Phase 7 · Nurture & Convert·7.5·~2 hours
Phase 7~2 hoursEasy

7.5 Follow-Up Cadence

Step-by-Step

Design your 7-touch, 21-day cadence

After someone enquires (contact form, phone call, booking request), follow up systematically:

  • Touch 1 (within 5 min): Phone call or personalised email. Speed wins. Leads contacted within 5 minutes convert 9x higher than those contacted after 30 minutes.
  • Touch 2 (day 1): If no answer on the call, follow up with an email: your response to their enquiry, pricing if relevant, and a clear next step.
  • Touch 3 (day 3): SMS follow-up: "Hi [Name], just following up on your enquiry about [service]. Happy to answer any questions -- reply here or call [number]."
  • Touch 4 (day 7): Email with added value -- a case study, FAQ, or relevant resource. Not a "just checking in" email.
  • Touch 5 (day 10): Phone call attempt #2. Leave a voicemail if no answer.
  • Touch 6 (day 14): Email addressing common objections or sharing a testimonial from a similar client.
  • Touch 7 (day 21): Final email: "I don't want to be a pest. If the timing isn't right, no worries. I'll leave the door open -- you can reach us at [contact] whenever you're ready."

Automate what you can

Not every touch needs to be manual:

  • Automated: Emails 2, 4, and 6 can be email sequences (section 7.2). SMS on day 3 can be automated.
  • Manual: Phone calls (touches 1 and 5) should be personal. The final email (touch 7) is more effective when personalised.
  • Use your CRM or automation platform to trigger the automated touches and create tasks/reminders for the manual ones.

Use multiple channels

A multi-channel cadence outperforms single-channel by 3x:

  • Email -- detailed information, links, attachments
  • Phone -- personal connection, urgency, complex discussions
  • SMS -- high open rate, short messages, time-sensitive
  • Don't use the same channel twice in a row. Alternate to avoid fatigue.

Track and measure your cadence

Measure these metrics monthly:

  • Response rate by touch: Which touch gets the most replies? (Usually touch 1 or 3)
  • Conversion rate: What percentage of enquiries become customers?
  • Average touches to conversion: How many contacts before they buy?
  • Drop-off points: Where do people stop responding? That touch might need improvement.
  • If you don't have a CRM, a simple spreadsheet works: Lead Name, Date, Touch 1 Date, Touch 2 Date, etc., Outcome.

Handle objections and dead leads

Common objections and how to handle them in follow-up:

  • "Too expensive" -- reframe value, share ROI examples, offer a smaller starting package
  • "Not the right time" -- respect it, add to a quarterly check-in list, send them value content in the meantime
  • "Using someone else" -- congratulate them, ask if you can stay in touch. They may switch later.
  • No response at all -- after touch 7, move to a long-term nurture list (monthly newsletter). Don't delete them.
The Rule of 7

Marketing research consistently shows that prospects need 7+ touchpoints before buying. Most businesses provide 1--2 and wonder why their close rate is low. A systemised cadence is not "being pushy" -- it's being professional and persistent. The key is that each touch adds value, not just "checking in."

You're Done When

    • 7-touch, 21-day cadence documented and agreed
    • Automated touches built in your email/SMS platform
    • Manual touches have reminders/tasks in your CRM or calendar
    • Multi-channel approach: email, phone, and SMS
    • Tracking in place to measure response and conversion rates
    • Dead lead process defined (move to long-term nurture, not delete)
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