What's your follow-up routine after presenting audit results? Had a great presentation last week for a Georgia Power client - they seemed engaged and asked good questions about the $19K in savings we found. But it's been 4 days with no response to my follow-up email. How long do you wait before reaching out again?
Client Follow-Up After Presentations
Lenny, I usually wait a week then call instead of emailing. Sometimes they need time to discuss internally or check with finance. A phone call shows you're serious about implementation but not pushy. Also helps you gauge if there are any unspoken concerns from the presentation.
Randy's right about calling vs emailing. I also send a written summary within 24 hours of the presentation highlighting the key points and next steps. Helps reinforce the message while it's fresh and gives them something to share with colleagues who weren't in the meeting.
Sylvia, the 24-hour summary is crucial. I include specific action items with suggested timelines. 'Contact Georgia Power by May 25th to request rate change' gives them a concrete next step rather than vague 'implement recommendations.' Makes it easier for them to move forward.
Priya makes a good point about specific timelines. I also offer to help with implementation - 'I can draft the rate change request letter if that would be helpful.' Sometimes the delay isn't lack of interest, it's not knowing how to take the first step.
Scott, offering implementation help is smart business too. Keeps you involved in the process and often leads to additional work. I've turned simple rate change assistance into ongoing energy management consulting relationships. Follow-up is really about relationship building, not just closing one audit.