Aibrary Logo
Podcast thumbnail

Follow Up and Close the Sale

11 min

Introduction

Narrator: Imagine needing a vital service for your growing company. You conduct discovery calls with several eager insurance agents, all of whom promise to follow up with quotes. You wait. And wait. Weeks later, only one agent has actually sent the promised quote. Who gets the business? The answer is obvious. This isn't a hypothetical scenario; it's a real experience shared in the foreword of Jeff Shore's book, and it exposes a gaping hole in the sales profession. Salespeople, for all their talk of building relationships and closing deals, consistently fail at the one activity that bridges the gap between interest and commitment: the follow-up. In his book, Follow Up and Close the Sale, Jeff Shore argues that this failure isn't just a minor oversight; it's the primary reason for lost revenue and the single greatest opportunity for a salesperson to stand out and achieve unparalleled success.

The Mindset Shift - Follow-Up is Service, Not Selling

Key Insight 1

Narrator: The fundamental problem with follow-up is that most salespeople view it as a self-serving chore—a necessary evil to push a prospect toward a sale. Shore insists this mindset is entirely backward. Effective follow-up is not about what the salesperson wants; it's about what the customer needs. It is, at its core, an act of service. The guiding principle should be Martin Luther King Jr.'s profound question: "What are you doing for others?"

When follow-up is reframed as an opportunity to serve, the entire dynamic changes. It's no longer about "checking in" but about adding value, solving problems, and demonstrating genuine care. Shore emphasizes that caring isn't an attitude; it's an action. A customer perceives care through tangible, thoughtful effort.

Consider the story of a sales representative who was competing with two others for a major deal. The customer was ready to buy but undecided. While one competitor sent a text and another sent an email, this salesperson made a simple phone call. The purpose wasn't to talk about the product, but to make sure the customer, who had a long drive, had arrived home safely. The customer was floored. They later revealed they had decided to buy from whoever called first, because that simple act proved who truly cared about them as a person, not just as a commission. That phone call, an act of service, closed the deal the very next day.

The Strategic Imperative - Defeat Resistance and Maintain Emotional Altitude

Key Insight 2

Narrator: Even with the right mindset, a powerful internal enemy often sabotages a salesperson's best intentions. Shore borrows a concept from author Steven Pressfield, calling this enemy "Resistance." It's the internal force that fuels procrastination, fear, and excuses. It's the voice that says, "I'll do it tomorrow," "I don't want to be annoying," or "They'll call me if they're interested." Defeating Resistance is a non-negotiable part of a successful follow-up strategy.

This battle is critical because follow-up is the primary tool for maintaining a prospect's "Emotional Altitude." Shore defines this as the peak of excitement a customer feels about a potential purchase. It's highest when their dissatisfaction with their current situation is high and the promise of your solution is vivid. But Emotional Altitude is fragile; it decays over time.

A story from the book perfectly illustrates this decay. The author, Jeff, was pitched by a ghostwriter at a conference. The pitch was compelling, and Jeff was highly interested, his Emotional Altitude soaring. He told the ghostwriter he needed to discuss it with his team. Three weeks passed with no word. When the ghostwriter finally sent a follow-up email, Jeff's life had moved on. Business pressures and family matters had taken over, and his initial excitement had completely vanished. The ghostwriter's delayed follow-up meant they were starting from scratch with a customer whose emotional energy was gone. The sale was lost not because of the product, but because of the timing.

The Execution Blueprint - Plan, Personalize, and Act with Speed

Key Insight 3

Narrator: Strategy is nothing without execution. Shore provides a clear blueprint built on three pillars: planning, personalization, and speed. He argues that haphazard follow-up is ineffective. Instead, salespeople should implement a "Lead Conversion Hour"—a sacred, non-negotiable block of time each day dedicated solely to focused follow-up.

Within that time, the goal is not generic outreach but deep personalization. This means moving beyond the product to connect with the customer on a human level. A powerful example is the story of a man visiting his dentist. During the checkup, the dentist asked about a specific project the man had mentioned six months earlier. The man was stunned. The dentist hadn't just remembered; he had cared enough to write it down. That small, personalized detail made the patient feel incredibly valued and solidified his loyalty. Salespeople can achieve the same effect by taking notes on a prospect's hobbies, family, or challenges and weaving those details into their follow-up.

The final pillar is speed. In a world of instant gratification, customers equate speed with care and competence. Shore advocates for "taillight follow-up"—sending a quick, valuable text or email almost immediately after a meeting ends. This immediate action reinforces the connection, confirms next steps, and keeps the Emotional Altitude high. The data is clear: most salespeople wait a day or more to follow up, creating a massive opportunity for the fast and attentive to win.

The Communication Toolkit - Choosing the Right Weapon for the Moment

Key Insight 4

Narrator: Effective execution requires using the right tool for the job. Shore outlines a communication hierarchy, from the most impactful (face-to-face) to the least (generic text messages). While email and text have their place for sending information or confirming appointments, they often lack the emotional resonance needed to build real relationships.

The most underutilized and powerful tool in the modern salesperson's arsenal is personalized video. It's a secret weapon that combines the emotional impact of face-to-face interaction with the convenience of digital messaging. Shore tells the story of Blake, a new home salesperson in Texas. A skeptical prospect called, insisting she needed a large, wooded homesite and didn't want to waste her time visiting if he didn't have one. Sensing her distrust, Blake didn't argue. He walked out to the perfect homesite, pulled out his smartphone, and recorded a raw, one-minute video. He introduced himself and panned across the beautiful, tree-filled property. The authentic, unpolished video instantly disarmed the prospect, eased her concerns, and proved he had listened. She scheduled an appointment and ultimately bought the home. The video didn't sell the house; it sold the trust that made the sale possible.

The Long Game - Reviving Old Leads and Knowing When to Fold

Key Insight 5

Narrator: Many salespeople treat leads as disposable. If a prospect goes cold, they're often forgotten. Shore argues this is a massive mistake, as "no for now" rarely means "no forever." Life happens. A prospect's situation can change in an instant, derailing a purchase that they were genuinely excited about.

Consider Michelle, a woman who was finally ready to buy her dream convertible. She had test-driven the car, her Emotional Altitude was at its peak, and the financing was in place. The day before she was to sign the papers, a major pipe burst in her home, requiring a $20,000 emergency repair. Her dream car was suddenly impossible. To the salesperson, she just became another lead who "ghosted" them. But her desire for the car didn't disappear; it was just put on hold. A salesperson who understands this will have a system to re-engage old leads. Shore proposes the "5 + 5 + 5 System": send five handwritten notes to old leads, wait five days, then make five phone calls. This simple, consistent process can revive dormant opportunities and generate significant new business from a pipeline that others have abandoned. At the same time, it's crucial to know when to let go, but only after you've exhausted all good-faith efforts to provide service.

Conclusion

Narrator: The single most important takeaway from Follow Up and Close the Sale is that disciplined, service-driven follow-up is not an annoying sales tactic but the ultimate differentiator. In a world where 44% of salespeople give up after a single attempt, while 80% of sales require five or more, the path to the top is wide open. It belongs to those who have the courage to fight Resistance, the empathy to make it personal, and the discipline to make follow-up a non-negotiable habit.

The book's most challenging idea is not in the strategies themselves—they are simple and intuitive. The challenge lies in the execution. The gap between knowing what to do and actually doing it is where mediocrity lives. The real question Jeff Shore leaves us with is this: What is the one small, consistent action you can take today to close that gap and begin serving your customers on a level your competition can't even imagine?

00:00/00:00