Latest / Business-First Creatives: Client Experience & Systems for Service Providers
The Follow-Up Your CRM Can't Do For You
Y'all know I love a good automated follow-up sequence — but automation only works when a lead is still warm. This episode is about what to do three to six months later, when it's time to personally re-engage the people who went quiet.
I'm walking you through the four buckets of people who belong on your re-engagement list (including some you might not have thought of), where to reach out based on where you last connected, and exactly what to say so the conversation feels human — not salesy. Your homework: set a timer for 30 minutes and build your list.
I've laid out the plan fully in this…
The skinny
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