This is a sample of the follow up note after a sales call. It builds over time to help create a mutual plan with the recipient. A Mutual Plan summarizes what was learned in the sales call and what has yet to be learned. It provides a confirmation of the understanding and provides the seller a way to differentiate themselves as a seller vs other sales people who don't follow up from a meeting or those who only send a simple note of thanks. The mutual plan provides valuable feedback to both the seller and the prospect.
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