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ChecklistSales

Personal brands: Lead follow-up from DM to enrollment

48 checks for moving DMs, forms, and intro calls to a result: first reply, records, the intro call, proposal and payment, no-shows, and the hand-off after enrollment.

48 items6 groups20 minOctober 15, 2026

  • checklist
  • lead follow-up
  • intro call
  • sales
  • whatsapp

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3 items open, 48 items in total. Members see the rest.

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A solo expert and a brand working with an agency or assistant lose in the same chain: a late reply, an unrecorded lead, an unfollowed proposal. This list checks the chain end to end; use it in your weekly review.

Incoming leads and the first reply

8 items
  • Leads from messages, forms, email, and comments land in one inbox or sheet; none are left scattered across channels.
  • A first-reply target is written down: 15 minutes during working hours, by 10 a.m. the next morning outside them; the auto-reply says so.
  • The auto-reply doesn't quote a price or make a promise; it comes in the expert's name and says when they'll reply.

5 items more in this group for members.

45 items more for members

This item has 48 items in total. With a membership you see all of it and copy any line in one click.

  1. Records and qualification8 items
  2. The intro call8 items
  3. Proposal, payment, and objections8 items
  4. No-shows, waitlist, and not-now leads8 items
  5. Hand-off after enrollment8 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.

Personal brands and creators page