Roleplay Lab 9: Follow-Up and CRM After the Sales Conversation

In this Roleplay Lab episode of Selling That Solves Problems, students hear weak and stronger versions of follow-up and CRM documentation after a sales conversation with Tina Green, owner of GreenEarth Landscaping. The weak version shows vague follow-up, unclear next steps, and incomplete CRM notes, while the stronger version demonstrates how to confirm the next action, identify the people involved, document customer needs and concerns, assign follow-up responsibilities, and use CRM to support customer success.Recommended Course Placement: Unit 6, Module 6.3 — CRM Helps You Remember, Follow Up, and Serve the CustomerCo-hosts and Actors: Dr. Derek, Maya Patel, Marcus Reed, and Tina Green