The 7-Day Lead Follow-Up System

FR-Blog-7-Day-Lead-Follow-Up

What is a Lead Follow-Up System?

If you’re only getting referrals and leads that come to you asking to sign up then you don’t need a follow-up process to see success in your sales process. Those people are pre-qualified and predisposed to buy what you’re offering.

However, as you get better at marketing (especially if you use FB ads) then you’re going to reach a larger audience who may not be ready to buy from you right away. It’s going to take a little time to build your trust with them and prove you’ve got something of value to offer.

This means you need to meet them where they’re at and start following up with them.

The goal of a follow-up is to be able to interact with the prospect, qualify them and get them to convert if they are a good fit.

It’s best to have a blend of personal contact and automated. Texts, phone calls, emails and even direct mail letters sent to them can be used to follow up and get them into their Success Session. That’s really what you’re trying to do after a lead becomes a sales prospect.

This process can be anywhere from 7 days to over 90 days if you want to get fancy. I suggest you start with the simple stuff first. Get a 7-day prospect follow-up sequence in place.

Your goal with the follow-up is to be able to interact with the prospect, qualify them and get them to commit to the Success Session if they are a good fit. It’s a way to build trust, stand out and increase your conversions.

On a recent coaching call, a few tweaks of the follow-up process and positioning of the Front End Offer for one of our coaching clients led to immediate improvements in his conversion percentage. One small tweak pre-qualified and pre-sold the leads to the Front End Offer.

Sample 7-Day Follow-Up Process

Here’s a sample 7-day follow-up process you can use to get more leads to become clients.

**Note: Once the Success Session is scheduled you will stop this follow-up sequence and move on to your Success Session Confirmation sequence.

Call Immediately After Getting Notified

This is a great way to stand out and increase your chances of getting the prospect into a Success Session. You may not be able to follow up immediately in all cases. But if you are able or if you have an administrative assistant to help you out, I recommend you reach out as soon as possible.

This call is designed to introduce yourself and qualify the prospect. If they qualify, you can set them up for their Success Session. If there is no answer keep moving through your sequence. Leave a voicemail, and let them know you’ll be emailing them.

Email Immediately If No Answer

If you call and there is no answer you can send an email to the prospect requesting to schedule a Discovery Call with them.

In this email you’ll want to provide some value such as helpful articles you’ve written or even share a testimonial. The goal is to get them to reply or respond so you can open up the lines of communication.

Day 3 Text #1

If you’ve not heard back from your prospect try texting them a bit of info. Tell them who you are, your business and why you’re reaching out. The goal of the text is to open the lines of communication but not to engage in in-depth communication.

Day 4 Call #2

If you’re still working on your prospect try calling once again.

Day 5 Email #2

Still no luck? Send them an email.

Try using “RE:” in the subject line as if you’re responding to something they sent you. It tends to get opened more frequently.

You can also use short and vague subject lines like “hey” or “what’s wrong?” to entice an open. Be cautious though. These can backfire if you don’t quickly get to the point in your email content, or if you don’t tie the subject line into the content.

Use their name in the subject line when appropriate and also in the body of the email. The more personalized you make it the better.

Day 6 Call #3

Shoot them another call at a time you think you might have the best chance to reach them. This could be in the morning before work or after work. Often times during the day people will let calls go to their voicemail and not worry about returning them, especially if they are at work.

At this point you need to turn it up a bit and create some urgency with them. You can do this by letting them know the offer they requested info on or the Front End Offer is expiring if they don’t take advantage soon.

Day 6 Text #2

If you don’t get an answer on the previous call, send a text immediately after. Make it short and to the point.

Day 7 Final Call

If you’re using a 7-day follow-up then this is your last attempt to call the prospect. There’s a good chance that if they aren’t replying by now they aren’t quite ready to buy.

Call one last time, leave a voicemail if they don’t answer and let them know you’ll be adding them to your email newsletter for tips to help them reach their goal.

Add To Your Newsletter

This is where you should add them to your email newsletter and send them the first email in your indoctrination series. It should welcome them to the newsletter, tell them what to expect and provide them some quick value.

If you have an e-book or opt-in offer this is a good time to send that along as well as a gift for them. It’s an act of goodwill and helps add value to the relationship.

From here you can send them your weekly emails and make an offer at least once per month to your email list to join your Front End Offer.

More Conversion Opportunities

Following this simple follow-up workflow will give you more opportunities to convert prospects to clients. You can extend this out a few days or even a couple of weeks if you’re really persistent or simply use it as it’s described here.

It’s easy to make this a 10-day follow-up by taking the weekends off, but I’ve found from past experience a few calls on a Saturday morning or early afternoon can be very productive for your sales. Sunday’s were usually taken off completely and respected for family time of the prospects.

A more purposeful follow-up will result in fewer leads slipping through the cracks.

Remember that you’re having to win the business of your leads and prospects. There’s a good chance they are researching all the solutions in your area. A call or text from you may be the edge you need to get in touch with them first and win their business.

Making or setting up calls also lets you qualify the prospects. You can also answer a lot of questions ahead of the Success Session that may hold the prospect back from scheduling if it’s only done online or via email.


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