Automate Your Lead Follow-Up With These 3 Simple Steps episode artwork

EPISODE · Nov 17, 2025 · 8 MIN

Automate Your Lead Follow-Up With These 3 Simple Steps

from Relationship Marketing · host Brad Smith

You're Losing 99.9% of Your Leads (Here's How to Follow Up Until They Say Yes).Most businesses don't even track their visitors. If you don't have Google Analytics or a way to know when somebody comes to your site, you're missing out on 99.9% of your leads.In this video, I'm going to break down exactly how we're able to follow up with our leads on every channel over and over until they say yes and how you can do it as well.This channel is no fluff. I'm just going to share my screen, show you how you can do it so you can get results.CHAPTERS:0:00 - Why You're Losing 99.9% of Your Leads0:45 - How to Track Visitors and Stop Lead Leakage1:30 - How to Create Educational Content That Converts2:45 - How to Train AI to Talk and Act Like You4:00 - How to Write Personal Style Follow-Up Emails5:15 - How to Connect Leads Across Multiple Platforms6:30 - How to Set Up Automated Follow-Up Sequences7:15 - How to Run Low-Cost Retargeting Ads That WorkSTEP-BY-STEP EDUCATION:Step 1: Track Your Visitors ProperlyYou can't follow up with people if you don't have tracking and pixels set up. You need to know how many visitors are hitting your site, how many people are hitting your CRM versus how many are just leaving. The average website gets a 0.01% conversion rate - somebody comes to your blog and leaves without filling out the form.Step 2: Create Helpful Educational Content WeeklyCreate a YouTube video every single week that generates all your other content. If your new lead just sees you selling and making generic, boring social media posts, they don't care. They're just going to go to the next brand. But if you're creating educational content and they learn from you, they're more likely to become a customer.Step 3: Train AI with Your Voice and StyleUpload your YouTube videos so AI starts learning what you say, the words you say, how you say it, your sense of humor, and it can create helpful content based on what you're teaching. If you're not comfortable on camera, speak into audio and record your voice and upload that transcription.Step 4: Follow Up with Personal EmailsWrite emails by speaking into your phone. The main goal when following up is to ask them questions about them, not tell them about you because they don't care about you yet. Ask more questions, get them to respond - if they respond to that email, you're more likely to stay in their inbox.Step 5: Connect Across All PlatformsGet them to connect on LinkedIn after they've seen your video, joined your newsletter, read your blog, saw your Twitter post. You want to show up in their email consistently, show up in their LinkedIn profile, and wherever you're most active.Step 6: Set Up Automated SequencesAdd them to automation that keeps you top of mind so you don't need to post every single day. Email them every other day, and after about five relationship-building emails, add them to the newsletter. Step 7: Run Retargeting AdsSet up low-cost retargeting ads to anyone that hits the site. We don't need more people, we need to follow up with the people we already have. COMMON QUESTIONS ANSWERED:Q: What if I don't have time to create content and follow up manually?Get an assistant or have a company help you. Either way you need to do it because you're going to be left behind. Q: How often should I follow up with leads?Email them every other day for about five relationship-building emails, then add them to your newsletter for consistent top-of-mind awareness. Q: Which platforms should I focus on for retargeting?You really only need to start with three platforms, but as your brand grows, follow up on every platform - Google, YouTube, LinkedIn, Facebook, TikTok, everywhere. Q: How much should I spend on retargeting ads?Start spending $25/day or about $1,000/month if you can. You don't need to spend much - we don't need more people, we need to follow up with the people we already have.

You're Losing 99.9% of Your Leads (Here's How to Follow Up Until They Say Yes).Most businesses don't even track their visitors. If you don't have Google Analytics or a way to know when somebody comes to your site, you're missing out on 99.9% of your leads.In this video, I'm going to break down exactly how we're able to follow up with our leads on every channel over and over until they say yes and how you can do it as well.This channel is no fluff. I'm just going to share my screen, show you how you can do it so you can get results.CHAPTERS:0:00 - Why You're Losing 99.9% of Your Leads0:45 - How to Track Visitors and Stop Lead Leakage1:30 - How to Create Educational Content That Converts2:45 - How to Train AI to Talk and Act Like You4:00 - How to Write Personal Style Follow-Up Emails5:15 - How to Connect Leads Across Multiple Platforms6:30 - How to Set Up Automated Follow-Up Sequences7:15 - How to Run Low-Cost Retargeting Ads That WorkSTEP-BY-STEP EDUCATION:Step 1: Track Your Visitors ProperlyYou can't follow up with people if you don't have tracking and pixels set up. You need to know how many visitors are hitting your site, how many people are hitting your CRM versus how many are just leaving. The average website gets a 0.01% conversion rate - somebody comes to your blog and leaves without filling out the form.Step 2: Create Helpful Educational Content WeeklyCreate a YouTube video every single week that generates all your other content. If your new lead just sees you selling and making generic, boring social media posts, they don't care. They're just going to go to the next brand. But if you're creating educational content and they learn from you, they're more likely to become a customer.Step 3: Train AI with Your Voice and StyleUpload your YouTube videos so AI starts learning what you say, the words you say, how you say it, your sense of humor, and it can create helpful content based on what you're teaching. If you're not comfortable on camera, speak into audio and record your voice and upload that transcription.Step 4: Follow Up with Personal EmailsWrite emails by speaking into your phone. The main goal when following up is to ask them questions about them, not tell them about you because they don't care about you yet. Ask more questions, get them to respond - if they respond to that email, you're more likely to stay in their inbox.Step 5: Connect Across All PlatformsGet them to connect on LinkedIn after they've seen your video, joined your newsletter, read your blog, saw your Twitter post. You want to show up in their email consistently, show up in their LinkedIn profile, and wherever you're most active.Step 6: Set Up Automated SequencesAdd them to automation that keeps you top of mind so you don't need to post every single day. Email them every other day, and after about five relationship-building emails, add them to the newsletter. Step 7: Run Retargeting AdsSet up low-cost retargeting ads to anyone that hits the site. We don't need more people, we need to follow up with the people we already have. COMMON QUESTIONS ANSWERED:Q: What if I don't have time to create content and follow up manually?Get an assistant or have a company help you. Either way you need to do it because you're going to be left behind. Q: How often should I follow up with leads?Email them every other day for about five relationship-building emails, then add them to your newsletter for consistent top-of-mind awareness. Q: Which platforms should I focus on for retargeting?You really only need to start with three platforms, but as your brand grows, follow up on every platform - Google, YouTube, LinkedIn, Facebook, TikTok, everywhere. Q: How much should I spend on retargeting ads?Start spending $25/day or about $1,000/month if you can. You don't need to spend much - we don't need more people, we need to follow up with the people we already have.

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Automate Your Lead Follow-Up With These 3 Simple Steps

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You're Losing 99.9% of Your Leads (Here's How to Follow Up Until They Say Yes).Most businesses don't even track their visitors. If you don't have Google Analytics or a way to know when somebody comes to your site, you're missing out on 99.9% of your...

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