7-Day Follow-Up Automation
Most leads don’t say “yes” on the first touch, they need reminders and clarity. This quick fix adds a short, friendly 7-day nurture (email + SMS) so warm leads don’t fall through the cracks and more of them book.
Why Follow-Up Matters
- Timing beats talent: Many prospects are interested but busy. A nudge wins the day.
- Trust by repetition: 3–7 touches with the same next step increases conversion materially.
- Owner relief: Automated reminders prevent “I forgot to follow up” from killing deals.
The Fix
We’ll drop in a lightweight 7-day sequence that:
- Starts when a lead shows interest (form fill, DM, missed call, or no-book after consult).
- Alternates Email + SMS (short, human, one clear call-to-action).
- Stops automatically the moment they book or reply with a question.
What You’ll Need
- Your CRM (we’ll use your existing system).
- Ability to send Email + SMS from the CRM (or via an integration).
- Your booking link (Calendly/Acuity/CRM calendar) and a simple offer description.
Implementation Steps
- Define the trigger: “Lead created” OR “Consult not booked in 24h” OR “No-show on consult.”
- Build the path: Day 0 (instant), Day 1, Day 3, Day 5, Day 7. Stop on book/reply.
- Add conditions: If Booked = true → exit. If Replied = true → hand to human.
- Test it live: Create a test lead, watch the messages fire, and ensure exits work.
Swipe Copy (ready to paste)
Day 0 - SMS (instant)
Hey [firstName], it’s [yourName] from [business]. Here’s the quick link to grab a time: [calendarLink]. Questions? Text me here and I’ll help. 👍
Day 1 - Email
Subject: Quick scheduling link
Hi [firstName],
Following up so you’ve got the link handy. Most people pick a 15-min intro: [calendarLink].
If there’s a better time or a question first, just reply here. I’m happy to help.
– [yourName]
Day 3 - SMS
Quick reminder. [firstName], 15-min intro spots go fast. Grab what works: [calendarLink].
Day 5 - Email (objection helper)
Subject: Common questions (2 min read)
Hi [firstName],
Three quick answers we get a lot:
1) How long is it? 15 minutes, zero pressure.
2) What do we cover? Your goals + best next step.
3) Cost? Intro is free; options after if it’s a fit.
Book here when ready: [calendarLink].
– [yourName]
Day 7 - SMS (last call)
Last nudge from me, if now’s not the time, no worries. If you want the intro, here’s the link: [calendarLink]. Otherwise, reply “later” and I’ll check back next month.
Optional Branches
- No-show recovery: “Missed you earlier, want to reschedule? [calendarLink]”
- Win-back after 30 days: “Still open to chat? I held a couple of intro spots, [calendarLink]”
CRM Setup Notes
- Tags/Stages: Add tags like
nurture-7dand pipe stage “Interested → Nurture.” - Exit rules: Booked OR Reply detected (email/SMS) → remove tag, move stage, stop automation.
- Compliance: Include “Msg & data rates may apply. Reply STOP to opt out.” in SMS where required.
Tracking & Targets
- Speed: Day-0 SMS delivered in <60s.
- Conversion lift: +15–30% more intros booked vs. no nurture.
- Reply rate: Aim for 8–15% SMS replies; route replies to a human fast.
Pro Tips
- One CTA per message: the calendar link, nothing else.
- Plain language: write like a text to a friend; skip fluff and marketing speak.
- Human handoff: When they reply, stop automation and answer personally.
- Time windows: Send SMS 9am–7pm local; emails early morning or early afternoon.
Next Steps
Turn this on and watch “maybes” become bookings. Want us to wire the triggers, write the messages in your voice, and plug it into your CRM?