The Level #82
< 3 min
My Strategic Follow-Up Sequence:
Change your follow-up from "checking in" to confidently leading next steps. Each template balances authority, respect, and clear direction - designed specifically for your sales process.
Core Principles
Before we dive into the templates, remember:
→ Every email should tie back to business outcomes
→ Extend invitations, don't chase responses
→ Maintain premium positioning throughout
→ Lead with clarity, not pressure
My Strategic Sequence ↓
1. Initial Window (2-3 Days Post-Call)
Subject Line: Next steps for [specific outcome].
Email Body:
Hi [Name],
I've been reflecting on our conversation about [specific challenge they shared]. Your point about [insight they offered] aligns exactly with what we're seeing with other [their position] right now.
Based on your timeline for [their goal], I'm holding these potential start dates:
• [Date Option 1]
• [Date Option 2]
If this still feels aligned, I'll send over:
→ Implementation timeline
→ Success metrics framework
→ Onboarding details
Let me know which date works best, and we'll move forward.
2. Momentum Maintenance (5-7 Days)
Subject Line: Decision framework for [their goal]
Email Body:
Hi [Name],
I understand you're evaluating options for [achieving specific outcome].
To help frame your decision, here's what similar [their position] typically consider:
→ Implementation timeline (3-6 months)
→ Resource investment
→ Expected ROI timeline
I have availability to explore these points in detail if helpful.
Would you like to:
A) Review detailed implementation plans
B) Discuss modified timing
C) Close the loop for now
3. Strategic Re-Engagement (2-3 Weeks)
Subject Line: Alternative approach for [their challenge]
Email Body:
Hi [Name],
Since our conversation about [specific challenge], I've been thinking about an alternative approach that might better align with your [specific constraint they mentioned].
We recently helped [similar company] achieve [specific outcome] with a modified implementation that:
→ Required less upfront investment
→ Showed results within [timeframe]
→ Maintained premium positioning
If this interests you, I have availability next week to explore the details.
4. Value-Based Reconnection (2+ Months)
Subject Line: New framework for [their industry] leaders
Email Body:
Hi [Name],
When we last spoke about [specific challenge], timing wasn't quite right. Since then, we've refined our approach based on work with [similar companies].
The updated framework:
→ Reduces implementation time by 40%
→ Shows measurable results in [timeframe]
→ Requires minimal team bandwidth
If [original pain point] is still a priority, I'd be happy to share what's working for similar firms right now.
Your Level Up:
For maximum impact:
1. Customize each template with specific insights from your discovery conversation
2. Focus on their desired outcomes, not your process
3. Maintain premium positioning through confident, clear language
4. Offer specific next steps, not vague check-ins
5. Track response patterns to optimize timing
Remember
You're not:
Following up, Checking in, Hoping for responses
You are:
Leading next steps, Maintaining momentum, Driving strategic outcomes
Keep up the good work,
Amanda
P.S.
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