Follow Up Template
$14.00
Don’t leave potential clients hanging or money on the table. This Follow Up template will keep all of your leads categorized and in one place so you can close more clients and generate more income in your business.
Description
Do you find yourself struggling to follow up with potential leads? Don’t worry- you’re not alone. If you are generating any sort of lead volume knowing exactly where people are in the process can be time-consuming, confusing, and takes way too much mental space. This template is perfect for saving your mental capacity, and sanity, and making it so easy that a team member can do it.
This follow-up template is almost completely automated. You don’t have to worry about manually sending out emails or importing leads. It will take care of everything for you.
Included in this ClickUp template are:
- A comprehensive template tutorial
- Detailed task descriptions
- Task status changes and updates
- Separate directions for tracking a variety of follow-ups
- More ways to upgrade your follow-up experience
You’ll also get customized support to help you tackle any problem that comes your way.
In as little as five minutes you can download this template and within 30 minutes have a completely put-together lead tracker that will allow you to stay up-to-date and on the move with all prospective clients.
I designed these ClickUp templates for a variety of business types and clients. I have made sure to include everything that you can think of- and they best suit the following niches.
- Coaches (fitness, business, mindset, finance, etc)
- Online Business Managers (OBMs)
- Agencies (Social Media, Operations, etc)
- Course Creators
- Bookkeepers
- Virtual Assistants
- Consultants
- Entrepreneurs
& so many more!
If you’re ready to stop doing all the work to get clients and allow them to come in effortlessly, this template is for you.
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