Q1. What’s your biggest challenge when it comes to following up with a new lead? *

Remembering to follow up after events

Making my messages feel personal and relevant

Knowing when the right time is to follow up

I’m not even sure what I should be doing

Q2. How do you currently follow up after a talk, event, or discovery call? *

I write everything in a notebook or spreadsheet and try to follow-up manually

I send the same follow-up email to everyone

I follow up inconsistently, if at all

I don’t have a system yet, but I know I need one

Q3. If you could design your ideal follow-up system, it would… *

Remind me when to follow up and what to send

Send thoughtful messages that feel genuine like me

Be easy to follow with a checklist

Be automated but flexible so I can customize it

Q4. How do you feel about using technology to manage follow-up? *

I’m very comfortable — I like exploring new tools

I’m okay with tech, but I get overwhelmed sometimes

I avoid tech unless I absolutely need it

I’d rather just hand it off to someone else

Q5. What’s your main goal with automation? *

Save time and stay organized

Book more calls and keep leads warm

Build trust with my audience over time

Create a system that grows with my business