★ Free class · Lesson 6 of 7

Automate the follow-up

What you build today: A follow-up sheet, a morning reminder, and drafted follow-ups for everyone who has not replied.

Prompt 1: write my follow-ups (copy it, fill the [brackets], paste it into ChatGPT or Claude):

I sent this first message: [paste your first message]
About the person: [their role, and what you know about their situation]
They have not replied. Write 3 follow-ups: day 3, day 7 and day 14.
Rules: under 50 words each. Every message adds something new: a useful tip, an example, or a different question. Never write "just checking in" or "bumping this".
The day 14 message closes the loop politely and asks if I should check back later.

Prompt 2: the morning follow-up check (copy it, fill the [brackets], paste it into ChatGPT or Claude):

Here is my follow-up sheet: [paste the rows: name, last message date, next follow-up date, notes]
Today is [date]. List everyone whose next follow-up date is today or earlier.
For each one, draft the right follow-up (day 3, 7 or 14) using these rules: under 50 words, adds something new, never "just checking in".
Skip anyone who already had the day 14 message or asked me to stop.

Worksheet

  • My follow-up sheet columns: Name | Last message date | Next follow-up date | Stage (day 3, 7, 14) | Notes
  • People on the sheet today: ____
  • Morning reminder set for: ____ (time)
  • Day 3 message adds (a tip, a template or an example): ____
  • Day 7 message asks (a new angle): ____
  • Day 14 message closes the loop and asks if I should check back later: Yes / No
  • Anyone who said no or stop removed the same day: Yes / No
  • No product yet? Follow up on your service conversations the same way. The system does not change.

Homework

  1. Build your follow-up sheet and add everyone you have written to.
  2. Set a daily morning reminder and run the morning prompt once.
  3. Save your best day 3 message as your template.