Follow up with control
Follow-up cadences
for active deals and old prospects.
Follow-up should clarify the next step. It should not feel like begging. Every message should reference the leak, the package, the outcome, and the decision needed.
After first conversation
- Same day: send short recap with the leak you heard.
- Day 2: send one relevant service page or audit note.
- Day 4: ask if they want intake or a smaller first step.
- Day 7: close the loop with a direct yes/no next-step message.
After audit sent
- Same day: confirm they received it.
- Day 2: point to the top two fixes, not the whole report.
- Day 5: offer a 15-minute review.
- Day 10: ask if the issue is still a priority.
After proposal sent
- Same day: summarize package, price, start requirements.
- Day 2: ask what would stop approval.
- Day 5: restate the business leak and first deliverable.
- Day 8: offer to adjust scope, not discount first.
Ghosted prospect
- Do not chase daily.
- Send one useful observation.
- Ask whether to close the file or revisit later.
- Log next follow-up date.
Past client upsell
- Start with what shipped.
- Show the next leak.
- Recommend one next layer.
- Ask for approval on the next monthly lane.
Referral ask
- Ask after a win or useful report.
- Name the type of business you help best.
- Make forwarding easy with one short blurb.
Script
Universal follow-up message
Hey [NAME], quick follow-up. Based on what we discussed, the first issue I would solve is [LEAK], not the entire marketing stack. The clean first move is [PACKAGE] because it gives you [OUTCOME].
Would you rather review the intake this week, or should I close this out and check back later?