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Follow-Up That Wins Business
Description
We ask Elise Whitmore how she runs fast, human follow-ups that turn uncertain leads into loyal clients. From two-minute callbacks to personality-based notes, she shares the cadence, tools, and boundaries that keep a pipeline full without burning trust.
• Two-minute response to new investor leads
• Three-day check-in then tailored cadence
• “No” treated as “not now” with three-month recontact
• Phone-first follow-up, email or SMS as backup
• Box+Dice tasks and rich notes to track context
• 20–27 daily follow-up calls with clear next steps
• Reading personalities to balance rapport and direct asks
• Strong pricing discipline and walk-away criteria
• Weekly email updates and Instagram as proof of activity
• Handwritten touches that strengthen retention
• Focus on three channels done well, not seven mediocre
• Consistency and micro choices building long-term momentum
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