226: Interested to Invested: Automate Follow-Up That Still Feels Personal
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.
What’s Covered in This Episode on How to Automate Follow-Up That Still Feels Personal
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 | Book a Call With Andrea
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.
Quotes from the Episode
“Not every prospect should get the same level of follow-up. That's the fastest way to waste your time and to burn yourself out.” - Andrea Liebross
“Build a system where you are spending 80% of your time on the leads who will convert.” - Andrea Liebross
“You're not removing the human, you're just removing the repetitive. There’s a big difference.” - Andrea Liebross
Links to other episodes
225: Interested to Invested: What to Say When a Lead Ghosts You
224: Interested to Invested: 3 Reasons Leads Go Quiet After Showing Interest
222: How to Use “Let Them Theory” to Reclaim Control as a Business Owner
192: How Thinking of Time as Money Can Transform Your Life and Business
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