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Welcome to Sales Skills For Founders, a weekly newsletter with one actionable skill for sellers who are tired of tips, tricks, and scripts. AI isnโt going to close deals for you so letโs master sales, one skill at a time.
Todayโs Skill: Setting Clear Next Steps
Does this sound familiar? You finish up a call and the prospect says, โThis is great, let me think about it and get back to you in the next couple of weeks.โ
You respond, โGreat, Iโll talk to you then.โ
And the call ends. Youโre cheering thinking you just crushed the call (maybe you did) but you left the call with a lot of ambiguity.
What happens next?
When are they going to get back in touch?
What are they doing that they need a couple of weeks?
Iโve watched hundreds of sales calls. Do you want to know one big way top sellers stand out? They set clear next steps before the call ends.
๐ Stop skipping this essential step.
How to Set Clear Next Steps
There are countless ways to set up a next step, but letโs keep it simple.
Just do this โ Commit to setting a clear next step at the end of every sales conversation.
Most of the time, this will mean scheduling another call. Occasionally, depending on your sales process, another call might be unnecessary until certain action items are completed. In these cases, the follow-up might need to happen via email but let email be the exception, not the rule.
Letโs look at an example first
Imagine youโve had a solid discovery call. The prospect is interested in what you are offering but says heโll have to follow up with you. (โI need to discuss with my team,โ โI have other priorities right now,โ etc.). These hurdles are common. But if you know you can help, you can still offer a clear next step to drive progress.
โTom, I know you have a few other priorities to tackle so here's what Iโd suggest: Let's set up a call in 2-3 weeks to go deeper into these problems and we can use real-world examples to show how we could help solve them. We can also invite other team members of yours to explore how this solution could fit their needs. How about the week of the 23rd? Tuesday and Thursday are flexible. Which works best?โ
4 Steps To Consider
1. Lead The Conversation
Too often, people get excited after a great call and say, โOkay, Iโll follow up next week.โ Donโt fall into this trap. As the call wraps up, take control. Clearly outline the next steps, confirm action items, and define how youโll communicate moving forward.
For example, โLetโs touch base on Wednesday to review the document we discussed. Iโll send you the finalized version before then.โ This keeps the momentum alive and sets clear expectations.
2. Address Objections Directly
Not every call will end without pushback. If objections arise, reframe them as opportunities to move the conversation forward.
For instance, if someone says, โI need to talk with my team,โ you can respond with:
โThat makes perfect sense. When are you planning to connect with them? Letโs schedule time afterward to review their feedback and address any questions.โ
By taking this approach, you demonstrate respect for their process while still keeping things on track.
3. Clarify the Callโs Purpose
Ambiguity kills momentum. Instead of asking for a generic โ10-minute check-in,โ create a clear purpose for the meeting.
For example:
โLetโs schedule a call next week to review the proposal. Iโll share my screen so we can walk through the pricing structure and ensure everything aligns with your expectations.โ
Specificity builds trust and makes the meeting feel more valuable to your prospect.
4. Offer Specific Days or Times
Making it easy for your prospect to commit can make all the difference. Offer 1-2 specific options:
โWould Monday at 2 PM or Wednesday morning work better for you?โ
If theyโre unsure, or need to check with others, donโt hesitate to propose a tentative time:
โWhy donโt we pencil something in? If your colleague canโt join, we can always reschedule, but this way we avoid the back-and-forth.โ
A tentative call is far better than none at all.
If They Push Back
Sometimes, despite your best efforts to schedule a follow-up call, the prospect might push back with something like, โIโll just get back to you in the next week or two.โ While this can feel frustrating, itโs not necessarily a bad thing. Hereโs why:
1. You Tried
Itโs important to remember that making the offer and trying to move the conversation forward is a win in itself. Even if they decline to set up a call right now, your effort demonstrates confidence and a clear process.
This positions you as a professionalโnot pushyโand leaves the door open for future engagement. Prospects notice when youโre organized and intentional, and that can work in your favor later on.
2. You Get Intel
When a prospect hesitates to schedule a follow-up or avoids confirming next steps, itโs a signal to tune in. This doesnโt always mean something is wrong as some people are naturally more reserved but itโs worth raising a mental red flag.
Use this as an opportunity to assess their interest, identify potential objections, or uncover hidden concerns.
Avoid leaving ambiguity in the air as it will only create confusion and stall progress
Pro Tip: If they decline a follow-up, gently put the ball back in their court:
โI completely understand. When would it make sense to connect again? Is there anything youโd like to review in the meantime?โ This gives them ownership of the timeline and provides you with clarity.
Your Action Item:
On your next sales call, try getting clear on the next steps before you leave that call, ideally, with a scheduled call in the future.
At all costs, avoid the endless cycle of โjust following upโ emails. A scheduled call makes communication more direct. It lets you move the partnership forward or save time if it's not a fit.
You'll be glad you scheduled it. You'll worry less about where things stand since you have a next call planned.
And speaking of clear next steps, thatโs one way of leading the sales process forward.
Weโll talk about another way you can take control in next weekโs newsletter.
See you then!
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