it ready. It sounds like you want to review it urgently?”

Prospect: “Yes, if I have it by 3pm I can get a decision made shortly after.”

You: “I’ll get it to you by 3pm. When should we next speak?”

Prospect: “Give me a call at 3:45.”

Scenario 2: the “uh oh” moment

Prospect: “Well, today is the 9th. Can you get it to me by the 22nd?”

The 22nd? Uh oh! We might assume it’s less of a priority, so be confident and ask why:

You: “Sure, I can have it to you by the 22nd, but is there a reason we can’t get it to you sooner?”

Prospect: “I’m going on holiday soon and won’t have time to give it a good review.”

If you hadn’t asked, you’d never have known. Now just arrange to follow up when they’re back (and don’t forget to ask about their holiday!).

Make it a habit

It’s a very simple question, but you need to build the habit, so factor it into your preparation. One more tip: send a calendar invite for the next call or meeting. When the other person clicks “accept”, their commitment level goes up significantly.

Want your team doing this every day?

Reading a tip is easy. Making it a habit across a whole team is where training comes in.

Talk to Martyn

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