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Agencies and freelancers: Lead follow-up and sales process

50 items covering the agency's own inquiries and a client's ad inquiries: capture, discovery, proposals, CRM fields, hand-off, losses, and early warnings.

50 items6 groups18 minOctober 15, 2026

  • lead follow-up
  • crm
  • proposals
  • agency

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Lead follow-up in an agency runs in two directions: the agency's own prospects, and the inquiries that come from a client's ads. This list covers both, because a client who replies late to leads damages the agency's results, too.

The agency's own inquiries: capture and first reply

8 items
  • Account review, proposal, and contact forms land in the CRM with separate source tags, and WhatsApp and Instagram DMs are logged in the same list.
  • After-hours inquiries have a morning call queue and an auto-reply that tells the person when they'll hear back.
  • Every new inquiry is assigned to one person, and the unowned-inquiries report in the CRM comes back empty.

5 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. Discovery, proposal, and follow-up9 items
  2. CRM fields and record hygiene8 items
  3. Winning, onboarding hand-off, and losses8 items
  4. Monitoring a client's lead flow9 items
  5. Client relationship and early warnings8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Agencies and freelancers page

  • Message template15 min

    15 client and sales message templates for agencies

    First DM based on an observation

    Hi {FIRST_NAME}, I was looking at {BUSINESS}'s {OBSERVATION_SPOT} and noticed something: {OBSERVATION}. Fixing that with {SUGGESTION} is usually quick. Are you working on this right now? I'm {REP} from {AGENCY}.

    15 templates · 5 groupsMembers only

  • Script18 min

    9 video and call scripts for agencies

    0-3s30s: "I paid for ads and the phone never rang"

    "I paid for ads and the phone never rang." Same line as on-screen text.

    9 scripts · 2 groupsMembers only

  • Copy template20 min

    Caption templates

    5 checks before ads

    Check five things before you run an ad: 1. Are the ad account and Page in your name? 2. Have events like forms, calls, and WhatsApp taps been tested? 3. Who answers incoming messages, and how fast? 4. Does the bio link open on a phone? 5. Who approves the monthly budget? If all five are in place, the first week of ads starts on solid ground. If you don't know one of them, tell us in the comments and we'll look together. Save it and send it to your team. {AGENCY}

    20 templates · 5 groupsMembers only

  • Checklist20 min

    A 36-point agency operations checklist

    • Out-of-scope work is spelled out in the proposal.
    • The contract states that ad spend is separate from the service fee and paid from the client's own account.

    36 items · 6 groupsMembers only

  • Hook bank10 min

    Reels and short-video openers

    I opened the ad account. The first place I look isn't spend. It's Events Manager.

    50 hooks · 5 groupsMembers only