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Workflow · 6 min
AI Workflows for Follow-Up
The 90-day nurture that turns 'not right now' into 'let's write it up.'
Every 'not now' is a 'not yet.' Set a 12-touch, 90-day cadence: rate context, market update, client story, educational post, personal check-in — repeat.
Have AI draft each touch from a shared source document about the client (their goals, timeline, obstacles). Review, personalize the first line, send.