Lead Follow-Up with AI: Email, SMS & DM Playbook
By Khai Tran | Category: AI | 6 min read
Most agents lose deals because their follow-up is inconsistent, slow, or awkward. This AI-driven playbook gives you simple, scalable systems that keep you top-of-mind without feeling robotic.
The Follow-Up Problem
Studies show 80% of sales require 5+ follow-ups, but most agents give up after 1-2 attempts. The challenge is not motivation. It is having a system that makes consistent follow-up effortless.
AI-Powered Email Sequences
Use AI to draft personalized email sequences that nurture leads automatically. Create templates for different lead sources, then let AI customize each message based on the lead's specific situation.
SMS Follow-Up Scripts
SMS has 98% open rates compared to 20% for email. Use AI to craft short, conversational text messages that feel personal. Keep texts under 160 characters and always include a clear next step.
DM Strategies That Work
Social media DMs are powerful for warm follow-up. Use AI to draft responses to story replies, comment engagement, and cold-warm outreach. The key is sounding human, not automated.
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