Workshop
Nurture Builder
Most sales come from follow-up. Fill in the blanks for each message, paste it into your sequence, then copy the whole thing into your email or text tool. Every sequence you write lands in My Plan.
The five lead stages
- UncontactedThey do not know you yet. Your job: advertise so they see you.
- ContactedYou got their attention. Your job: give them a reason to respond.
- EngagedThey showed interest. Your job: learn their problem and if they can pay.
- QualifiedThey have a problem you fix and money to fix it. Your job: make the offer.
- SoldThey paid. Now deliver, then go for reviews, referrals and the next sale.
9-Word Email
Use when: Your list has gone quiet and you want to find who is still interested.
Goal: Wake up old leads with one short, plain question. Whoever replies gets a call first.
- Day 0 · EmailFill in the blanks
Are you still looking to ?
- When they reply · EmailFill in the blanks
Great to hear from you, ! What's the biggest thing in the way of right now?
- Day 1 after reply · CallFill in the blanks
Hi , it's . You mentioned . Got a few minutes to see if we can help?
Push To Consult
Use when: You have a limited offer that sells best on a 1-on-1 call.
Goal: Fill the calendar inside one week, adding a fresh bonus with each message.
- 7 days out · SMSFill in the blanks
Hey , something big is coming to your inbox tomorrow. Keep an eye out.
- 6 days out · EmailFill in the blanks
Introducing : , and . Only spots. Book your call here:
- 5 days out · EmailFill in the blanks
Quick recap in case you missed it: gets you . Book now and you also get .
- 3 days out · SMSFill in the blanks
Update: spots are gone, left. First come, first served. Reply YES to grab a call time.
- 2 days out · EmailFill in the blanks
Only spots remain. Everyone who books now also gets , so you can .
- 24 hours out · EmailFill in the blanks
Last call. A few hours left. Booking today adds our best bonus: . Grab a time:
- 12 hours out · SMSFill in the blanks
is sold out. Thank you! We'll let you know when spots open again.
Push To Automated Checkout
Use when: You have a limited offer people can buy online without a call.
Goal: Build tension for a few days, then open the cart to everyone at once.
📜 Push To Automated Checkout Sequence
- 5 days out · SMSFill in the blanks
Heads up, : something big is coming to your inbox tomorrow.
- 4 days out · EmailFill in the blanks
Meet : , and . Only available.
- 2 days out · EmailFill in the blanks
The cart opens in 48 hours. First come, first served. Mark on your calendar.
- 24 hours out · EmailFill in the blanks
Tomorrow we open , and early buyers get . Set an alarm. We expect to sell out fast.
- 60 minutes out · SMSFill in the blanks
One hour until opens, ! Set an alarm and have your payment method ready.
- Cart opens · SMSFill in the blanks
We're open! Grab here: . The first buyers also get .
- 6 hours after · EmailFill in the blanks
Only left. Buy before it closes and we'll add .
- 12 hours after · SMSFill in the blanks
is sold out! Missed it? Reply WAITLIST and we'll save you the next spot that opens.
Decision Maker Sequence
Use when: A qualified prospect says they need to ask a spouse or partner first.
Goal: Help them ask for support, not permission. Stop as soon as they say yes.
- Question 1 · CallFill in the blanks
Totally fair. Let me ask: what if says no? What would you do then?
- Question 2 · CallFill in the blanks
What part do you think they'd push back on? The price, the , or me?
- Question 3 · CallFill in the blanks
Is happy with how is going now? Then why would they stop you from fixing it?
- Question 4 · CallFill in the blanks
It's your . Don't ask them for permission, ask them for support. Want to start today and tell them why?
- If still no · CallFill in the blanks
No problem. Let's lock your spot today and hold the payment for days so you two can talk.
Winback Campaign
Use when: A past customer has not bought in 6 months or more.
Goal: Offer credit from what they paid before toward a bigger offer if they come back.
- Day 0 · CallFill in the blanks
Hi , it's from . I'd like to give you some of your money back. Got a minute?
- Same call · CallFill in the blanks
How is going? As a thank-you, I can give you in credit toward . Would that interest you?
- Day 1 · SMSFill in the blanks
Great talking, ! Your credit toward is good until . Reply YES to use it.
- Day 3 · EmailFill in the blanks
, here's what people like you got from : . Your credit ends .
- Day 7 · SMSFill in the blanks
Last reminder: your credit ends tonight. Want me to set it up for you?
BAMFAM
Use when: Any time a call or appointment is about to end.
Goal: Book the next meeting before this one ends, so you always get another chance to help and sell.
- End of meeting · CallFill in the blanks
Before we hop off, let's set our next chat so we can . Does at work?
- Right after · SMSFill in the blanks
Thanks, ! You're booked for at . We'll cover .
- Day before · SMSFill in the blanks
Quick reminder: we talk tomorrow at about . See you then!
Appointment Reminders
Use when: A lead just booked a call or visit.
Goal: Mix automated and personal reminders so more booked leads show up.
- Right after booking · SMSFill in the blanks
(Automated) You're booked with on at . We'll call from .
- 24 hours before · EmailFill in the blanks
(Automated) See you tomorrow at , ! Here's what to expect: .
- Night before · SMSFill in the blanks
Hey , it's . Looking forward to tomorrow! Quick question: what's your number one goal for ?
- Morning of · SMSFill in the blanks
Morning! Still good for today? I've got ready for you.
- 3 hours before · SMSFill in the blanks
(Automated) Reminder: your call with is at today.
- 1 hour before · CallFill in the blanks
Hi , it's . Just making sure you're set for . Anything you need before we talk?
Pull Appointments Forward
Use when: A lead booked a slot a few days out.
Goal: Confirm and qualify them, then move the call sooner, ideally to right now.
- Within 5 minutes · CallFill in the blanks
Hi , it's from . I saw you booked for . Just confirming a few details. Is now a bad time?
- Same call · CallFill in the blanks
So you're a looking to , and is in the way. What have you tried so far?
- Same call · CallFill in the blanks
Good news: I think we can help. Better news: a spot opened up at today, unless right now works?
- If no answer · SMSFill in the blanks
Hi , here about your . A spot opened at . Want it?
- Before handoff · SMSFill in the blanks
, meet . They've helped . You two are set for .