WORKSHEET 6

Worksheet: Mastering the Follow-Up Without Being Pushy

Section 1: Understanding the Balance

1. Why is following up important for maintaining client relationships?  

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   - ________________________________________________________  

2. What concerns do you have about being too pushy in follow-ups?  

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   - ________________________________________________________  

Section 2: Creating a Follow-Up Strategy

1. Persistence Without Overdoing It  

   - How many days should you wait between follow-ups?  

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   - What specific times or situations require a follow-up?  

     - ________________________________________________________  

2. Patience in Follow-Ups  

   - What signs might indicate a client needs more time before responding?  

     - ________________________________________________________  

3. Adding Value in Follow-Ups  

   - List one resource, insight, or piece of value you can offer in your next follow-up:  

     - ________________________________________________________  

Section 3: Crafting Your Follow-Up Messages

1. Friendly and Professional Tone  

   - Write a sample opening line for a follow-up email or message:  

     - ________________________________________________________  

2. Purpose and Value  

   - Write one sentence that explains the purpose of the follow-up while adding value:  

     - ________________________________________________________  

3. Next Steps  

   - How will you encourage a client to take the next step without pressure?  

     - ________________________________________________________  

Reflection

How can balancing persistence and patience improve your follow-up success?  

- ________________________________________________________  

- ________________________________________________________  

What will you do differently in your follow-up approach starting today?  

- ________________________________________________________  

- ________________________________________________________