Listen "Interested to Invested: Automate Follow-Up That Still Feels Personal"
Episode Synopsis
Following up with leads doesn’t have to feel awkward, exhausting, or like a full-time job. When you’ve got the right system in place, it can run smoothly, and still feel personal.In this final episode of the Interested to Invested series on She Thinks Big, we’re going beyond templates and one-off follow-up emails. You’ll learn how to automate your follow-up process without sacrificing the human connection that actually moves leads forward.I’ll walk you through my value readiness matrix to help you prioritize the right leads, show you how to set up a follow-up system that runs on autopilot, and share the exact tools and phases I use (and teach) to make it all work behind the scenes, without burnout.Whether you’re still tracking leads in a spreadsheet or ready to fully automate, this episode will help you build a follow-up system that actually converts.3:35 – Quick recap of parts one and two of the Interested to Invested series5:49 – How to use the value readiness matrix to prioritize your follow-ups8:41 – The 3 Cs of a strong follow-up system: Capture, Calendar, and Content10:38 – What it looks like to automate in phases—foundation to full automation12:57 – Metrics to track so you know what’s working (and what’s not)13:57 – How to review, tweak, and continuously improve your systemMentioned In Interested to Invested: Automate Follow-Up That Still Feels PersonalFathom AI NotetakerHubSpot | Pipedrive | TrelloClickUp | Zapier | Kit (formerly ConvertKit)She Thinks Big by Andrea LiebrossInterested to Invested Workshop BundleAndrea’s Links | Get Andrea’s Newsletter | Book a Call With Andrea Andrea on LinkedIn, Instagram, and FacebookDisclaimer: Some of the links in this description are affiliate links, which means I may earn a small commission if you choose to purchase at no extra cost to you.Activator is a half-day intensive that helps high-performing women like you get out of strategy limbo and into smart, efficient action fast. We'll reverse engineer your next chapter with clear goals, a custom roadmap, and simplified priority so you can gain traction. Get in the next Activator Intensive at andrealiebross.com/activator, so you can leap, not just step, toward making that vision a reality.