1. In room (Zoom these days): Agree next action and next contact date
2. Debrief outcome/process/relationship 1-4 with all internal attendees
3. Write echo-confirm-note and send from deal lead - use templates
4. EMAIL — Echo letter example, REPLY post meeting
5. Add internal notes, debrief scores/notes, cover BANT save to Hubpost/ SFDC/ CRM, share with Topcover (topcover is exec coverage on deal) / team
6. Hold back one share/extra from echo note, diarise to send separately 24 hrs later
7. Diarise time/reason to call / text key client(s) within 48hrs
8. Thank / update other clients / introducers who weren’t present
9. Identify two relevant nudges and diarise sending for +5 / +10 days
10. Build engagement plan to progress deal
Question: will this person buy? Do they have the buying power? Who is the ACTUAL budget holder, user or buying team you need to engage?
If GONE COLD:
1. EMAIL — In "YOUR" area (if they went cold - harder now in current circumstances!)
2. EMAIL — Topcover re-engagement if cold
3. CONNECTIONS — Look for connections in your network and an effective value exchange to re-engage the contact
A bespoke framework and capability model 'DEMAND KARMA' that delivers DD services to investors, VC firms and CEOs.
Retained advisory at funded scale-ups. A simple monthly fee. Helping CEOs build a scalable marketing machine. (Booked out until December)
Book time on my calendar to work through a standalone project or to get answers to your most pressing marketing strategy and execution questions.
