While checking follow-up methods, at one of my clients, the sales person was sending Video of their machine to their prospect through whatsapp. There were many mistakes I observed in her method :-
# The video was on her desktop not named properly.
# It was in a random folder
I suggested a better method
Decide what the video is about, create a play-list on their you-tube channel
Grab link of the video, as well as your channel
Create a whatsapp quick reply, insert the message as a standard template
Next time, don’t send the video via whatsapp, instead send it through a quick-reply, in seconds
What is the benefit of this method ?
- You save tremendous time
 - The client ( or receiver ) also knows your full range
 - As it uploads on youtube, you also get the SEO advantage
 - It's a long-term link ( until you edit the decription )
 
What minimum ( and maximum ) you should have is :-
- Tetimonials from your best clients on your website
 - Business owner's Link-in profile ( accurate if not attractive )
 - A Youtube Channel with proper play-lists
 - Links of the above 3 collaterals readily available through Whatsapp Quick-messages
 - A simple CRM system with a good channel-partner support ( No harm in trying out with a free CRM initially )
 
- A system to retain records ( They prefer excel - which is random ) : This is CRM
 - An approach & respect towards descipline to follow it.
 - A habit to do it again & again ( though boring sometime ).
 
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