// the follow-up
The Follow-Up. Notes on the systems that stop the leaks.
Short, sourced notes on speed to lead, follow-up, onboarding, booking, and reporting, written the way I explain them on the Workflow Map call. Every number in them is one I can source.
For agencies, consultants, and coaches
- 5 min read
What is speed to lead? The first five minutes decide the deal
The five-minute line. The two numbers that matter. Why most businesses miss it by hours, and what a system that replies in seconds looks like.
- 5 min read
What an AI automation consultant does, and when you need one instead of an agency
What the job is. Six real examples of AI automation. Consultant or agency, how they charge, and what to ask before you hire either.
For agencies
- 5 min read
A lead follow-up system that runs without you chasing
The follow-up sequence that works, how often to follow up on a lead, and why the same system should chase proposals and invoices too.
- 4 min read
Automated client reporting for agencies: the Monday report that writes itself
What client reporting costs an agency by hand, how the automated version pulls, writes, and sends itself, and what a client actually reads.
- 4 min read
How to automate client onboarding for a marketing agency
What fires the moment a proposal is signed, why onboarding breaks in most agencies, and what it saved at mine.
For consultants
- 4 min read
AI appointment setter: what it does, what it costs you, and what it cannot do
The three things the phrase can mean, where an AI setter beats a human one, what it costs you in time, and what it will never do.
- 4 min read
How to automate a consulting practice without losing the personal touch
The two modes every practice lives in. What to automate first and what to leave alone. Where AI helps a consultant, and what it did for one consulting company.
- 4 min read
B2B appointment setting: an outbound system for consultants
What appointment setting is and is not, how the outbound system books calls while you deliver, and what it did for one client.
For coaches
- 4 min read
What an AI sales agent does in your DMs, and what it never should
What it does at 11pm, the five things it must never do, whether it replaces a human, and how it hands the thread back to you.
- 4 min read
How to reduce no-shows on sales calls: a show-rate system for coaches
What a normal no-show rate looks like. Why people miss, and why it is rarely rudeness. The reminder sequence that lifts show rate, and how to rebook the ones who miss.
- 3 min read
Instagram DM automation for coaches: how it works
What a DM agent does and does not do, how it answers in your voice at 11pm, and why show rate is the second half.
One call. One map. You decide.
The Workflow Map call is free and takes 30 minutes. You leave with a one-page map of where your leads, proposals, or bookings fall through, and what I would build first. If I cannot find one thing burning your time, I will tell you that too.
$2.5M+ generated for clients and partners since January 2026.