Following up After Discovery Calls

May 7, 2026

Does following up after a discovery call make you cringe? You're not alone, but done right, a follow-up can actually feel like a gift to your potential client. In this episode, I'm sharing three simple strategies to check in without feeling pushy, salesy, or awkward.

What we cover:

• Why follow-ups feel icky — and why they don't have to
• Setting expectations during the discovery call so follow-ups feel natural
• Keeping your check-in email short, simple, and stress-free (and saving it as a template!)
• The "magic email" from community member Sally Farrant that gets responses fast

Action steps:

✓ Mention your follow-up plan at the end of your discovery call
✓ Draft a simple one or two-line check-in email and save it as a template
✓ Offer Voxer as an alternative for clients who prefer voice messages over email
✓ Use Sally's closing email if you've heard nothing after your first two follow-ups
✓ Don't assume silence means no, a warm lead often just needs a nudge!

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Resources mentioned: Sally Farrant's pricing calculator 

Timestamps:

0:00 Intro
0:20 Why Following Up Feels Icky (And Why It Shouldn't)
1:18 Tip 1: Set the Expectation During the Discovery Call
2:34 Tip 2: Keep Your Follow-Up Email Short & Simple
3:30 Tip 3: The 'Are We Done?' Email Template
4:03 The Template in Action
5:17 Recap: 3 Ways to Follow Up Without the Ick
6:27 Community & Where to Find Emma

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