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Creating a Follow-Up System to Book More Clients: Get More Clients

Hailey Dale
Creating a Follow-Up System to Book More Clients: Get More Clients

HEY THERE!

I’m Hailey – content strategist and founder here at Your Content Empire where we help you create more profitable, purposeful and productive content — and hopefully enjoy yourself more while doing it too. Learn more about me here >>

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Creating a Follow-Up System to Book More Clients: Get More Clients

Welcome back to this 7-part series that’ll take you through the steps of gaining at least 1 client in as little as 7 days. This is the final part of the series which focuses on creating your follow-up system.

  • Have you read Part 1 (How to Message Your Service-Based Offer)? If not, click here
  • Have you read Part 2 (How to Set Up Your Discovery Call System)? If not, click here
  • Have you read Part 3 (How to Create an Interest List for Your Services)? If not, click here
  • Have you read Part 4 (The Value Blitz Campaign)? If not, click here
  • Have you read Part 5 (The Fill-Your-Pipeline for Services Email Campaign)? If not, click here
  • Have you read Part 6 (The Client Multiplication Strategy: Get More Clients)? If not, click here

This is a 7-part series that’ll take you through the steps of gaining at least 1 client in as little as 7 days. It does take work – but these things should. If you’ve been struggling to get new clients (or your first client), this series is for YOU!

Prefer to watch this blog post instead? Click on the video below!

From part 1 to refresh your memory:

Over the past few months, I’ve been trying an experiment with a few of my service-based, private clients: How can we use content in 7 days or less to get them more clients (at least 1). What I loved about this experiment is that it’s super measurable – 7 days + At least 1 client. It’s very easy to tell if we’ve succeeded or not.

But what I loved most? The process worked exactly as it should in every single case so far…

Private Client A: 2 new clients

Private Client B: 1 new client (even though her sales cycle is usually super long)

Private Client C: 2 new clients and she had to turn another 1 away because she was at capacity

The complaint I get the most is that people think it takes forever for content to start “working” (meaning that their efforts start bringing them real business and sales). So I came up with a 7-Step System to get you clients right away from your content.

And I was blown away by the results my clients experienced (Important to note – they did the work and really showed up in implementing these steps. You must be willing to do the work!)

I’m so excited to share these steps with you and to see your results! I’ll be covering 1 set of steps per post. If you follow along and implement these steps, I have no doubt you’ll see results too.

Let’s Get Started—Wrapping Up Our 7-Part System by Following Up

Part 7 of the 7-day system to get more clients from your content brings everything together in one last step. This is the most important activity you can possibly do to generate more sales in your business: following up. Nervous about it? Don’t be. I’ll show exactly how to do it without feeling awkward.

Most people aren’t comfortable with following up, so you should be super proud of yourself if you’ve completed the past 6 steps of the 7-day system. And the truth is, every time you do these activities they get just a tad bit easier and you get a tad (or a ton) more confidence.

Today we’re going to be following up with everyone who you’ve been in touch with over the previous 6 days (hopefully by using your handy lead tracker from day 3) and then using some easy tools for getting referrals. I promise to make this as easy as painting by numbers.

Mission: Follow-Up

Following up has been statistically proven to increase your sales (according to Invespcro, 80% of sales require 5 follow-ups). So if you’re not following up, you’re literally leaving money on the table.  

There are at least 2 types of leads that you’ve collected on your tracker (see part 3) – those who you can tell are REALLY interested in what you can do for them and those who are a little curious. It makes sense then that we wouldn’t follow up with these leads in the same way. 

Creating a Follow-Up System to Book More Clients: Get More Clients

Step 1: Categorize Your Interest List

Step 1 of the follow-up system is to rank your leads on your tracker from warm to hot-hot-hot. Aside from approaching these connections in different ways, we can also prioritize the order by which we reach out to them.

Creating a Follow-Up System to Book More Clients: Get More Clients

Step 2: Follow Up with Hot Connections

Once you’ve ranked your connections, send a follow-up email to everyone you ranked to be in the range between hot to hot-hot-hot. Use the email below as a template for reaching out. 

Hey FIRSTNAME! Just checking to see if you’re still looking for help with [insert what you do here]? I have a couple of spots for [time period] and would love to jump on a call to see if one of them might be a fit for what you’re looking for? Let me know and hope you’re having a great week/weekend! [Sign Off]

Step 3: Follow Up with Warm Connections

For every connection you’ve ranked as medium-warm, you want to follow up a little less formally. The goal of this follow up is to be generous and nurture the relationship. This one activity will grow your business faster than anything else you could do.

Here’s why: Think about all of those people you come into contact with – maybe in groups or at conferences, maybe in passing on Twitter. You have a really positive interaction, you check out their profile and they seem really interested. You’re psyched by this potential new connection.

What usually happens though? Well usually you’ll walk away and probably never think about them again – or if you do, you definitely won’t follow up. By mastering this step you’ll open doors that most people just walk by. This will only help you become one of those super successful entrepreneurs who doesn’t waste the most valuable resource in businesses: relationships.

With your warm leads you simply want to reach out and help them in any way you can. For example, share a resource that made you think of them or answer a question you saw them ask. You could even offer to help them promote something.

Here is a sample:

Hey FIRSTNAME! How’s everything going? Saw your [something they’ve been doing recently on social]. I came across this [resource relating to them] and thought you might find it useful! 

The key is to be generous and keep the conversation (and relationship) growing. You never know what sort of doors this type of follow-up will open.

Master the Art of Following Up

Like any other art, the only way you can get better at following up is to practice. While you might feel uncertain jumping into this, eventually it will become second nature. Start by categorizing your interest list, then reach out to your hot connections, and then reach out to your warm connections.  If you can get this right, you’ll increase your confidence and your sales.

Get Your Copy of the Client Tracker Template

Creating a Follow-Up System to Book More Clients: Get More Clients

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Your Content Empire - Client Tracker Template
Creating a Follow-Up System to Book More Clients: Get More Clients
Creating a Follow-Up System to Book More Clients: Get More Clients
Hailey Dale
Creating a Follow-Up System to Book More Clients: Get More Clients
Creating a Follow-Up System to Book More Clients: Get More Clients
Creating a Follow-Up System to Book More Clients: Get More Clients
Creating a Follow-Up System to Book More Clients: Get More Clients
Creating a Follow-Up System to Book More Clients: Get More Clients
What to Do After Launching Your Funnel
5 Reasons Your Funnel Offer Isn’t Selling
How to Create Your Signature Hand-Raiser Funnel
Freebies vs. Low-Ticket: Which is ACTUALLY better for growing your list? 🤔

Everyone’s raving about low-ticket offers being the holy grail of list building... but is that really true for YOU?

I’m breaking down the honest pros and cons of both strategies so you can make the right choice for your business right now. Swipe through to see:

✅ The hidden advantages of freebies that nobody talks about 

✅ When low-ticket actually makes sense (and when it’s a money pit) 

✅ 5 key factors to consider before making your decision

The truth? There’s no one-size-fits-all answer. But swipe this carousel to figure out which path is right for YOUR specific situation.

P.S. I’m hosting a workshop on March 12th all about how to create a sales funnel that works in 2025. Comment WORKSHOP and I’ll send you the link to sign up.
That bundle or summit you just contributed to? It’s filling your list with dead weight...

Yes, there’s some anecdotal evidence and Cinderella stories from those who they’ve worked for but the majority are doing a lot more harm than good. 

From the participant/customer side: Yes, they get a firehose of information but there’s also so much information that very little (if any) of it gets implemented. 

From the contributor/speaker side: Yes, you get exposure and a big jump in email sign ups, but because all of those people are also signing up for 10+ other people’s lists too, they’re below the lowest form of validated. 

I worked with a client who had started hosting bundles and had grown her email list from just over 1000 to 40000 in a year (!) but when she launched her brand new course couldn’t get a single sale. We worked together after the fact to work on nurturing and validating that list so it came down to around 10K left on the list but after a lot of content, they started converting. 

There’s no way to short cut growing your email list. You’re better off with validated people who want to be there than a whole heap of people who have nearly zero buy-in. 

If you have grown through summits and bundles, have a really good welcome sequence (longer than you think you need) and don’t be afraid to remove people who don’t interact with it. 

One of the things I’m covering in my upcoming workshop all about how to design a funnel offer that’ll sell in 2025 is the validation process. 

Want in? Comment WORKSHOP and I’ll send you the link to sign up for the free workshop on Mar 12th!
Launching your funnel is just the FIRST step—not the end goal! 

Too many business owners hit publish and call it a day, then wonder why they’re not seeing results.

The real magic happens in what you do AFTER launch, and I’ve got a system that’s helped my clients’ funnels outperform industry standards by 3X.

Here are the 4 crucial steps I implement after every funnel launch:

1️⃣ Set up a proper measurement system (no more guessing!)
2️⃣ Optimize all your online hotspots (most people miss this completely)
3️⃣ Run my proprietary Testing Protocol with your existing audience
4️⃣ Create a sustainable traffic strategy that fits YOUR business

The Testing Protocol is my secret weapon—it lets you perfect your messaging while generating initial sales to fund your scaling efforts. Your audience becomes both your testers AND your initial investors!

Want me to walk you through my complete post-launch system step-by-step?

Watch the full breakdown on YouTube to get the entire step-by-step strategy!

#funnelstrategy #marketingtips #onlinebusiness #salesfunnel #digitalmarketing #conversionoptimization #funnelhacks
Stop treating your funnel launch as the finish line! After you hit publish is when the REAL work begins.

My “Testing Protocol” strategy has helped client funnels outperform industry standards for years—here’s why:

Instead of leaving your funnel to die after launch, strategically run your existing audience through it in small groups. These “test subjects” (aka your most engaged followers) help you:

 ✅ Optimize message open rates

 ✅ Improve click-through performance

 ✅ Generate initial sales to FUND your paid ads

The best part? Your audience helps perfect your funnel AND gives you the capital to scale it with confidence. No more guessing if your funnel will convert when you start running traffic!

Comment “FUNNELLAUNCH” if you want the full video with ALL 4 strategies for what to do after launching your funnel (hint: most people skip #2 completely!)
What happens after the funnel purchase matters more...

The main goal of your funnel is to make a sale, right? But after you make that sale comes your biggest window of opportunity (my customer multiplication formula) and most people are majorly dropping the ball here ↓

They send the offer and then treat new customers like everyone else on their email list → when they should be treated like anyone but.

Those who do take advantage of this opportunity turn new customers into brand ambassadors, repeat purchases and referrals.

How does this relate back to touchpoints?

This comes back to building your funnel around touchpoints. Looking at data for 2025:

📊 Past customers only need 1–3 touches on average
📊 Warm inbound leads need 5–12 touches
📊 Cold prospects require 20–50 touches

Even though it takes WAY less touchpoints to upsell existing customers, most people hyper focus on bringing in new sales when focusing on your existing customers is a much better way to bring in repeat AND new sales.

What is the delight and invite funnel?

That’s where the delight and invite funnel comes in. It becomes your offer delivery sequence with more delight and invite opportunities woven in.

The main goals of this funnel:

🏆 Incorporate feedback loops to get ahead of challenges your customers experience + be first to hear about wins

🏆 Create assets and campaigns around customer results

🏆 Connect directly with new customers to let them know they’re seen and appreciated

🏆 Incentivize them to share the offer with their audiences and friends

🏆 Invite them to exclusive offers

Here’s the customer multiplication formula this funnel is built upon:

Delight x Invite = Turning Every Happy Client Into 2-3 More

This formula (and the strategies behind it) is one of the things I’m covering in an upcoming workshop about designing a funnel offer that’ll sell in 2025.

Want in? Comment WORKSHOP and I’ll send you the link to sign up for the free workshop on Mar 12th!
Creating a Follow-Up System to Book More Clients: Get More Clients
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