#9: Automating Your Follow-Up Process

Feb 25, 2018 | Marketing / Automation, Office Operations, Working with Clients

This Systems Sunday video lesson will cover AUTOMATING your prospect follow-up system.

Last week, I went over my 3-step follow-up system in which I showed you how to create categories or buckets for your prospects, creating a system for what happens to the people in each category, and finally, adding the contact’s information into a database.

And it’s that last piece – entering the information into a database, or CRM (customer relationship management) program, and what happens to the people in each category – that is a GREAT process to automate because it will save you loads of time AND make it so that things aren’t falling through the cracks.

In this 5-minute video, I show you my own follow-up process overview and then the step-by-step.

The freebie for this Sunday is a Sample Follow-Up Emails Swipe File that contains 20 email templates that you can copy/paste!

Grab the swipe file here.

Here are some scheduler programs mentioned in the video:

I’m an Infusionsoft Certified Partner and reseller, and plans start as low as $99/month, so if you are interested in this program and want to see a demo or talk about how this program can help you, we can schedule a chat anytime.



Ready to get the most out of your viewing time?

Pick a collection below to get actionable, momentum-building advice with what you need help with right now.


Setting rates, client boundaries, & onboarding systems


Social media, email marketing, automation, & funnels


Processes, planning tools, outsourcing, & scaling systems

Simple Systems for Virtual Assistants

Grow, market, organize, and scale your business with FREE simple systems!

With short actionable insights brought to you every week, Systems Sunday videos have earned its spot as *can’t miss* watching for thousands of results-driven virtual pros just like you.