The Automation That Helped Us Stop Losing Warm Leads

Hi everyone, I recently realized we were losing potential clients after discovery calls and proposals leads went cold, and past clients never heard from us again.

Last week, I built a simple system that fixed this without breaking the bank. Here’s what worked for me:

First, I created a structured follow-up plan for after discovery calls, proposals, and completed projects.

Then, I used a no-code tool to automate check-ins, proposal nudges, and upsell offers at the right times.

Now, instead of losing deals to silence, we’re keeping warm leads engaged and driving repeat business and it’s directly increasing our monthly revenue.

If you want to hear how I set it up, just let me know. Happy to share!

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