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How to respond to a new client lead.

 

Overview

New leads are exciting, but they’re a first step. You always want to arrange a conference/video call with a prospect to get the “full picture.” Establish credibility and authority at this stage by detailing any previous experience relevant to their project request.


Hi <Prospect>,

Thanks for reaching out.

Your project sounds intriguing and it’s something I have experience with. 

Recently, I completed a <project name/description> for a client where we <brief description of project>

My efforts resulted in <detail business results of the project>.

I’d like to learn more about what you’re looking for. Can we jump on a Zoom / Skype / FaceTime call and discuss it further?

After reviewing my schedule, I’m available at these times:

[Example: Monday, July 18 at 3:30 pm.]

<Day, Date, Time> 

<Day, Date, Time> 

<Day, Date, Time> 

Please let me know which of these times work for you.

I’m looking forward to it.

Regards,

<You>


Notes & Strategy

  • You never want a prospect to think you aren’t in demand.

  • The purpose of this email is to set up a discovery call to find out if the project is right for you.

  • If you have similar experience with a recent client, briefly explain your role in the project and detail the business results.

  • Referencing a similar project establishes you as an expert/authority, and lets the prospect know you’re not merely a “laborer for hire.”

  • Always give specific dates/times when scheduling a call.

  • Be flexible but always provide exact options.

  • You want to make it easy for the prospect to commit to a time.

  • On the call, have your project discovery questions ready, and be prepared to take notes.

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