How to keep track of your budget
For your clients, every detail matters. In today's blog, we explain how to correctly follow up on the budget you have sent to your client.
You should ensure that your client does not feel pressured if they have not given you an immediate response.
What steps should you follow?
Write to your client to make an appointment with them
Whether it's through a call or email, ask your client if they agree with the budget you have sent and if they would like to discuss any specific aspects. Be transparent and approachable, and take the opportunity to remind them that the more communication between you, the more flexible and adaptable your budget will be.
You will make your client feel comfortable and build enough trust to know if your product or service budget will be carried out.
Sharing visions will also help you improve your business and grow together with your clients.
Make sure to set the pace for the budget
If you let the client decide when to respond, you will be wasting time with potential clients who might be interested. Be clearer with them, get back in touch and let them know that your budget has an expiration date and that to meet certain deadlines, you need a response.
When the client sees the urgency in your response, they will reply. They may perceive it as potentially missing an opportunity if they do not confirm your budget.
Explain to your client what sets your business apart
If, after the previous two steps, you still have not received a response, we suggest you do not give up until completing this last step: add value to your budget. In other words, consider how you can draw attention, such as sending the client updates about your business or explaining the benefits of the product or service. Who better than you to talk about your business.
If at any point they have shown interest in what you present, your client will return. Be patient with the process, and do not forget that maintaining professionalism with your clients is a game-changer in your business. Here is an article about the types of clients you may encounter and how to deal with them.
And what can we do for your business? taclia is a tool that allows you to create detailed budgets without spending too much time managing them. You can customize them to your liking and send them directly to your client with just one click. Your rates will be included automatically without having to review them every time you make a budget. Forget about Excel and headaches.
We teach you how to make a budget In this video.
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