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EP 12: Set these three automations and watch your leads turn into bookings while you sip your first coffee
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Leads shouldn’t have to wait while your coffee brews. We break down three simple CRM upgrades that turn curiosity into booked clients with less stress and more consistency: instant lead replies that build trust, automatic follow-ups that respect busy lives, and ready-to-book proposals that collapse the gap between “great call” and “paid.”
First, we show how an instant reply does more than say “got it.” It sets expectations, adds warmth, and shares a helpful resource that answers early questions—think a short intro video, a clear process overview, a couple of targeted FAQs, and testimonials that speak to common objections. When crafted in your own voice and sent immediately, that message keeps prospects engaged instead of drifting to another vendor.
From there, we tackle the silence that follows a sent proposal. Most prospects aren’t ghosting; they’re interrupted. A short, respectful follow-up sequence—one-day check-in, a midweek reminder with benefits, and a final nudge with a simple choice—brings momentum back without feeling pushy. We talk tone, timing, and why templates matter, plus ways to personalize without creating more work.
Finally, we dig into proposal templates that sell outcomes, not just deliverables. By connecting your proposal to contract and invoice inside Dubsado or HoneyBook, clients can choose a package, sign, and pay in minutes. We cover what to include (process, proof, clear scope, FAQs), how to keep it on-brand, and why speed plus clarity wins. The payoff is real: fewer delays, cleaner handoffs, and a client experience that feels premium from the first touch to the signed agreement.
If you’re ready to stop copy-pasting and start booking with ease, subscribe, share this with a friend who needs systems, and leave a quick review.
Want hands-on help? I have limited Done For You CRM setup spots—grab your discovery call using the link below and let’s build the automations that work while you rest.
Stay in Touch with Us
Book a Free 15 Minute Discovery Call to Learn How I Can Help You Work Less, Make More & WOW Clients: www.amysgould.com/book-a-call
Website: www.amysgould.com
Watch me on YouTube: https://www.youtube.com/@SystemsforCreatives
Share your take-aways by email: [email protected]
Connect with us on Instagram: amyspearson_
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By Amy PearsonSend us a text
Leads shouldn’t have to wait while your coffee brews. We break down three simple CRM upgrades that turn curiosity into booked clients with less stress and more consistency: instant lead replies that build trust, automatic follow-ups that respect busy lives, and ready-to-book proposals that collapse the gap between “great call” and “paid.”
First, we show how an instant reply does more than say “got it.” It sets expectations, adds warmth, and shares a helpful resource that answers early questions—think a short intro video, a clear process overview, a couple of targeted FAQs, and testimonials that speak to common objections. When crafted in your own voice and sent immediately, that message keeps prospects engaged instead of drifting to another vendor.
From there, we tackle the silence that follows a sent proposal. Most prospects aren’t ghosting; they’re interrupted. A short, respectful follow-up sequence—one-day check-in, a midweek reminder with benefits, and a final nudge with a simple choice—brings momentum back without feeling pushy. We talk tone, timing, and why templates matter, plus ways to personalize without creating more work.
Finally, we dig into proposal templates that sell outcomes, not just deliverables. By connecting your proposal to contract and invoice inside Dubsado or HoneyBook, clients can choose a package, sign, and pay in minutes. We cover what to include (process, proof, clear scope, FAQs), how to keep it on-brand, and why speed plus clarity wins. The payoff is real: fewer delays, cleaner handoffs, and a client experience that feels premium from the first touch to the signed agreement.
If you’re ready to stop copy-pasting and start booking with ease, subscribe, share this with a friend who needs systems, and leave a quick review.
Want hands-on help? I have limited Done For You CRM setup spots—grab your discovery call using the link below and let’s build the automations that work while you rest.
Stay in Touch with Us
Book a Free 15 Minute Discovery Call to Learn How I Can Help You Work Less, Make More & WOW Clients: www.amysgould.com/book-a-call
Website: www.amysgould.com
Watch me on YouTube: https://www.youtube.com/@SystemsforCreatives
Share your take-aways by email: [email protected]
Connect with us on Instagram: amyspearson_