The Follow-Up Formula That Closes Clients Without Being Pushy

The deal isn’t dead—it’s just dormant.

Most people don’t say “no.” They say “not right now.” But if you don’t follow up? You lose them forever.

Follow-up doesn’t have to feel desperate. It should feel helpful, timely, and confident. Here’s our signature formula for follow-ups that convert without being clingy.

Step 1: Create a 3-Touch Follow-Up Sequence

After a discovery call, don’t send one email and vanish. Use a sequence like this:

• Day 1: Personalized recap + proposal

• Day 3: Gentle check-in (offer to answer questions)

• Day 7: Final call (include deadline or bonus)

Use friendly, direct language:

• “Wanted to check in and see if you had any questions.”

• “Just bumping this to the top of your inbox—would love to support you.”

Step 2: Leverage Social Proof

If they go quiet, follow up later with a success story:

• “Thought of you when this client shared how the process helped her double her income.”

Make it relatable—not salesy.

Step 3: Automate It

Use your CRM to trigger these emails based on pipeline stage. That way, you’re not manually remembering every follow-up.

Step 4: Be Willing to Close the Loop

Sometimes, silence is a no. And that’s okay. Send a final email:

• “Totally understand if the timing’s not right. I’ll close your file for now—but would love to work together when it feels aligned.”

This keeps the door open and gives you closure.