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Lead Follow-Up Kit

Stop losing warm leads to silence — the automated follow-up system that closes more clients without the awkward chasing

The follow-up system that closes warm leads you are currently losing to silence.

Deploy time 3 hours to set up
Format Digital Kit (CRM Setup Guide + Email Sequences + Zapier)
Skill level Easy
Automation Manual

What is inside

CRM Pipeline Setup Guide — step-by-step instructions to configure HubSpot or Zoho CRM for a service business lead pipeline
7-Touch Follow-Up Sequence — the exact sequence of messages, timing, and angles that convert warm leads into booked calls
15 Email Templates — done-for-you follow-up emails for every stage: initial reply, first follow-up, value add, final attempt, and win-back
Lead Capture Automation — Zapier recipes that automatically add new leads to your CRM from your form, email, or social media
Follow-Up Trigger Automations — Zapier workflows that send the right follow-up at the right time without manual intervention
Lead Scoring Worksheet — simple scoring system to prioritise which leads to focus on when you have limited time
Objection Response Guide — 8 common objections with honest, non-pushy responses that keep conversations moving
Monthly Pipeline Review Template — 30-minute monthly review to spot bottlenecks and improve your conversion rate over time

The Problem

A lead contacts you. You respond. They go quiet. You follow up once, maybe twice, then give up — because chasing people feels uncomfortable and you do not have a system. Meanwhile that lead hired someone else who followed up five times. Most businesses lose more than half their warm leads to poor follow-up, not lack of interest.

How this fixes it

The Lead Follow-Up Kit gives you a complete, automated follow-up system. It includes a CRM pipeline configured for service businesses, a proven 7-touch follow-up sequence, 15 done-for-you email templates, and the Zapier automations that trigger the right message at the right time — without you having to remember to do anything.

The Result

If you have ever lost a client to a competitor who followed up more persistently than you, this kit pays for itself the first time it closes a lead you would have otherwise lost.

At $37, converting just one additional client per month at $500 average = $500 additional monthly revenue. ROI: 1,252% in month one.

Impact breakdown

Save Time

7 /10

Save Money

5 /10

Grow Revenue

9 /10

Scale Smarter

7 /10
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AI-Powered Components

chatgpt

Automation level: Manual

How to use it

1

Set Up Your CRM Pipeline

Follow the step-by-step guide to configure HubSpot or Zoho CRM with the 5-stage service business pipeline. Takes about 45 minutes.

2

Customise the Email Templates

Add your name, business name, and service details to the 15 email templates. Most take 2 minutes each.

3

Install the Lead Capture Automation

Connect your enquiry form to your CRM using the pre-built Zapier recipe. New leads appear automatically.

4

Activate the Follow-Up Sequence

Set up the 7-touch sequence triggers in your email tool. Each automation step takes under 5 minutes to activate.

5

Score and Prioritise Your Current Leads

Use the lead scoring worksheet to review your existing pipeline and identify the highest-value leads to contact first.

Before vs After

Before

After

Lead Response

Reply once, hear nothing back, give up after a second try

7-touch sequence runs automatically — the right message at the right time

Pipeline Visibility

No idea which leads are warm, cold, or worth chasing

CRM shows exactly where every prospect is at a glance

Follow-Up Consistency

Chasing people feels awkward so it rarely happens

Automated sequences follow up professionally without you lifting a finger

Conversion Rate

Losing clients to competitors who followed up more persistently

More conversions from existing leads — without spending more on marketing

Revenue Predictability

Revenue inconsistent because the pipeline is invisible

Consistent pipeline means consistent revenue — no more feast and famine

Who this is for

Converting enquiries from your website

Reviving cold leads

Systematising a new sales hire

Improving close rate without more leads

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Worth knowing

The kit requires you to have a CRM (we recommend HubSpot free or Zoho CRM free). It does not replace the need for a good service offer — it just makes sure interested prospects do not fall through the cracks.

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Our promise

30-day money-back guarantee. If your follow-up rate does not improve, email us for a full refund.

Questions

Get started

Get Lead Follow-Up Kit

20 hours of copywriting, sequence design, and CRM configuration condensed into a 3-hour setup. A copywriter to write these sequences alone would cost $300 to $800.