The Follow-Up Playbook
For PI firm owners. Most firms quit after two tries. The leads who convert are in touches four through eight. This playbook shows the exact 10-touch, 30-day sequence to turn "maybe later" leads into booked consultations.
What is inside
The full 10-touch nurture sequence, with scripts and the spacing logic that keeps it from feeling like nagging.
- Why follow-up wins: the data on how many touches it really takes and why most firms quit too early
- The 10-touch cadence: voice, text, and email touches over 30 days with the exact timing and purpose of each
- Scripts for every touch: word-for-word copy you can adapt and use this week
- Value-add touches: the emails that give something useful so the follow-up earns its place in the inbox
- The soft close: how to wrap up without burning the relationship if the timing is not right
- Common mistakes: quitting after two tries, sending the same message every time, spamming daily
- Compliance guardrails: TCPA windows, DNC scrubs, frequency caps, and opt-out rules
- What BookedBack runs for you: how we run this whole cadence across AI voice, email, and iMessage, and what it costs
Why give the whole thing away? Most firms read it and decide they would rather have us run it than work it themselves. The ones who run it themselves never needed us. We only want to work with firms that actually want the help.
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Download the playbook (PDF)Learn more about follow-up nurturing
This playbook covers the follow-up sequence. See follow-up nurturing for PI firms for how BookedBack runs this for you, and the lead reactivation playbook for older old leads.
Ready to have BookedBack run the full sequence on your lead list? Start a pilot. Your first appointment that shows up is free.
We run the full 10-touch sequence across AI voice, email, and text. Your first appointment that shows up is free. After that, about $50 to $300 per appointment that shows. No setup fee.
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