What happens after you make a phone call? Here’s how you can automate the process…

One of the biggest errors that businesses make is that they mistake an objection a prospect raises as a sign of disinterest. If a prospect raises an objection during a call, and the caller can’t solve the problem on the spot, many businesses will dismiss the lead as ‘dead’, and move on.

In actual fact, if a prospect goes to the trouble to tell you why there is an issue, this shows an overall interest in reaching a positive outcome. It may not be possible to solve this issue on the call. However, by educating the prospect, everything can change. This is why one of the most useful things a business can do is to identify the 3 most common objections that arise in sales calls.

Let’s assume that in a seminar business, the three most common objections for a business are:

  1. It costs too much
  2. I don’t have time to attend the seminar
  3. I can see the value, but I’m not sure that I will get a result

The next step is to review your business and to come up with ways to overcome these objections. The seminar business might come up with the following replies

  1. It costs too much
    • What is the value of the result that the attendee will achieve?
    • How much will that result be worth in 3 years time?
    • If you achieve this result, what other potential benefits and future results will stem from the original result?
  2. I don’t have time to attend the seminar
    • Will the seminar save you time?
    • If you don’t attend the seminar, how much time will be wasted?
    • We all have time. It’s not a question of time. It’s a question of priorities. Here’s how the seminar helps you with your priorities…
  3. I can see the value, but I’m not sure that I will get a result
    • Other participants have got value. Here’s what they said…
    • Authorities in the field have said the following…
    • Articles have been published in these credible publications…

Each of these bullet points need to then be converted into 1-3 discrete email messages so that after the call, the prospect is sent a series of high-value emails. These emails both help the prospect move towards the desired goal and simultaneously position your product as an indispensable tool to achieve this outcome.

LeadMachine helps you achieve this goal through the use of Task Outcomes.

You start by creating a Queue. Think of a Queue as a type of a task. For example, you might have a Queue for confirmation calls and a separate Queue for people who attend a free seminar but do not purchase.


Each Queue has its own set of task outcomes. Task outcomes would include ‘Sale’, ‘Not interested’ and your top 3 objections.


Then you can use a Task Outcome to trigger a Flow.


In this case, the Flow would be a series of email messages.


Here’s how you can get a response from the email messages:

  • At the end of each email, ask a question that encourages the prospect to reply to the email
  • If a prospect clicks on the link of an email, you may wish to ….
    • trigger a task to call the prospect to get feedback
    • increment the prospect’s Contact Rating and if at the end of the email series the Contact Rating is a certain score, you then trigger a task to call the prospect
  • At the end of the series of emails, irrespective of clicks, you call the prospect

The way you structure it will depend on your business.

The great thing that happens now is that when the caller completes a call, the Task Outcome will trigger the Flow that you have nominated.


The caller then presses ‘Take next Task’ and moves on to the next call.


It’s efficient, everyone gets followed up, and your business ends up with more sales.


You made the sale. Here’s how to make the post-sales process happen without lifting a finger…

Why a post-sales process is necessary in your business

After every sale is made, a post-sale process is necessary to ensure that your new customer feels valued, gets the most out of your product and refers other people to your company.

Some of the specific things that may useful in your business include:

  • EMAIL: Send the new customer a welcome email immediately
  • TASK: Schedule a phone call to begin the delivery process
  • NOTIFICATION EMAIL: Notify relevant people
  • TASK: Send a hand-written thank you note
  • EMAIL SERIES: A series of emails that will add value to the customer experience so that your new customer gets even more value out of your product or service.
  • TASK: Determine a reasonable time period when you will check in with your new customer to ensure that you’ve got a result
  • TASK: After you have achieved a series of great results for your new customer, you may wish to ask them for referrals

The problem with post-sales processes

So, for every customer there’s often 4 or 5 actions that need to be taken.

Are you going to do this manually for every customer?

And how are you going to keep track that it gets done? Ideally a team member would do it, but how are you going to make sure that they actually get the work done.

How to automate your post sales process

Setting up a post sales process in LeadMachine is easy.

Typically you will want to create a trigger which is ‘Deal is won’ to trigger a Post-Sales Process Flow.

The flow would then include all the actions you have in your post-sales process. So, just by marking a deal as ‘won’, all of your actions will be executed by the Flow.

Here is how the flow would look…


When you create a task, give it a due date. This means that you can go to your Task Dashboard and immediately see if anything is overdue. The person assigned to the task will get an email notification when the task is created and it will also appear in their personal dashboard. You can also create another flow to set up email notifications to be sent to you if a task is overdue.

Please stop following up

Possibly the worst email subject line ever written is “Following up”. What this really means is: “I’m writing to you because I want your money.” This self-serving subject line tells your prospect that you’re more interested in your sale and less interested in adding value to the prospect’s problem.

I’m going to give you a much better email template that you can use later in this article.

When do people buy? Not when you’re ready to sell…

No matter how much you want to make a sale, the reality is that people will buy when they’re ready to buy, not when you’re ready to sell. You can fight that reality and keep sending sales-based (or follow up) emails but ultimately the reality will win and you will lose.

Worse, you won’t just lose the prospects who are reading your annoying emails.  The effect multiplies because as people delete emails without reading them or press the ‘spam’ button out of frustration, your future emails are less likely to enter the Inbox and instead will likely go to the Promotions Tab or Spam Folder.

A much better approach is to forget the sale. Yes, FORGET SELLING. Just help your prospect. Instead of thinking of it as a follow-up email, think of it as an add-value email. In this vein, a subject line with “I thought of you…” shows that you care. It shows that the recipient of your message is not just a number, but a person with real needs.  When your prospect is ready to buy, he or she will appreciate all the great things you’ve done and let you know. Imagine making sales without having to sell. That’s what happens when you take a value-based approach to your emails, instead of a sales-based approach.

To move from a sales-based approach to a value-based approach, you need to forget about closing the sale and more about how to make your marketing more valuable to the point that there isn’t a trace of selling that can be detected. You then need to come up with useful content for your prospect.

And that begins by deeply understanding your customers’ specific challenges.

How to send emails that people actually want to read

The mistake that many marketers make is that they talk in general terms. Real agents, for example, tell us they have a ‘unique opportunity’. We’ve heard this phrase so many times that it has lost its meaning. This equally applies to phrases like ‘how to get more sales’, ‘how to generate more leads’ and so on.

The solution is to move from the general to the specific. You need to move from a ‘vague idea’ like ‘I need more sales’ to a general problem like ‘I need to convert more quotes into sales’ to specific scenarios like

  • How can your customer get people interested in something other than a quote?
  • Is your customer getting any feedback on the quote, and if so, what is it?
  • What exactly is your customer putting in that quote?


When you’re communicating with your customers, you want to be talking about specific scenarios, not general problems and vague ideas.

Another way to think of it is this: Could your message apply to any person, or just the recipient you’re currently targeting? If it could apply to anyone, then you’re probably not adding much value. This is why if you are sending a message to a group of people, dynamic content is particularly important.

Ultimately, you want to get to the point that you are so specific that you give your prospects more clarity about their problem than they have ever had before. You then automatically become the solution. Your prospect is shocked that you understand the problem so well, the natural assumption is that you must have the solution. You are perceived as an authority on the subject and the sale follows easily from there.

Tools for uncovering what your prospects want to hear from you

If you’re not exactly sure how to add value for your customers, you can try send them a survey using survey software or simply send them an email:


Here’s the text to copy and paste:


I want to send you the most useful content in my emails that’s possible. So, can you please reply to tell me: What is the single biggest challenge you are facing in relation to [your business]?

You could even email them to ask them to click a link to schedule a time with you with scheduling software like timetrade or schedule once.

If you have a basic idea of what your recipients’ challenges might be, you can try sending an email that says something to the effect of “I want to send you email that is most useful to you… so please select one link below so I only send you relevant content” and then offer 3 links, one for each topic. Then you send different emails to people based on the link which they have clicked.

People love locals

Another tactic you can use is timing and location. If you know of a relevant event coming up in a customer’s area, invite him to attend:

You mentioned that you were experiencing [describe challenge in detail]…. So I thought you’d like to know that we have an event in your local area in the next few weeks.

Timing matters

Use timing to your advantage. Let’s say you’re a provider of prenatal yoga services. You can send out varying emails depending on where your recipients are at in their pregnancies, so that, for example, a message you send to someone in her first trimester differs significantly from a message you send to someone in her last month.

When you have a super important prospect, use these personalization tactics

Another way to engage your customers and keep the conversation going is to send out news or updates specifically related to them. If you have important customers or want to keep tabs on news related to certain topics, you can use Google alerts to help you out.

Let’s say one of your customers is an up and coming motivational speaker. If you set up a Google alert and find out that he’s quoted in an article, you can send an email that says “I saw you mentioned on [Article Name],” which would make him feel important and increase your chances of getting a response.

Similarly, Newsle is a service that provides information on everyone on LinkedIn and Facebook every time they are mentioned in a major online publication. This gives the added bonus of creating a situation where you can contact customers to say that you saw they were mentioned. It makes them feel good that they are being noticed and means that you can respond directly to their situation.

Put it all together with this template


Again, here’s the text to copy and paste:

Subject: I thought of you…

Hi [Name],

You mentioned you had an issue with [problem], and so I thought of you when I saw this….. [insert link]

Attraction Versus Pursuit

There’s a very clever Dove commercial that you’ve got to watch….

As you can see, the ad brilliantly demonstrates that with all the styling and photoshopping, amazing models don’t even look anything like themselves. Dove successfully creates an enemy – the impossible pursuit of perfect beauty. The consumer is left feeling that the only option is to pursue their natural beauty and it just so happens that Dove sells products for this very purpose.

This video educates and only when you understand the message do you realize that Dove must be the solution. Dove never needed to mention their products in the ad. There’s also no 10% discount if you buy by next Tuesday.

Similarly, your emails need to be focused on real problems that your prospects are facing. Help them solve these problems and you will find that purchasing your product is the natural outcome.