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37. Your Next 3 Clients Are Probably Sitting in Your DMs

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Manage episode 506979649 series 3594496
Content provided by Marci Rossi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marci Rossi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Text the show

If you’ve ever caught yourself saying, “They ghosted me”—this episode is your mirror. Because more often than not? You didn’t get ghosted. You just didn’t follow up.

This week, we’re tackling System #2 in your foundational business backend: how to track and nurture leads in a way that feels professional (not pushy) and actually converts warm interest into booked clients.

You don’t need fancy tech. You don’t need to be “salesy.” But you do need a system—because memory is not a strategy.

If you’ve ever felt awkward about following up, worried about sounding annoying, or assumed silence = no… I’m calling you in. There’s a better way to handle your leads—and it starts today.

What You’ll Learn in This Episode:

  • Why silence is not a “no” (and what it actually means instead)
  • The 5 mindset shifts that will change how you think about follow-up
  • The 4 components of a lead system that actually works—no fancy CRM required
  • Where your leads are probably hiding right now (hint: check your DMs)
  • The real cost of letting potential clients fall through the cracks

Thrive in 5: Your Follow-Up System Starter Pack

Get your lead tracking system up and running in five small but mighty steps:

  1. Pick your tracking tool. Airtable, ClickUp, Google Sheets—whatever works for your brain.
  2. List all your recent leads. Look at the last 30 days: contact forms, DMs, conversations—everything counts.
  3. Tag them by stage. Use tags like “Inquired,” “Discovery Call,” “Followed Up,” “Waiting,” etc.
  4. Write one follow-up message. Make it sound like you. This is your new template—tweak it as needed.
  5. Add a reminder. Put your follow-up schedule in your calendar, ClickUp, or whatever system you actually look at.

Want to see real lead-tracking systems in action? Don’t miss these sessions inside Automagic:

  • “From Inquiry to ‘I’m In!’” with Colie James
  • “How Slack and Airtable Keep Me Nurturing Leads” with Jade Smith
  • “How to Use ClickUp Automations to Track Leads” with Ilaria Sambi

These are NOT just tech tutorials. They’re real, behind-the-scenes setups that show you how to stay on top of your leads without the overwhelm.

If your business depends on clients, then a follow-up system isn’t optional—it’s essential.

So choose: Do you want to keep hoping people will magically remember you? Or do you want to build a system that helps you remember them—and finally get paid for the value you bring?

If you're ready to stop dropping leads and start closing more of them, check out The Shortcut—the done-for-you backend setup that makes follow-up easy, consistent, and not your job anymore.

Loved this episode? Don’t miss out on more practical, no-nonsense advice to level up your life and business. Make sure to subscribe so you never miss an episode of Thriver's Ed! 🎙️

💡 Join the Conversation: Have questions, thoughts, or an "aha" moment you'd like to share? Text the show by clicking the link in the show notes or leave a review – I read every single one!

💌 Get the Inside Scoop: Want even more tips, strategies, and exclusive content? Sign up for my newsletter and get a front-row seat to all things thriving. Subscribe here.

Thanks for listening – your journey to thriving is just getting started!

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 506979649 series 3594496
Content provided by Marci Rossi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marci Rossi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Text the show

If you’ve ever caught yourself saying, “They ghosted me”—this episode is your mirror. Because more often than not? You didn’t get ghosted. You just didn’t follow up.

This week, we’re tackling System #2 in your foundational business backend: how to track and nurture leads in a way that feels professional (not pushy) and actually converts warm interest into booked clients.

You don’t need fancy tech. You don’t need to be “salesy.” But you do need a system—because memory is not a strategy.

If you’ve ever felt awkward about following up, worried about sounding annoying, or assumed silence = no… I’m calling you in. There’s a better way to handle your leads—and it starts today.

What You’ll Learn in This Episode:

  • Why silence is not a “no” (and what it actually means instead)
  • The 5 mindset shifts that will change how you think about follow-up
  • The 4 components of a lead system that actually works—no fancy CRM required
  • Where your leads are probably hiding right now (hint: check your DMs)
  • The real cost of letting potential clients fall through the cracks

Thrive in 5: Your Follow-Up System Starter Pack

Get your lead tracking system up and running in five small but mighty steps:

  1. Pick your tracking tool. Airtable, ClickUp, Google Sheets—whatever works for your brain.
  2. List all your recent leads. Look at the last 30 days: contact forms, DMs, conversations—everything counts.
  3. Tag them by stage. Use tags like “Inquired,” “Discovery Call,” “Followed Up,” “Waiting,” etc.
  4. Write one follow-up message. Make it sound like you. This is your new template—tweak it as needed.
  5. Add a reminder. Put your follow-up schedule in your calendar, ClickUp, or whatever system you actually look at.

Want to see real lead-tracking systems in action? Don’t miss these sessions inside Automagic:

  • “From Inquiry to ‘I’m In!’” with Colie James
  • “How Slack and Airtable Keep Me Nurturing Leads” with Jade Smith
  • “How to Use ClickUp Automations to Track Leads” with Ilaria Sambi

These are NOT just tech tutorials. They’re real, behind-the-scenes setups that show you how to stay on top of your leads without the overwhelm.

If your business depends on clients, then a follow-up system isn’t optional—it’s essential.

So choose: Do you want to keep hoping people will magically remember you? Or do you want to build a system that helps you remember them—and finally get paid for the value you bring?

If you're ready to stop dropping leads and start closing more of them, check out The Shortcut—the done-for-you backend setup that makes follow-up easy, consistent, and not your job anymore.

Loved this episode? Don’t miss out on more practical, no-nonsense advice to level up your life and business. Make sure to subscribe so you never miss an episode of Thriver's Ed! 🎙️

💡 Join the Conversation: Have questions, thoughts, or an "aha" moment you'd like to share? Text the show by clicking the link in the show notes or leave a review – I read every single one!

💌 Get the Inside Scoop: Want even more tips, strategies, and exclusive content? Sign up for my newsletter and get a front-row seat to all things thriving. Subscribe here.

Thanks for listening – your journey to thriving is just getting started!

  continue reading

37 episodes

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