How to Stop Losing Leads and Start Closing More Deals

A follow-up strategy that works without the awkward or overwhelm

If you’re meeting great people but your pipeline still feels like crickets, the problem isn’t your offer, it’s your follow-up rhythm. Most deals are won in the consistent, caring touches after the first hello.

This guide gives you a simple, repeatable system (no awkward chasing, no burnout) to turn conversations into clients.

The Mindset Shift: From “Chasing” to “Continuing the Conversation”

Follow-up isn’t nagging - it’s service.
You’re helping someone get a result they already said they want. Your job is to:

1. remind them of the goal,

2. reduce friction, and

3. make the next step easy.

Adopt this belief: “I invite. They decide.” That posture removes pressure (for both of you) and boosts conversions.

The 3×3×3 Follow-Up Method™

A simple weekly cadence you can keep forever.

Three Touches to new leads within Three Channels over Three Weeks

• Week 1: Personal message (email or DM)

• Week 2: Value touch (resource, invite, or micro-win)

• Week 3: Decision touch (clear next step + light close)

After Week 3, leads become Nurture (monthly value) or Active (booked next step).

Tip: Keep each touch short, specific, and easy to respond to.

Your First 7 Days: Exact Timeline

Day 0 (same day you meet):

• Connect on the platform where you met (or email).

• Log the lead in your CRM with tags (event name, need, timeline).

Day 1 (within 24 hours):

• Send the Personal Recap message (template below).

• Include one relevant next step (book a chat, download, RSVP).

Day 3–4:

• Send a Value Touch: a one-pager, short video, or invite to a free session.

• Ask a 1-question check-in (removes pressure, boosts replies).

Day 7:

• Send a Decision Touch with two clear options (A/B) and an easy yes/no.