Follow up after a sales presentation. Sample letter


  1. The letter is sent to remind both the customer and the target customer of your unending desire to serve him/her. Do not repeat previous offers but present him or her new ideas, like additional facts about the product or a special discount. You may opt to send her two letters, one after the meeting and another few weeks later for follow-up purposes.
  2. Thank the customer for his or her time and interest during the presentation of the product and service. If you plan to follow-up, you can ask the client whether he successfully received the materials and if he enjoyed reading it.
  3. Highlight the qualities that are most attractive to the customer, or those that will best fit his necessities.
  4. Show the customer the ease of placing an order. Explain the steps very well and encourage him/her.


[Senders Name]
[Address line]
[State, ZIP Code]

[Letter Date]

[Recipients Name]
[Address line]
[State, ZIP Code]

[Subject: Normally bold, summarizes the intention of the letter] -Optional-

Dear [Recipients Name],

I thank you for letting me showcase my insurance proposal. It was an enjoyable meeting.

I would like to reinstate some of the main aims of the policy and also wish to answer all you queries.

*If you apply for insurance now, one of you family member will get a 50% discount

* The down payment is very less

* You can customize the policy according to your wish

Also, I would like you to take a look at the fantastic savings you can make on this policy. You can save up to $500 per year.

I will call you by next week to answer all your queries. For any further details, please call 111-222-111.


[Senders Name]
[Senders Title] -Optional-

[Enclosures: number] - Optional -
cc: [Name of copy recipient] - Optional -