The 7-Day Follow-Up Sequence Template

Hey [First Name], Thanks for reaching out to [Business Name]. Got your message. If they filled a contact form: Your inquiry about [topic they mentioned] is in front of me. I'll be in touch shortly to understand your situation better and see how we can help. If they commented FOLLOWUP on social: Your 7-Day Follow-Up Sequence Template is right here: [LINK] In the meantime, one quick question: what's the most important thing you're trying to solve right now? Even a one-line answer helps me make sure our conversation is useful. [Your Name] [Business Name] · [City]

Hey [First Name], A conversation I have pretty regularly on discovery calls: Me: "What happened to the leads you spoke with last month who said they'd think about it?" Business owner: [pause] "I... sent them an email. A week later, maybe." Me: "What did the email say?" Business owner: "Something like 'just following up to see if you'd had a chance to think about our conversation.'" That email never works. Not because the lead isn't interested, but because "just following up" is the most forgettable email in existence. It communicates nothing. It offers nothing. It gives the lead no reason to re-engage. Here's what actually happens when a lead says "I'll think about it": they go back to their life. They have meetings. They deal with things. Your conversation moves into the background. Not because they're not interested, but because nothing is competing for their attention on your behalf. The leads that convert aren't the ones who were more interested to start. They're the ones who received a follow-up sequence that gave them something worth coming back for. Day 2's email follows tomorrow. For now, the article that covers the full psychology of follow-up is here: [READ: Stop Losing Clients from Lack of Follow-Up →] [Your Name]

Hey [First Name], 80% of sales happen between the 5th and 12th contact. Most businesses stop at one or two. That gap is where the revenue lives, and it belongs to whoever shows up consistently in that window. Not the loudest. Not the cheapest. The most consistent. The businesses that have this figured out aren't doing anything complicated. They have: 1. An automated first response that goes out in under 5 minutes 2. A 7-day sequence with real content in each message (not "just following up") 3. A different channel on different days, so the message arrives in a new context The 7-Day Follow-Up Template covers all three. [LINK TO TEMPLATE / ASSESSMENT] Tomorrow, Todd is going to walk through the actual technical setup, why some businesses have follow-up that works and some have follow-up that appears to work but breaks silently. [Your Name]

Hey [First Name], Todd here. Let me give you the under-the-hood version of why follow-up systems fail even when they're "set up." The most common issue we see: a business has a CRM, a website with a contact form, and an email sequence. They show up in three separate tools (the form tool, the CRM, and the email platform), connected by Zapier or Make webhooks. When it works, it looks like a system. When the webhook drops at 2AM (and it will), the lead comes in, nothing fires, and the business owner doesn't know until they're wondering why they stopped getting leads. We call this the house of cards problem. Every bridge between tools is a card in the stack. The higher the stack, the more likely it is to fall, at exactly the wrong moment. The alternative: all of it in one platform. Lead capture, CRM, email sequences, WhatsApp messages, all native, all inside the same system, reading from the same database. When a lead comes in, the response fires from inside the same platform that captured the lead. No bridges. No silent failures. This is how Hub365 CRM is built. And it's why the 2:47 AM lead gets a WhatsApp response in 3 minutes while most businesses are asleep. [Your Name]

Hey [First Name], Here's the channel question most business owners get wrong: which one should I use? The answer is: all three. At the right moment. WhatsApp is for the immediate response. High open rate (95-98%). Feels personal. Best for the first message within 5 minutes and check-ins on Days 2-3. Email is for the content sequence. More space to educate, tell stories, give value. Best for Days 1-7, sent at a consistent time (we use 9AM local). Phone or video is for the warm close. After Days 4-5, if a lead has opened 3+ emails, a personal outreach moves them faster than any automated message. Most businesses use one. The ones converting at the highest rates use all three, in the right order, with the right content in each. The template we sent you includes the timing and content for each. The automation spec (which channel, which day, what to say) is inside the full assessment: [TAKE THE FOLLOW-UP AUDIT →] [Your Name]

Hey [First Name], We cap new client onboarding at 8 per month. Not a marketing tactic. A structural decision. The first two weeks with a new client involve a full audit: CRM setup, automation architecture, follow-up sequence build, integration testing. It requires real time from Todd and me. If we onboard more than 8 businesses at once, the quality drops. Right now we're booking for May. A few spots remain. The businesses in those spots will have a functioning 7-day follow-up sequence live within two weeks. Automated first response within 5 minutes of a lead coming in. WhatsApp integrated natively with the CRM. No bridges, no silent failures. If that's what you've been trying to build, and you want to do it with people who've built it for 150+ businesses, this is the window. [BOOK YOUR FREE STRATEGY SESSION →] No pitch until we've looked at your actual situation. [Your Name]

Hey [First Name], Last one. After this, you'll hear from us when we publish something new. Three paths: 1. Build it yourself. The 7-Day Template we sent you is complete. Copy the emails, adjust the voice, set up the automation in whatever tool you're using. The content is there. 2. Book the free session. 45 minutes. Todd looks at your current setup. I map the gaps and the priority sequence. No commitment required. [BOOK HERE →] 3. Start with the audit. If you want to know specifically where your follow-up is losing leads before committing to a solution, the interactive assessment gives you the answer: [TAKE THE FOLLOW-UP AUDIT →] Whatever you choose, stop losing the leads you've already paid to get. [Your Name]