Stop Using Email in Your Sales Process

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It’s too easy to make assumption in your sales process. One of the most common ones is emailing a prospect a plan, analysis or proposal, assuming they’ll read it and hoping for a reply back that says:

Looks good, we’re ready to move forward with you and to transfer our funds.

You know what I mean, right?

You have a great initial meeting with a new prospect and they agree to an analysis of their financial situation.

You conduct the analysis (typically for free) and you do a brilliant job making your recommendations into a plan. Then you email it to them. Then crickets, no word back.

You then attempt to follow-up with them, but keep getting their voicemail.

Radio silence.

This common roadblock happens to most advisors.