Don't let warm leads turn cold. This weekly checklist ensures you stay top-of-mind with prospects through value-driven outreach, meticulous pipeline management, and organized client research.
The 'Value-Add' Outreach: Send 2 warm follow-up emails providing a helpful article, tool, or resource to past clients
Repeats: weeklyPipeline Grooming: Move leads to the next stage and document next week's outreach targets in the Weeklies Checklist
Repeats: weeklyClient Pain-Point Analysis: Brainstorm 3 solutions for a current prospect's struggles and save to the Notes Checklist
Repeats: weekly