#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.

 

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