EPISODE · Apr 24, 2026 · 7 MIN
How to Automate Follow Up With AI and Turn More Leads Into Sales
from Relationship Marketing · host Brad Smith
So you want more leads and more customers for your business.In this podcast, I share my screen and show you the exact sales funnel that you can copy and paste and use for your business. This may seem overwhelming, but I break it down because you can actually automate all of this with AI. I show you the exact prompt you can use, the workflow automation you can put into your CRM or email marketing flow, and how to retarget leads so you convert more of them into customers.We go through the rule of thumb of 24 different touch points on 3 platforms and why that matters if you want leads to start trusting you, remembering you, and becoming a client once they are ready. The goal is to follow up with helpful, educational emails, personal and relatable text messages, and retargeting ads so your brand stays top of mind.I also break down the welcome email, the value reminder email, how to use videos to build relationships, how to keep following up without selling too early, and how to use AI to write the emails and texts for you. Then I show you how to go into your CRM, review the sequence, make sure it is on brand, and schedule it all out so your leads automatically get followed up with over the next two weeks.If you want the full marketing system I am sharing right here, comment system down below and somebody from my team will send this over to you. If you want to get on our wait list and become a beta user, check out the wait list down below.CHAPTERS:00:00 More Leads and More Customers00:28 The Exact Sales Funnel to Copy00:55 The 3 Things I Am Going to Show You01:24 24 Touch Points on 3 Platforms02:05 Emails, Texts, and Retargeting Ads02:42 Little to No Follow-Up vs Real Follow-Up03:18 Welcome Email and Thank You Page04:05 Value Reminder Email and Videos04:42 Building the Relationship Without Selling05:14 Use This Prompt to Automate It05:48 Put the Prompt Into ChatGPT06:12 Review the Workflow Inside Your CRM06:48 Set It Up Once and Automate It07:10 Final Question About Your BusinessWhat this podcast is about:How to automate follow-up with AIHow to use emails, texts, and ads to stay top of mindHow to build a follow-up system inside your CRMHow to use welcome emails and value reminder emailsHow to use videos to build a relationship onlineHow to retarget leads so they do not forget about youHow to turn more leads into customersBrad’s Affiliate Recommendations:1. GoHighLevel CRM: https://www.gohighlevel.com/freetrial9?fp_ref=bradsmith2. Freelancers: https://go.fiverr.com/visit/?bta=821402&brand=fp3. Video editing software: https://refer.tella.com/brad-automationlinks-com4. AI Website Builder: https://lovable.dev/invite/L8PPNWG5. Website Builder: https://duda.sjv.io/automationlinks6. Payment Processor: https://checkout.samcart.com/referral/wYwf9Zq0/XgSEgnb4nOGtJeTM7. X (Twitter) Software: https://www.creatorbuddy.io/?via=brad8. Hyros (best tracking software: http://hyros.com/affiliate-grow.html?fpr=brad52 9. SEO Software: https://dashboard.searchatlas.com/register?fpr=brad11&fp_sid=al10. e-Commerce Website Builder: https://www.shopify.com/?ref=automationlinks111. Email Marketing: https://www.mailerlite.com/a/grs6psegyu12. Membership Software: https://www.memberspace.com/?via=brad
What this episode covers
So you want more leads and more customers for your business.In this podcast, I share my screen and show you the exact sales funnel that you can copy and paste and use for your business. This may seem overwhelming, but I break it down because you can actually automate all of this with AI. I show you the exact prompt you can use, the workflow automation you can put into your CRM or email marketing flow, and how to retarget leads so you convert more of them into customers.We go through the rule of thumb of 24 different touch points on 3 platforms and why that matters if you want leads to start trusting you, remembering you, and becoming a client once they are ready. The goal is to follow up with helpful, educational emails, personal and relatable text messages, and retargeting ads so your brand stays top of mind.I also break down the welcome email, the value reminder email, how to use videos to build relationships, how to keep following up without selling too early, and how to use AI to write the emails and texts for you. Then I show you how to go into your CRM, review the sequence, make sure it is on brand, and schedule it all out so your leads automatically get followed up with over the next two weeks.If you want the full marketing system I am sharing right here, comment system down below and somebody from my team will send this over to you. If you want to get on our wait list and become a beta user, check out the wait list down below.CHAPTERS:00:00 More Leads and More Customers00:28 The Exact Sales Funnel to Copy00:55 The 3 Things I Am Going to Show You01:24 24 Touch Points on 3 Platforms02:05 Emails, Texts, and Retargeting Ads02:42 Little to No Follow-Up vs Real Follow-Up03:18 Welcome Email and Thank You Page04:05 Value Reminder Email and Videos04:42 Building the Relationship Without Selling05:14 Use This Prompt to Automate It05:48 Put the Prompt Into ChatGPT06:12 Review the Workflow Inside Your CRM06:48 Set It Up Once and Automate It07:10 Final Question About Your BusinessWhat this podcast is about:How to automate follow-up with AIHow to use emails, texts, and ads to stay top of mindHow to build a follow-up system inside your CRMHow to use welcome emails and value reminder emailsHow to use videos to build a relationship onlineHow to retarget leads so they do not forget about youHow to turn more leads into customersBrad’s Affiliate Recommendations:1. GoHighLevel CRM: https://www.gohighlevel.com/freetrial9?fp_ref=bradsmith2. Freelancers: https://go.fiverr.com/visit/?bta=821402&brand=fp3. Video editing software: https://refer.tella.com/brad-automationlinks-com4. AI Website Builder: https://lovable.dev/invite/L8PPNWG5. Website Builder: https://duda.sjv.io/automationlinks6. Payment Processor: https://checkout.samcart.com/referral/wYwf9Zq0/XgSEgnb4nOGtJeTM7. X (Twitter) Software: https://www.creatorbuddy.io/?via=brad8. Hyros (best tracking software: http://hyros.com/affiliate-grow.html?fpr=brad52 9. SEO Software: https://dashboard.searchatlas.com/register?fpr=brad11&fp_sid=al10. e-Commerce Website Builder: https://www.shopify.com/?ref=automationlinks111. Email Marketing: https://www.mailerlite.com/a/grs6psegyu12. Membership Software: https://www.memberspace.com/?via=brad
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How to Automate Follow Up With AI and Turn More Leads Into Sales
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