NOTECARD BRIEFS
Post-telephone conversation - Positive response
I appreciate the time you spent with me on the telephone. It was good to hear a little about your business (your current insurance program). I look forward to learning more. I’ll be in touch _____________, as we agreed. (Enclose business card.)
Post-telephone conversation - Indifferent response
I appreciate the time you spent with me on the telephone. It sounds as if you are well taken care of at the present time. As you know, things do change. I am enclosing my card in the event you may need my services in the future. I hope you don’t mind if I keep in touch.
Post-initial in person conversation
It was a pleasure to meet you at _____________ and learn a little about you and your business. We are fortunate to have many satisfied clients. Perhaps in the future we can serve your (insurance) needs. Look forward to seeing you again.
Post-initial business meeting
Thank you for the time you spent with me allowing me to learn more about your business (insurance) needs. We would be privileged to have you as one of our many satisfied clients. Talk with you soon.
Thank you after purchase
Thank you for your giving us the opportunity to serve your insurance needs. We are confident that you will be happy with your decision. We’ll be in touch with you soon.
Thank you for referral
Thank you for your kind referral. Please be assured that anyone you refer to me will receive the highest level of professional service. I hope to be able to repay the favor! I’ll keep you posted.
Thank you after not being successful
Thank you for giving me the opportunity to get to know you and your business. Although I wish I had been able to serve your insurance needs immediately, I respect (appreciate) the decision you have made. If you need any further information or assistance, please don’t hesitate to call. I’ll keep you posted on issues that may benefit you and I do hope one day we will be able to do business together.
Note included with clipping/article of interest (Enclose business card, if appropriate)
Thought you would find this article of interest. Many of our clients have found....
Look forward to hearing your thoughts on this issue.
We spoke of this issue when we (met/talked). Thought you’d find this article of interest.
Note if you are picking up a new account to handle from a coworker
I just learned (from ____________) that I will be now handling your insurance needs. He/she has told me many good things about you and your business. I look forward to meeting you and working together. I’ll give you a call (time) to set up a time when we can get together. (Enclose business card)
Emily Huling Selling Strategies, Inc.
P.O. Box 200 Terrell, NC 28682
Phone: 888-309-8802 Fax: 888-309-7355
www.sellingstrategies.com