Improving Client Follow-Up Processes in Consulting

Your to-do list isn’t always the real problem…. It’s the 17 follow-ups you DIDN’T plan for. A client didn’t respond. A proposal sat in inbox limbo. A simple status check turned into 3 emails and a meeting. And suddenly, your day’s gone and your brain feels fried. I had a client who was spending 6+ hours a week just following up with leads, clients, and partners. No system. Just memory and a messy inbox. We mapped out his follow-up touchpoints; onboarding, project milestones, renewals, and built a simple system: ↳ Trigger-based email templates inside his CRM ↳ Weekly automated check-ins for key clients ↳ A shared spreadsheet to track follow-up dates and responsibilities By week two: ✅ He’d reclaimed five hours. ✅ Client satisfaction was up; because they felt more supported. The truth is: You don’t need to be everywhere at once… You just need systems that keep things moving, even when you're deep in other work. If you’re relying on memory (or sticky notes) to keep client communication on track, you’re making it harder than it needs to be. I created a free guide to help you document and delegate your processes efficiently, so your business runs smoothly, even when you're not chasing every moving part. Link is in the comment section below. This is exactly what I help small business owners do: build clear, practical systems that save time and reduce stress so you can focus on what matters most. #systems #leadership #business #strategy #ProcessImprovement

60% of your potential clients are disappearing into a black hole. 🌌 I know because I audited my own follow-up process and discovered a shocking truth. I was losing over half my prospects after the first touchpoint. These weren't tire-kickers. They were genuinely interested prospects who simply... vanished 🫥. So I built a 3-step follow-up framework that doubled my close rate in 30 days: 💼 The Value-First Follow-Up: Instead of generic "checking in" messages, I send something specifically helpful based on our conversation. This immediately separates you from every other "just following up" email they receive. 💼 The Social Proof Touchpoint: I share a specific client result related to their challenge. Not a testimonial blast – a targeted story that helps them visualize their own success. Conversion on this touchpoint alone: 23%. 💼 The Closing Question Evolution: I replaced "Are you interested?" with "Would it be helpful to discuss the specific approach that created these results?" This subtle shift increased response rates by 71%. 📈 Coach Emma implemented this framework with prospects who had gone cold for weeks. Within 10 days, she closed three clients worth $8,700. The system takes less than 15 minutes to implement for each prospect ⏱️. Get the full follow-up system template in our community. Link in comments. What's your current approach to following up with prospects who've gone quiet? 🤔 #coaches #community #framework #followup #leadgeneration

Over the weekend, I had an amazing 1-on-1 coaching session with Alicia, where we tackled a major challenge for many entrepreneurs: crafting a robust follow-up system for coaching or consulting businesses. 🤯 One of the biggest struggles is keeping up with conversations. When we lose track, we miss out on key opportunities. Here’s a quick breakdown of the steps we discussed to stay organized and never miss a follow-up: 💡 Know Your Platforms Choose the platforms that best support your follow-up process. Personally, I rely on Notion to manage conversations, dates, reminders, and more—it keeps everything in one place. 📊 Segment Your Audience Divide your contacts into categories: 🔹 Leads 🔹 Active Clients 🔹 Past Clients Each group requires its own unique follow-up strategy! ⚙️ Create Automated Sequences Automated sequences for different stages of your funnel can save you tons of time ⏳. I use tools like Waalaxy or ConvertKit, but explore options like: 🔹 HubSpot 🔹 MailerLite 🔹 ActiveCampaign ✉️ Personalize Your Messages People love personal touches. Refer back to previous conversations—it shows you care. I always note key points from every interaction to build stronger connections 🤝. 🔀 Diversify Your Touchpoints Don’t just stick to one method of communication! Use emails, LinkedIn messages, texts, or even voice notes to make a lasting impression 🎤. 🗓️ Stay Consistent Establish a follow-up cadence: 🔹 Leads ➡ Every 3-7 days 🔹 Active Clients ➡ Weekly check-ins 🔹 Past Clients ➡ Monthly or quarterly touchpoints 🎁 Offer Value in Every Follow-Up Share a helpful resource, tip, or special offer—always provide something meaningful to build trust and long-term relationships 💪. A system like this will help you stay organized, convert more leads, and strengthen client relationships 🙌. 💬 Want to learn more on building a robust follow up system? Reach out to me for your complimentary 15 minutes coaching session. Where I share simple ideas on how to create a follow up system that works for you.

My team was failing at sales before I fixed these 7 issues. Now we have 60+% of the team achieving quota every quarter! It was not a "leads" problem. It was a FOLLOWUP problem. Here's how we identified and fixed it: 1. Random timing Call 5 times one day, then disappear for 3 weeks. Fix: Day 1 (call), Day 3 (email), Day 7 (LinkedIn), Day 14 (video) Batch follow-ups at the same time daily 2. Generic messages "Just checking in" and "circling back" on repeat. Fix: "Saw you hired 50 engineers - bet that's creating scaling challenges" "Your CFO mentioned cash flow concerns. Here's how we helped [similar company] improve by 23%" 3. CRM looked like a graveyard No notes, missing contact info, deals stuck forever. Fix: Log what was discussed, next steps, and timeline after every call Set specific follow-up dates, not just "next week" 4. No clear next steps "Let me know your thoughts" instead of concrete actions. Fix: "I'll send the ROI calculator Thursday, let's review Friday at 2pm" "Based on our call, 15-minute demo with IT makes sense. Tuesday 10am or Wednesday 3pm?" 5. Give up too early Most deals need 5-12 touches, but reps quit after 2-3. Fix: Create 6-month sequence with 12 touchpoints Each touch provides value: case studies, industry insights, relevant news 6. Stick to email only Same boring channel, same boring results. Fix: Mix it up: Email → LinkedIn → Phone → Video → Handwritten note "Saw you're a Lakers fan - tough loss, but here's something to make your day better..." 7. Send quotes and disappear No follow-up after proposals. Fix: "Sent the proposal yesterday. Most clients have 2-3 questions - what's top of mind?" "Pricing conversations bring up questions. Quick call Thursday to walk through it?" Pro Tip: Great follow-up isn't about being persistent - it's about being valuable every single time you reach out. #sales #email #followups