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Interested to Invested: Automate Follow-Up That Still Feels Personal
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Following up with leads doesn’t have to feel awkward, exhausting, or like a full-time job. When you’ve got the right system in place, it can run smoothly, and still feel personal.
In this final episode of the Interested to Invested series on She Thinks Big, we’re going beyond templates and one-off follow-up emails. You’ll learn how to automate your follow-up process without sacrificing the human connection that actually moves leads forward.
I’ll walk you through my value readiness matrix to help you prioritize the right leads, show you how to set up a follow-up system that runs on autopilot, and share the exact tools and phases I use (and teach) to make it all work behind the scenes, without burnout.
Whether you’re still tracking leads in a spreadsheet or ready to fully automate, this episode will help you build a follow-up system that actually converts.
3:35 – Quick recap of parts one and two of the Interested to Invested series
5:49 – How to use the value readiness matrix to prioritize your follow-ups
8:41 – The 3 Cs of a strong follow-up system: Capture, Calendar, and Content
10:38 – What it looks like to automate in phases—foundation to full automation
12:57 – Metrics to track so you know what’s working (and what’s not)
13:57 – How to review, tweak, and continuously improve your system
Mentioned In Interested to Invested: Automate Follow-Up That Still Feels Personal
ClickUp | Zapier | Kit (formerly ConvertKit)
She Thinks Big by Andrea Liebross
Interested to Invested Workshop Bundle
Andrea’s Links | Get Andrea’s Newsletter | Book a Call With Andrea
Andrea on LinkedIn, Instagram, and Facebook
Disclaimer: Some of the links in this description are affiliate links, which means I may earn a small commission if you choose to purchase at no extra cost to you.
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Chapters
1. Interested to Invested: Automate Follow-Up That Still Feels Personal (00:00:00)
2. Quick recap of parts one and two of the Interested to Invested series (00:05:00)
3. How to use the value readiness matrix to prioritize your follow-ups (00:07:14)
4. The 3 Cs of a strong follow-up system: Capture, Calendar, and Content (00:10:06)
5. What it looks like to automate in phases—foundation to full automation (00:12:03)
6. Metrics to track so you know what’s working (and what’s not) (00:14:22)
7. How to review, tweak, and continuously improve your system (00:15:22)
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