CRM, lead flow and sales techniques · Selling after the sale
Go back months later and find out whether you delivered what you promised.
A promise kept check follows a sale from hand-off to delivery to go-live, then returns months later to ask whether the value you promised arrived. This page covers the post-sale stages, the invoice and payment steps, the customer call, and ends with a one-page promise-kept review.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
A promise kept check follows a sale from hand-off to delivery to go-live, then returns months later to ask whether the value you promised arrived. This page covers the post-sale stages, the invoice and payment steps, the customer call, and ends with a one-page promise-kept review.
A rooftop solar installer in Mysuru commissions a system in March. The quotation said the electricity bill would fall sharply. In October the customer is still paying a bill that looks the same, the inverter shows a fault light, and nobody from the company has rung since the day the meter was fitted. The salesperson has already moved on to the next quotation.
The sale closes at the order. The promise closes only when the customer says it came true. This page puts stages after the win, so a deal is not forgotten the day it is booked, and sets a date to call or visit customers who bought some months ago and ask three plain questions.
The sales head owns the stages and the owner makes the calls, at least the first round. It replaces the idea that delivery is somebody else's problem. It sits after the handover standard, which covers what passes from sales to delivery, and before renewal and referral work, which depend on the answer you collect here.
Where this sits
Topic 12 of 13 in crm, lead flow and sales techniques: selling after the sale. Onboarding, repeat business and retention as part of selling.
- The topic before
- Content as a sales tool
- The topic after
- Inbound business strategy and alignment
If you want this done for you
Get help building your own customer success function instead of hiring blind.
The work
What this is actually like.
“The promise is in the quotation, not in memory”
Collect the words that were actually used: the quotation, the WhatsApp voice note, the line the rep said on the phone. Put them in a column called what we said. Reps promise more on the phone than in the document, and that gap is where complaints come from.
“Go-live is not delivered value”
The machine running is go-live. Rejections falling, the bill dropping, the clinic's no-shows reducing is the value. Write the test for each promise in the customer's terms before the order is booked, so you know what to ask later.
“Invoice and payment are stages too”
In India a sale is not finished until the GST invoice is right and the money is in. A wrong GSTIN or description comes back weeks later as a correction request, and the customer remembers the friction. Add invoice sent and payment received as stages, and let your CA confirm the invoice details.
“The call feels awkward, so make it a visit”
Customers answer a surprise call with politeness. Answer is truer in person or on a short video call with the equipment in view. Ask what they would tell a friend, and write the sentence word for word.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The post-sale stage list
Stages after won: handed to delivery, delivered, live, invoice sent, paid. For each, the exit test, the owner, the date entered and days in stage. Add it to your CRM or sheet.
Result: Finished when every won deal sits in exactly one stage and none is older than its limit without a named reason.
The promise register
One row per promise: customer, promise as written, who made it, evidence it was met, date checked. Start with last quarter's quotations.
Result: Finished when every quotation sent last quarter has a row and an owner for the check.
The call list and question card
Customers who bought six to twelve months ago, with three questions: did it do what we said, what would you tell a friend about us, did anything cost more than expected. Add your customer's profit view: what the account cost you in support hours.
Result: Finished when each call leaves one line in the register and one action with a name.
The promise-kept review
One page: promises kept, partly kept, not kept, grouped by who made them and by product, with the fix for the biggest pattern.
Result: Finished when the sales head changes one sentence in the quotation template because of what the review found.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How soon after the sale should I check?
What if the customer says we did not deliver?
Is this the same as asking for a review?
Who should make the calls?
How much does it cost?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of selling after the sale
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.