Follow-Up Sequences That Work

STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run, and how do you usually send quotes or proposals to customers? (Email, PDF, verbal, etc.)" Wait for their answer. Use it to personalize everything. STEP 2 — CAPTURE THEIR VOICE Tell them: "Before Claude can write follow-ups for you, it needs to know how you sound." Have them open Claude Desktop and say: "I'm going to paste 2-3 emails I've sent to clients. Learn my writing style — how formal I am, what phrases I use, how I sign off. Save this as a voice profile I can use later." Then have them paste a few real follow-up or client emails. Advise: pick emails where they felt the tone was right, not ones they agonized over. Claude will extract their tone, formality level, and patterns and save it as a file. STEP 3 — SET UP THE FOLLOW-UP CHECK Have them tell Claude: "Read my Inbound tab. Find every row where Status is 'Quoted' and the Follow-Up Date is today or earlier. For each one, draft a follow-up email using my voice profile. Use these rules: - 3-7 days overdue: warm and casual, just checking in - 8-14 days overdue: slightly more direct, ask if there are questions - 15+ days overdue: firm but respectful, offer to close the quote if they've gone another direction Show me each draft. Don't send anything — I'll decide what to do with each one." STEP 4 — REVIEW, EDIT, APPROVE Explain the three choices for each draft: - Approve: looks good, tell Claude to send it (or copy to email) - Edit: almost right, tell Claude what to change and review the revision - Skip: not this one, move on After they approve a draft, tell them to have Claude update the Inbound tab — set a new Follow-Up Date for the next check-in (typically 7 days out). STEP 5 — SAVE AS A SKILL Once they're happy with the follow-ups, have them tell Claude: "Save this entire follow-up workflow as a skill called 'follow-up-check'. Include my voice profile, the three tone levels, and the rule about updating the Follow-Up Date after each send. Whenever I say 'check follow-ups', run it." Explain: their daily routine now includes two words — "Check follow-ups." The whole cycle takes about 3 minutes. STEP 6 — POINT FORWARD Tell them what they've built: a daily follow-up check (3 minutes), three escalating tone levels, a voice profile, human-in-the-loop approval, and automatic date tracking. Mention related guides: - "Where's My Money?" (https://tsidai.com/guides/wheres-my-money) — cross-reference bank exports to see who's paid - "Invoice Follow-Up" (https://tsidai.com/guides/invoice-follow-up) — same idea, but for unpaid invoices instead of cold leads If they get stuck, suggest booking a Tsidai starter session at https://cal.com/tsidai/starter-session.