PAT BERRY — DIRECT SALES COMPANION
CHAPTER 16: After the yes
Starter worksheet for review — October 19, 2026

The first days should reduce uncertainty. Confirm what was chosen, what happens next, and how the person can get help.

1. Send a welcome summary with the chosen option, useful links, and the next milestone.
2. Check that access or delivery worked. Ask one practical question about the person's first experience.
3. Schedule a check-in and record any issue until it is resolved. Do not turn every support contact into an upsell.

Direct Sales application
Use a 30-day welcome plan: day 1 confirm; days 2–7 help with first use; week 2 answer questions; week 4 check fit and next needs. Follow approved product guidance.

Welcome plan
Day or milestone:
_______________________________________________________

Purpose:
_______________________________________________________

Useful information:
_______________________________________________________

Owner:
_______________________________________________________

Due date:
_______________________________________________________

Customer preference:
_______________________________________________________

Completion:
_______________________________________________________

Issue and resolution:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.