Most firm owners don’t follow up, and it’s costing them. Prospects go cold. Revenue leaks. Opportunities disappear. In this presentation, you’ll learn why following up is one of the fastest ways to boost revenue and build trust with clients who already know you.
You’ll walk away with a simple, proven follow-up framework that keeps you top of mind, helps you close more clients, and creates consistent cash flow without chasing or guessing. You’ll also learn how to use AI to speed up the process with specific prompts, so you never have to wonder where the next client or dollar will come from again.
Learning Objectives:
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Understand the Hidden Cost of Not Following Up:
Identify why most firm owners unknowingly let money slip through the cracks. -
Learn the Core Components of a Simple Follow-Up Framework:
Break down the step-by-step structure of a simple follow-up process for firm owners who want to increase conversion without chasing prospects. -
Implement AI to Streamline Follow-Up and Personalization:
Learn how to use AI tools and specific prompts to craft timely, relevant, and personalized follow-ups that build trust, boost open rates, and convert hesitant prospects into premium-paying clients. -
Stay Top of Mind Without Feeling Salesy or Overwhelmed
Master a simple system that keeps your firm visible to valuable prospects and existing clients, while protecting your time and energy.
Field of Study: Non-Technical - Business Management & Organization
CPE: 1
IRS CE: 0
