The Follow-Up Engine

What it does for you

• Stop losing leads to whoever answers faster
• Follow up the right number of times, without it living in your head
• See your pipeline once a week instead of guessing

What you need

• Claude Pro (about $20 a month) for the weekly scheduled check
• Your email, connected to Claude
• An email platform or CRM with a Claude connector, such as ActiveCampaign or HubSpot. The guide shows the setup for both and a no-CRM version using a simple spreadsheet

What's inside

A step-by-step PDF plus the prompts as a text file.

• What it does, in plain English
• What you need: which Claude plan, and which apps to connect
• Step-by-step setup, with every prompt written out to copy and paste
• The project instructions, ready to paste in
• A test to run before you trust it
• Privacy notes: what to connect, what to leave out
• How to adjust it when the first version is about half right
• The sequence worksheet: what to say in each of the five emails, and when
• The lead-capture checklist: website form, booking page and where each lead lands

Honest notes

• Drafts only, to start. Claude drafts every reply and you send it, until you trust it.
• Follow the email rules. Only email people who contacted you or opted in, and every marketing email needs an unsubscribe link and your business address. The guide covers this.
• It's only as good as your offer and your voice. Pair it with Sounds Like You if the drafts don't sound like you yet.

Get it with The Practice Client and the AI Use Policy Template in The Small Business Builds for $79. See the bundle