Professional advisors and salespeople know the value of thank you notes. However, most people find writing thank you’s challenging. While speaking in St. Louis last week, I heard an exceptional, simple strategy for writing thanks you’s, courtesy of Roger Plackemeier, a wholesaler with Allianz Life.
Roger suggested this three-part formula:
- The first sentence starts with “You,” and is focused on the person receiving the note.
- The second sentence is where you thank the person.
- The third sentence is an action idea, or next steps.
What does this look like in practice? Look at this example of a note I wrote last week:
“You made my day with the comments about my presentation last week at the 55th APAI Convention. Thank you, and I’m glad the ‘Heroes’ presentation was a part of the conversation when you closed the deal with your customers. I will stay in touch, and feel free to call me if I can ever help you in any way.”
Thank You Notes don’t need to be difficult. Use this strategy to make your thank you’s meaningful and effective. Thank you Roger, and as always…
Good selling!
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