ClosersHQGuides
Guides to prospecting calls and follow-ups
Short, plain explanations of the methods behind ClosersHQ: how to run a call session, when to follow up, how to read your pace, and where an app should stop.
ClosersHQ vs a CRM: what is each one for?
A CRM is your company’s record of customers, accounts and deals. ClosersHQ is a rep’s own tool for the calls: it shows who to call next, sets the follow-up, and keeps your goals and journal. It works alongside a CRM and does not replace one.
How do you run a one-hour call session?
Decide who you will call before you start, call one person at a time, log each result the moment the call ends, and finish with a one-line note on how it went. The steps below show the routine with ClosersHQ’s Call Session.
How often should you follow up with a prospect?
There is no single right number. A simple method is to give every prospect a number of “follow-up days”, call again when those days have passed, and wait a little longer each time a call goes unanswered. This is how ClosersHQ sets follow-ups.
What is a pace gauge, and how do you read it?
A pace gauge is a dial on a goal that compares what you have done so far with where you would need to be today to finish on time. In ClosersHQ it reads Catch-up, On-track or Achieving. It describes your activity; it is not a forecast of sales or income.
Texting prospects from your own phone: what should an app do?
An app can prepare a text for you; it should not send one for you. In ClosersHQ your own pre-written wording opens in your phone’s Messages app with the number filled in, and you read it and press send from your own number.