ChecklistSales
Online courses and coaching: Lead follow-up and sales process
A 54-point lead follow-up list for first replies, CRM fields, post-workshop follow-up, calls and objections, onboarding, and the waitlist. Write down who does what, and when, from signup to week one.
54 items6 groups18 minOctober 15, 2026
- lead follow-up
- sales process
- checklist
- online courses
Use this list to turn every incoming signup into a record with an owner and a next step. A lead comes from an ad or a workshop; whether it becomes a student depends on first-response speed, post-workshop follow-up, and honesty on the call.
Signup, first response, and speed
- Requests from signup forms, DMs, WhatsApp, email, and phone land in one place (a CRM or shared sheet), with the source field filled in.
- The first-response target is written down: instant automated confirmation, a personal reply within two business hours; waiting requests are counted each morning.
- The automated confirmation email and calendar invite go out within minutes of signup, verified with a test signup.
6 items more in this group for members.
51 items more for members
This item has 54 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields, tags, and record-keeping9 items
- 03After the webinar or workshop9 items
- 04Calls, objections, and the decision9 items
- 05Payment, onboarding, and week one9 items
- 06Waitlists, lost leads, and hand-offs9 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.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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