Jun 3, 2006 20:53
18 yrs ago
9 viewers *
English term

closing the loop

English Marketing Marketing Networking
Steps to follow when calling a contact or client to ask for referrals.

1. Setting the stage.
(e.g. I would like to talk business and could use your help)

2. Showing that you value his time.
(Do you have a few minutes to speak with me now?)

3. Setting expectations.
(I am looking to expand my client relationships with more colleagues in the Mid-Atlantic.)

4. Triggering reaction.
(I was hoping you could help me out. You have always been a great resource n the past. I was hoping you could provide me with the names and contact information of at two to three people I could contact.)

***5. Closing the loop.***
(Do you think you could call Joe on my behalf and give him a heads up so he will be ready to take my call? As you know, a warm call is more effective that a cold call.)

Responses

+5
7 mins
Selected

the final step

It indicates the last step in the abovementioned 'pattern' of communication. Since the very same pattern can be repeated, at least theoritically, with any number of contacts/clients, it is named 'loop'.

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Note added at 9 mins (2006-06-03 21:02:14 GMT)
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the final step to achieve the goal that you have triggered the entire process/pattern/strategy/etc for.
Peer comment(s):

agree sarahl (X) : どういたしまして!
1 hr
merci, sarah :)
agree Asghar Bhatti
5 hrs
merci, asghar :)
agree Alfa Trans (X)
21 hrs
merci, marju :)
agree Sophia Finos (X)
22 hrs
merci, sophia :)
agree NancyLynn
22 hrs
merci, nancy :)
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4 KudoZ points awarded for this answer. Comment: "Thank you!"
8 mins

finishing the deal you want from the person (i.e. referrals)

Probably an image from tying ropes, and latterly, electrical circuits.
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8 mins

arranging for completion

Think of a lasso. You've spent the first four steps figuratively getting the lasso around Joe's acquaintance. Now you want Joe's acquaintance to tell you he/she is on your side in this, i.e., you're figuratively roping him/her in.
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54 mins

get to the point of the call

and probably the last step is: Showing your appreciation
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15 hrs

Close the call (or deal)

Actually I would change the verb form in all the steps:

1. Set the stage.
(e.g. I would like to talk business and could use your help)

2. Show that you value his time.
(Do you have a few minutes to speak with me now?)

3. Set expectations.
(I am looking to expand my client relationships with more colleagues in the Mid-Atlantic.)

4. Trigger a reaction.
(I was hoping you could help me out. You have always been a great resource n the past. I was hoping you could provide me with the names and contact information of at two to three people I could contact.)

***5. Close the call***
(Do you think you could call Joe on my behalf and give him a heads up so he will be ready to take my call? As you know, a warm call is more effective that a cold call.)
Peer comment(s):

neutral Jeanette Phillips : it's hard to find an alternative to "close the loop", but I don't think call or deal are accurate enough. To keep someone in the loop meeans to keep them in the ring of communication, so I think we should be aiming for terms that mean communication rathe
57 mins
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