Follow-up that never depends on someone remembering.
Every stage from first inquiry to repeat business gets its own follow-up by email, text and ads. We build it, connect it so each person gets the right message at the right time, and keep it running. This page is also the hub of our automation, nurture and conversion program.
Illustrations of follow-up by stage and the math behind the program.
Question 1 of 5
What do I get?
Ten parts that work together, from the first reply to the reminder that brings a past client back.
New inquiries
An instant text and email, a call task for your sales team and a 7 to 14 day follow-up sequence, so no inquiry goes cold.
Downloads that build trust
When someone downloads a guide or offer, a sequence teaches, builds trust and invites them to book a call.
Booked calls that happen
A confirmation, reminders the day before and the hour before, short videos and resources ahead of the meeting, and a follow-up if someone misses the call.
After the sales call
A recap, proposal follow-up and a longer path for anyone who isn't ready yet, so they hear from you until the timing is right.
New clients, reviews and repeat business
A welcome sequence that sets expectations, review requests after key moments, referral asks in the first 30 days and reminders that bring clients back, like annual reviews, recall visits and maintenance checks.
Retargeting that moves people forward
Ads follow up based on the service page someone viewed, how much of a video they watched or a booking they didn't finish. Contacts and past clients become audiences, and the ads move people from getting to know you, to proof, to an offer.
Channels that work together
Once someone books or becomes a client, they stop seeing sales ads and sequences. Opening a proposal or revisiting a key page alerts sales to call. Email, text and ads say the same thing at the same stage, and closed deals go back to Google and Meta so ads find more people like your clients.
Behind-the-scenes automation
Client onboarding, internal handoffs and task creation, review and referral requests tied to real milestones, and reports that build themselves.
Messages that arrive, and follow the rules
Email is authenticated and lists are kept clean so messages stay out of spam. Texting has carrier registration, documented consent, opt-outs and quiet hours. Tracking, testimonials and ads follow your industry's rules.
Checked every month, documented for you
Monthly health checks catch broken automations before they cost you. An automation map documents every workflow, and it belongs to you.
One system, not a pile of tools
Email, text and ads know what the others are doing, so people stop getting sales messages once they book and sales hears when someone is ready.
Judged by calls and clients
Every sequence and retargeting campaign is measured by the booked calls and new clients it brings in, beyond opens and clicks.
Your automations, documented
A map of every workflow stays with you, so you always know what's running and why.
Question 2 of 5
How does follow-up work at each stage?
Each stage has its own sequence, and people move to the next one as soon as they take a step.
Before they book
Reply, teach and invite
An instant reply, a follow-up sequence and retargeting that moves people from getting to know you to booking a call.
Before and after the call
Show up, then decide
Reminders and short videos before the meeting, then a recap, proposal follow-up and a longer path for anyone not ready yet.
Once they're a client
Welcome, review and return
Onboarding, review and referral requests, and reminders that bring them back for the next visit or review.
Question 3 of 5
How will I know it's working?
Your reports show the booked calls and new clients each sequence and retargeting campaign brought in, and that every automation is still working.
Calls and clients by sequence
The number that matters most. Booked calls and new clients from every sequence, beyond opens and clicks.
Retargeting by stage
What each retargeting campaign cost and how many people it moved to the next step.
Automation health
Monthly checks that every workflow is running, with anything broken fixed before it costs you.
Want to see it in real numbers? See client results →
Question 4 of 5
Who does the work?
Our team, yours, or a split. You choose.
We build and run every sequence, retargeting campaign and automation. You approve the messages, and your team takes the calls.
How it works →We coach your marketer on writing sequences, building and connecting automations and documenting them. We certify them when they can do it without notes.
How it works →The most common split: we own the automations and retargeting, and your team handles approvals and day-to-day follow-up.
How a split works →Question 5 of 5
How does it fit with the rest?
This is the hub of our automation, nurture and conversion program. Improve each of the five steps from visitor to referral by 10% and the same traffic brings in about 61% more clients. The program has four parts, and each has its own page.
- Email campaigns Newsletters, promotions and campaigns that wake up old contacts.
- Conversion optimization Finding where clients slip away and fixing the biggest leak first.
- Landing page development Campaign pages designed, written and built.
- CRM setup and management The system every automation runs on.
What does it cost? There's no standard price list. Every engagement is built around where your business is and where you want it to go. Book a call and we'll show you what yours would take. What an in-house team would cost →
Stop losing people between steps.
Book a call. We'll walk through what happens today after someone reaches out, and where follow-up stops.