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3 Ways to Avoid the Dreaded "Just Checking In" Email

3 Ways to Avoid the Dreaded "Just Checking In" Email

Nate, one of my partners at our marketing agency, was looking to engage a prospect with whom he did not have a follow-up call set.  He was preparing to reach out to the prospect, but was having difficulty phrasing an email that was not so saccharine.  

We threw around a few ideas and quickly came to our first conclusion.  Whatever you do, do not send a "Just Checking In" email. We brainstormed a better approach.

If you are in sales, you have most likely sent the following email (names have been changed to protect the innocent):

The "Just Checking In" Email

Subject:  Just Checking-In

Hi Jane,

How are you?

Just wanted to check-in and see if there is anything further that I can help you with.  I know you said you were set with your current vendor of marshmallow Peeps, but I wanted to see if you were satisfied with their dleivery schedule and methods.  Do you have 10 minutes this afternoon to speak?

Let me know what works.




Why Do We Do This?

The "Just Checking In" aka "Checking-In" email is used by a sales rep who is looking to get in touch with a prospect prior to a booked phone call, or when there is no future call scheduled on your prospect's calendar.  The purpose of this email is to get in front of your prospect and say, "Hey, I'm still here! Update me on how interested you are in doing business together".

This email can be used at any time during the sales process after your initial connect in order to re-engage a prospect.

The problem with this follow-up strategy is that it is selfish.  It focuses on what the rep wants, does not contribute value to the prospect and is not solving for the prospect's needs.


Why Is This The Wrong Thing To Do?

As HubSpot’s VP of sales, Peter Caputa, states, "our prospects must believe that we care about them, their challenges and their goals, before they'll be interested in hearing about us."  Throughout the sales process we need to explore the prospects' goals and challenges so that when we talk about our value add, it is in line with their needs.

When we send the "Just Checking In" email, we are focusing on what WE want from our prospect.  What WE want from our prospect is for them to do business with US today, refer US to their network and do business with US again next year. For this to happen, WE need to solve for THEIR needs, not OURS.  

So forgett the "Just Checking In" email, and solve for your prospects' goals and challenges at every interaction.


Go From Selfish To Help-ish

Looking at the core of the "Just Checking In" email, we understand its purpose is to engage the prospect, potentially receive an update, book a phone call, or simply check for vital signs.  How can we still accomplish these initiatives while focusing our central message around solving for the prospects' needs?  Here are 3 simple ideas:

  • Google Alerts

 Set up a google alert for your prospect's company name, competition, and industry keywords.  Throughout the sales process, Google will pull a variety resources that you can use to re-engage a prospect while focusing on their business goals and challenges.  Build your email title and body around an emphasis on what your sharing, then ask your prospect to get on the phone.

  • Leverage Existing Content

 Use content provided by your marketing team to further educate your prospect on what they are looking for help with.  Provide the article and make a recommendation on how this is relevant and will help them.

  • LinkedIn Group Recommendation

 Head over to LinkedIn and find a group that focuses on the industry your prospect is a part of, a group for people in similar job role or a group of their customers..  You will find great niche content in here that you can leverage to help your prospect.  You can also simply refer your prospect to the group of their potential customers as a potential lead source.


"Just Checking In" Done Right

 Subject:  Potential Lead Source

Hi Jane,

Are you familiar with the "The Association of Marshallow Managers"?  Check out the link HERE, to their LinkedIn group.  I know shipping marshmallows can be a sticky business but this group seems to have figured out a way to keep the PEEPS chirping along without any mishaps. I believe that with their tools and our company's experience with integrating the latest in marshmallow technology we can help you exceed your Q3 sales goals.

Do you have 10 minutes to connect tomorrow for me to walk you through best practices on leveraging this type of group?

Let me know what works.




Need help with your lead generation strategy, let us help you make un-stick the process so things flow much easier and with less goo. Click below:

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About the Author Michael Klausner

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