A structured email system for moving suitable enquiries from interest to decision

Follow up professionally without chasing, create clarity without pressure, and close the loop when a project is not moving forward.

This sequence is for leads who have made an enquiry, downloaded a relevant resource, attended a fit call, or received a proposal—but have not yet become clients. It is separate from the onboarding sequence used after appointment.

Replace all bracketed text. Confirm facts, dates, availability, fees, and deliverables before sending.


Part 1 — Choose the Correct Sequence

Sequence A — New project enquiry

Use when someone submits an enquiry but has not booked a call.

  1. Immediate acknowledgement
  2. Personal review response
  3. Missing-information request, if needed
  4. Consultation invitation
  5. Gentle reminder
  6. Close-the-loop email

Sequence B — After consultation

Use when the conversation was positive but the client has not confirmed the next step.

  1. Same-day summary
  2. Relevant proof or resource
  3. Decision check-in
  4. Objection/clarification invitation