What to do after you get the lead or opt-in

This may come as a shock, so brace yourself.

There are marketers out there who do not follow up with new leads after they opt-in, and expect the user to instantly turn into a new client or customer!

I know… it truly is shocking.

Now that we have caught our breath, let’s look at a few ways you should be following up with new leads after they have taken action, to keep nudging them to take further action.


Example #1 | The Basic 3-Stage Post Opt-in Follow Up

In this example you are running ads that ask a user to give you some basic info in exchange for something they find valuable. This can be a free guide, a shock & awe kit, or a chance to win something.

Once they register, they should get three emails spaced out every few days. These emails should follow this pattern:

Email #1: This should confirm the action they took and thank them for doing so. Let them know how to reach you if they have any questions and then point them to your site to get more great info on topic X.


Email #2: Here we deliver value. A “Thought you might like this…” subject line works wonders. You want to provide them with some form of helpful content related to the action they took or the service you provide. This can be a blog article or resource of some type. This email serves as trust-building and conditions the user to expect value from your communications. Add in a P.S. with another call to action (CTA) that nudges them in the right direction.


Email #3: Go for the gusto. Depending on your business, an email like this may come later in the sequence, but here we want to be clear about the action the user should take and why. This email should be about the CTA you had in your P.S. of email #2. Speak to their paint points and why they should care. Give the user a compelling reason to act today and how doing so will benefit them.


Example #2 | The Multi-Touch System (Warning: Not for the Faint of Heart)

Of all my clients, those who are the most successful utilize several methods of follow-up. I’m sure you have heard the standard line of “It takes 5 points of contact or more to close a sale/convert a user.” That is still just as true now as it ever has been. Your points of contact should vary and reach the user in more than just a digital sense. Here is an outline of what a follow-up sequence looks like to get someone who registered online for an event to actually show up and sit in the seat.

Point of ignition: User fills out a form online to attend an in-person event 7 days out.

  1. Immediately after | Email #1 | | Confirmation email
  2. Phone call to confirm & qualify the lead
  3. 2 Days after | Email #2 | Here is what we will cover
  4. 4 Days after | Email #3 | Content email to provide value
  5. 5 Days after | Hard mailer arrives at their home with their event info thanking them for their registration and reminding them of date / time / topic
  6. 6 Days after | Automated Text Reminder goes to their phone

(check out a service called Mobit for this)

  1. 7 Days after – Day Of | Email #4 | Final reminder
  2. 7 Days after – Day Of | Automated Text Reminder goes to their phone

As you can see, there is an abundant amount of contact points made between the time they signed up and the day of the event to help ensure the event stays top of mind and relevant to the user.

The wonderful part about being a marketer today is that you have a wide array of tools at your disposal to automate many of these processes. So you have no excuse to not follow up with your leads! Stay in front of them often and the profits will follow.


14 thoughts on “What to do after you get the lead or opt-in”

  1. Great post! I am actually getting ready to across this information, is very helpful my friend. Also great blog here with all of the valuable information you have. Keep up the good work you are doing here.

  2. This Website Is Dedicated For Non-Muslims Who Would Like To Understand
    Islam, Muslims , And The Holy Quran. It Is Rich In Information, Bokks,
    Videos,Brochures, References, Bibliography, And Illustrations.
    for more information you can go to https://guidetoislam.com

  3. This is so fun! What a great idea. Also I love how authentic you seem to be. Your style and passion for blogging is contagious. Thank you for sharing your life!

  4. I believe there are many other people who are interested in them just like me! How long does it take to complete this article? I have read through other blogs, but they are cumbersome and confusing. I hope you continue to have such quality articles to share with everyone!

  5. I love this great idea and i am not sure how long does it take to complete but your idea seems to be absolutely awesome and thank you so much for the grateful information , Keep up the good work.

  6. Through your pen I found the problem up interesting! I believe there are many other people who are interested in them just like me! How long does it take to complete this article? I have read through other blogs, but they are cumbersome and confusing. I hope you continue to have such quality articles to share with everyone!

  7. Oh yes the problem i need to find. Your article provides useful information that i am looking for. I will often visit this site.

  8. Great information. Automating the processes is definitely a game-changer! I am just starting to get into it again after chasing shiny objects.

  9. Buy Kamagra Gold 100mg Online is used for Enlarged prostate gland in male, Increased blood pressure in lungs and other conditions. Know about the uses, side effects, price, composition, substitutes, How it works, Lowest Price Online. Kamagra Gold 100mg Online buy with lowest Price Ever Online Pharmacy. Kamagra Gold 100mg Reviews.
    kamagra gold 100mg price wihtout any extra shipping cost

  10. Thanks for your article! I have read through some similar topics! However, your post has given me a very special impression, unlike other posts. I hope you continue to have valuable articles like this or more to share with everyone!

Leave a Comment

Your email address will not be published. Required fields are marked *