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By: Kathy Kent Toney, Chief AI Strategist, Kent Solutions We've all been there. You have a great conversation with someone, and then life happens. A few weeks (or months) go by, and suddenly you're not just following up, you're reintroducing yourself. Really? It wasn't the first time, that's for sure! That used to be me. I had strong leads and great chats, but no system—just crossed fingers and forgotten names. Now? I've set up a simple follow-up system with reminders and light automation that keeps things moving without sounding robotic. It's a relief to have a system in place, knowing that I won't miss out on any potential opportunities. Whether you're reconnecting, checking in, or trying again after silence, this 3-part formula is simple and easy to follow, helping you do it with ease. Step 1: Context + Connection Start by reminding them who you are and how you're connected. Don't skip this—even if you think they remember you. And if it's been a while? Name the gap. Keep it human. This human touch is what keeps the connection alive, something like this: "It's been a bit since we last connected—just wanted to reach out and see how things are going." A reference to your last conversation, a shared project, or even something they posted online can go a long way in making your message feel genuine. Step 2: Something Valuable Here's where most people get stuck. A follow-up that says "just checking in" often gets ignored because… It's easy to forget. Instead, offer something useful. A tip, a link, a question—anything that gives them a reason to engage. Even something simple like: "Thought you might appreciate this quick idea based on what we discussed." Stat to keep in mind: According to The Brevet Group, 80% of sales require at least five follow-ups, but 44% of people stop after the first one. That's a lot of missed chances to stay in the conversation. Step 3: A Clear, Low-Pressure Next Step Instead of leaving things vague, make it easy for them to take action. Invite them to a quick call. Offer a helpful resource. Ask a focused question that moves things forward, without pressure. "Would it be helpful if I sent over a few quick ideas for [topic]?" And if they don't respond? Wait a week or two, then try again with a slightly different angle or tone. You can say: "I completely understand if now's not the right time—just wanted to check in one more time in case this slipped through." If you're reconnecting with a former client or referral partner, even something as simple as a personal note or a quick video message can help you stand out. Systemize the Follow-Up—But Keep It Human You don't need fancy tools to stay consistent. Even basic CRMs or no-code automation tools can help you remember when to follow up, add personal notes, and keep everything from falling off your radar. The key isn't being perfect. It's being present. Want to Automate Your Follow-Ups Without Sounding Robotic? Download the free checklist: 5 Ways to Automate Follow-Ups Without Sounding Robotic These quick, actionable tips will help you stay top of mind, without losing your voice in the process.
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