{"id":20371,"date":"2020-09-01T15:07:26","date_gmt":"2020-09-01T14:07:26","guid":{"rendered":"https:\/\/www.intercom.com\/blog\/?p=20371"},"modified":"2024-07-12T17:12:44","modified_gmt":"2024-07-12T16:12:44","slug":"customer-follow-up","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/customer-follow-up\/","title":{"rendered":"The art of the customer follow-up and delightful customer service"},"content":{"rendered":"<p>Part of the ritual of eating a meal in a good restaurant is the waiter asking if you\u2019re enjoying your food and if there is anything else they can get for you.<\/p>\n<p>Now, you might not think much about that particular restaurant practice \u2013 after all, it\u2019s just a simple <a href=\"https:\/\/www.superoffice.com\/blog\/follow-up-email\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer follow-up<\/a> question shortly after your food has arrived.<\/p>\n<p>However, there are a few lessons in this simple <a href=\"https:\/\/www.nextiva.com\/blog\/customer-service-examples.html\" target=\"_blank\" rel=\"noopener noreferrer\">example of customer service<\/a> that are valuable for anyone who works in <a href=\"https:\/\/www.intercom.com\/blog\/defining-customer-support\/\">customer support<\/a>. How do customers feel about the service they&#8217;re paying for? Does our service contribute to a sense of <a href=\"https:\/\/www.intercom.com\/blog\/real-customer-delight-isnt-over-the-top\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer delight<\/a>?<\/p>\n\n<h2 id=\"importance-of-following-up-in-customer-service-asking-is-what-matters\">Importance of following up in customer service \u2013 asking is what matters<\/h2>\n<p>Usually, we can reply that everything is delicious and quickly forget the waiter even checked in with us. Sometimes there will be an inevitable issue \u2013 you\u2019re missing some cutlery or condiments, or the food isn\u2019t quite what you ordered \u2013 but above all, it is the very asking of the question that shows they care about your experience.<\/p>\n<blockquote class=\"pullquote-style-one\"><p>\u201cYou\u2019re paying for a service, despite not feeling like you\u2019re getting much of a service at all\u201d<\/p><\/blockquote>\n<p>Contrast that sense of care with those occasions when you can\u2019t catch the eye of a waiter no matter how hard you try. Or worse still, you have to ask the waiter where your food is and why it\u2019s taking so long. Those situations are infuriating \u2013 you\u2019re paying for a service, despite not feeling like you\u2019re getting much of a service at all.<\/p>\n<p>There are a few elements of this scenario that translates to customer support. A <a href=\"https:\/\/www.intercom.com\/blog\/customer-support-software\/proactive-support\" target=\"_blank\" rel=\"noopener noreferrer\">proactive support<\/a> model, where you follow up with your customers consistently and help pre-emptively solve their problems, signals that you care about your customers and are dedicated to ensuring their continued success. It is this sort of consistent follow-up that will help ensure customers return to use your product or service again and happily recommend it to others. And when you take upselling and customer LTV into account, following up is actually a critical part of the sales process as well.<\/p>\n<h2 id=\"the-art-of-the-consistent-customer-follow-up\">The art of the consistent customer follow-up<\/h2>\n<p>Ensuring your follow-ups are consistent and effective, however, is as much an art as a science, and it involves overcoming the inherent challenges of customer support, which can be relentless (consistent inbound volume, meeting <a href=\"https:\/\/www.intercom.com\/blog\/help\/en\/articles\/2672446-hit-your-response-time-targets-with-sla-rules\" target=\"_blank\" rel=\"noopener noreferrer\">SLAs<\/a>, having a constant pulse on latest product releases). Agents can sometimes feel the need to just get through it and move on.<\/p>\n<blockquote class=\"pullquote-style-one\"><p>\u201cYou need to make sure the customer is happy with the resolution, so consistent, thoughtful follow-ups are key\u201d<\/p><\/blockquote>\n<p>Support isn\u2019t just about resolving a customer\u2019s first question and moving on, however. You need to make sure the customer is happy with the resolution, so consistent, thoughtful follow-ups are key. They are seemingly simple, but they have a profound impact on the customer experience and people\u2019s sense of being respected and cared for. This is something that small business owners often understand, but that larger companies can lose track of.<\/p>\n<p>One of the key elements of the follow-up is the timing \u2013 after all, waiters know to ask how you\u2019re doing shortly after the food has arrived, long enough for you to gauge if there are any problems but not so long that any issues can\u2019t be corrected without ruining your meal.<\/p>\n<h2 id=\"how-to-follow-up-with-a-customer\">How to follow up with a customer<\/h2>\n<p>Below, we share six examples of how you can follow up with a new customer after a sale. Regardless of your relationship with your client one of the best ways to follow up with them is through a <a href=\"https:\/\/www.intercom.com\/blog\/messenger\" target=\"_blank\" rel=\"noopener noreferrer\">modern business messenger<\/a>. You\u2019ll be able to proactively send targeted messages to help customers at the precise moments they need it, seamlessly send relevant help content, and even hop on a call for more complex conversations.<\/p>\n<h3>1. Say thank you<\/h3>\n<p>This is the most common type of follow-up message for a reason: it lets you express appreciation for the customer\u2019s purchase and establish consistent contact into the future. For example, for conversations with VIP customers, you can include a phone number or email address where they can reach you if they have questions or run into stumbling blocks.<\/p>\n<h3>2. Help them get started with your product or service<\/h3>\n<p>Just as a mai\u0302tre d\u2019 can set the tone for your whole experience at a high-end restaurant, a well-crafted welcome message or onboarding product tour sets the tone for your product or service. These types of messages should focus on things that will actually help the recipient get value from your product from day one. Things like:<\/p>\n<ul>\n<li>The most impactful next steps for them to take, e.g. send a message or add five teammates.<\/li>\n<li>The three most common questions customers have on the first day. Address them right upfront so they don\u2019t have to hunt around for the answers.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16926 size-large\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome-700x552.png\" alt=\"intro message template for customer engagement\" width=\"700\" height=\"552\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome-700x552.png 700w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome-300x237.png 300w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome-768x606.png 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome-600x473.png 600w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2018\/09\/welcome.png 1248w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/p>\n<h3>3. Inform them of new features<\/h3>\n<p>Proactive support helps customers get the most out of your product or service. Sending periodic messages updating them on new features is a great way to do this \u2013 especially if you\u2019ve just released a feature they\u2019ve requested before.<\/p>\n<h3>4. Ask if there\u2019s any way you can help<\/h3>\n<p>If you see that a customer isn\u2019t engaging or using a particularly powerful feature in your product, it might be time to send a follow-up message offering to help. For example, if you have a finance app, you can send a message to customers who haven\u2019t created their first invoice yet and share some best practice tips. This will not only show you\u2019re engaged, it\u2019s also a great opportunity to get some <a href=\"https:\/\/www.intercom.com\/blog\/customer-feedback-strategy\/\">customer feedback<\/a> on the product.<\/p>\n<h3>5. Upsell<\/h3>\n<p>If you think there\u2019s a product, service, or feature that the customer might find useful, then your sales team should let them know about it and try to upsell! You don\u2019t want to bother your customers too much, so only do this if you\u2019re confident that they\u2019ll be interested.<\/p>\n<h3>6. Send them articles that might be helpful<\/h3>\n<p>Your <a href=\"https:\/\/www.intercom.com\/blog\/articles\" target=\"_blank\" rel=\"noopener noreferrer\">knowledge base<\/a> is full of useful information on how to get the most out of your product. If the customer has expressed concern or interest in using some part of your product, send them articles or information that will help them use it. You can also automatically trigger messages to send to customers at the exact moment they\u2019ll need help while you\u2019re using your product or browsing your website.<\/p>\n<h2 id=\"how-we-follow-up-with-customers-at-intercom\">How we follow up with customers at Intercom<\/h2>\n<h3>With proactive automation<\/h3>\n<p>At Intercom, our Support and Product Education teams work hand-in-hand to deliver automated <a href=\"https:\/\/www.intercom.com\/blog\/conversational-support-reactive-proactive\/\" target=\"_blank\" rel=\"noopener noreferrer\">proactive messages<\/a> to our customers at critical moments throughout their customer journey. For example, after a customer signs up on day one, rather than leaving them to fend for themselves, we send them a relevant <a href=\"https:\/\/www.intercom.com\/blog\/onboarding-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding product tour<\/a>. The tour gives them a warm welcome and offers to show them around and introduce them to the most important few features that will get them up and running.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/06\/Proactive-support-Product-Tour-1.jpg\" \/><\/p>\n<h3>Hitting the snooze button<\/h3>\n<p>For more manual conversations, like those with VIP customers, we use a feature called <a href=\"https:\/\/www.intercom.com\/blog\/help\/en\/articles\/883709-snooze-a-conversation\" target=\"_blank\" rel=\"noopener noreferrer\">snooze<\/a> to help us follow up with specific customers and check if they&#8217;re happy with their resolution. You can set the snooze feature to automatically remind you to follow up on an important conversation a day, week, or month from now. Or you can choose whatever custom date works best. The conversation then gets shelved into a designated snoozed folder and reopens at the perfect follow-up moment.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-20374 size-full\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/Snooze-Intercom-Inbox-e.jpg\" alt=\"Intercom Snooze feature use to better follow up with customers\" width=\"674\" height=\"352\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/Snooze-Intercom-Inbox-e.jpg 674w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/Snooze-Intercom-Inbox-e-300x157.jpg 300w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/Snooze-Intercom-Inbox-e-600x313.jpg 600w\" sizes=\"auto, (max-width: 674px) 100vw, 674px\" \/><\/p>\n<p>Here are some valuable tips on how to check in with customers:<\/p>\n<ul>\n<li><strong>Be purposeful.<\/strong> Customers appreciate when you&#8217;ve put in the extra effort to ensure their issue is resolved. But it&#8217;s crucial that your follow-up message with the customer should always be meaningful for them \u2013 don&#8217;t just <a href=\"https:\/\/www.intercom.com\/blog\/end-just-checking-customers\/\" target=\"_blank\" rel=\"noopener noreferrer\">&#8220;check in&#8221; on your customer<\/a>. A generic one liner with no real goal can cause noise and interrupt your customer&#8217;s day. Give it a purpose, whether that\u2019s updating them on a product update or a resolved bug, and keep it personal.<\/li>\n<li><strong>Be personal.<\/strong> While it\u2019s good to use a <a href=\"https:\/\/www.intercom.com\/blog\/help\/en\/articles\/206-respond-to-customers-faster-with-saved-replies\" target=\"_blank\" rel=\"noopener noreferrer\">saved reply<\/a> to create a \u201cfollow-up snippet,\u201d try to personalize the query where applicable.<\/li>\n<li><strong>Be timely.<\/strong> I find mornings can be overwhelming \u2013 catching up on emails, Slack, updates, retros, scrum meetings \u2026 never mind grabbing some coffee and breakfast. The last thing I need is an overflowing <a href=\"https:\/\/www.intercom.com\/blog\/inbox\" target=\"_blank\" rel=\"noopener noreferrer\">Intercom Inbox<\/a> all requiring follow-ups, so I schedule them to reopen at a time I know I\u2019ll be able to pay them attention. Most days that&#8217;s in the afternoon.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-20373 size-full aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature.jpg\" alt=\"customer follow up with snooze feature\" width=\"980\" height=\"540\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature.jpg 980w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature-300x165.jpg 300w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature-768x423.jpg 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature-700x386.jpg 700w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/05\/follow-up-customer-snooze-feature-600x331.jpg 600w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/p>\n<h2 id=\"a-proactive-follow-up-approach-is-key-to-customer-engagement\">A proactive follow-up approach is key to customer engagement<\/h2>\n<p>The sense of being cared for, similar to how you feel after a fine meal in a friendly restaurant, is what you should aim to provide with your support. A proactive follow-up approach helps keep your customer interactions more personal, authentic, and helpful \u2013 even after the initial sale is made.<\/p>\n<blockquote class=\"pullquote-style-one\"><p>&#8220;Just like with a welcoming restaurant, you\u2019ll retain more customers and keep them coming back for more&#8221;<\/p><\/blockquote>\n<p>With proactive support, you can onboard and educate your customers and empower them to achieve continued success with your product or service. Just like with a warm, welcoming restaurant, you\u2019ll retain more customers and keep them coming back for more.<\/p>\n<p>Proactive support is incredibly powerful, but it\u2019s only one piece of the puzzle for delivering personal support to your customers. With the <a href=\"https:\/\/www.intercom.com\/blog\/campaign\/conversational-support-funnel\/overview\" target=\"_blank\" rel=\"noopener noreferrer\">Conversational Support Funnel<\/a> you can combine proactive, self-serve, and human support to get ahead of known problems, automatically answer repetitive queries, and quickly resolve complex issues.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Proactive customer follow-up is key to providing your customers with a sense of delight and a positive experience of your product or service.<\/p>\n","protected":false},"author":382,"featured_media":20525,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[3],"tags":[24625],"coauthors":[14072],"class_list":["post-20371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-support","tag-customer-follow-up"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Customer Follow-Up: 6 Proven Ways to Follow-Up After a Sale<\/title>\n<meta name=\"description\" content=\"Proactive customer follow-up is key to providing your customers with a sense of delight and a positive experience of your product or service.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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