Free Sales Post-Negotiation Follow-up Policy Template

Sales Post-Negotiation Follow-up Policy

Effective Date: [Date]

Introduction

[Your Company Name] is committed to providing exceptional post-negotiation follow-up to ensure that our customers have a positive and consistent experience throughout their engagement with us. This policy outlines the procedures and guidelines for our sales team to follow after engaging in negotiations with potential clients.


  1. Confirm Agreement

Upon reaching a negotiated agreement, the following steps will be taken:

  • Send a formal contract or agreement document to the customer within [x] business days.

  • Request confirmation of the agreement details and any necessary modifications.

  • Ensure that the customer has received and reviewed the agreement and address any questions promptly.

  1. Collect Necessary Documentation

  • Collect all required documentation, such as purchase orders, legal forms, or payment information, within [x] business days.

  • Verify the completeness and accuracy of the documentation and promptly address any discrepancies.

  1. Address Concerns Or Objections

  • Review any unresolved customer concerns or objections discussed during negotiations.

  • Ensure that the customer's concerns are addressed and resolved satisfactorily.

  • Keep an open line of communication to prevent any lingering issues from jeopardizing the deal.

  1. Set Up Next Steps

  • Clearly communicate the timeline and key milestones for the customer's order, service initiation, or delivery.

  • Provide the customer with a schedule of upcoming actions and expectations for both parties.


  1. Follow-Up Communication

  • Send a personalized thank-you note to the customer within [x] business days of agreement confirmation.

  • Provide regular updates on the status of the customer's order or service.

  • Send reminders of important dates and deadlines as applicable.

  • Maintain ongoing communication to foster a positive customer relationship.


  1. Lost Deal Analysis

  • If a negotiation does not result in a successful deal, conduct an internal analysis within [x] business days to identify reasons for the loss.

  • Document the analysis findings and share lessons learned with the sales team to improve future negotiations.


  1. Feedback Collection

  • Seek feedback from both the sales team and the customer regarding the negotiation process.

  • Use feedback to enhance our sales strategies and customer experience.


  1. Record-Keeping

  • Maintain detailed records of all post-negotiation interactions, decisions, and outcomes in the CRM system.

  • Ensure that records are consistently updated and accessible for reference and accountability.


  1. Adaptation And Improvement

  • Periodically review and refine this policy to reflect changes in market conditions and evolving best practices.

  • Continuously strive to improve our post-negotiation follow-up processes to better serve our customers and meet their evolving needs.


This Sales Post-Negotiation Follow-Up Policy is a living document, and all members of the sales team are responsible for its implementation. Consistent and effective post-negotiation follow-up is crucial in maintaining our commitment to excellence and customer satisfaction.


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