This YouTube talk argues the critical importance of backend follow-up systems in marketing: without organized tracking of leads, appointments, conversations, reminders, and payments, potential sales are lost. The speaker describes using a system that records every message and interaction from first contact through payment to prevent prospects from falling through the cracks.
Chapters
I know this is like the boring, unexciting stuff that's not super sexy, but this is incredibly important because the money you invest into marketing is going to get completely wasted if you don't have this back end stuff figured out. If we were trying to manually track a dozen leads with different people we've been talking to about different things, we'd get confused and forget about stuff and miss stuff, and people would fall through the cracks. And that's money. That is literal money falling through the cracks. And we don't want that. And so in here, what we're able to do is we're able to track our appointments with them, we're able to leave notes on what the conversation looked like and when to check back in. We're able to leave reminders for ourselves of, hey, check back in next Tuesday. We're able to see what payments they sent in to be able to confirm whether they signed up or not. And you can see we actually have a record of every single message and every single conversation we've had with this person since they first reached out about our service or about our free resource we were offering.