#98 · How I Split Test AI Automation Agency Offers (Step-by-Step)

youtube ↗Sales

What should I say when following up with a prospect this week?

Treat follow‑ups as a normal part of the process, not a big deal. Send them consistently – the follow‑up itself is most of the battle. Use simple, boring messages like “Hey Pete, just checking in on the proposal. Let me know if you have any questions. Thanks, Nick,” or “Hey Pete, just wanted to make sure you had a chance to look at the proposal; I see it’s still unread in PandaDoc, so I’m bumping it to the top of your inbox,” or “Hey Pete, I’m juggling a few proposals right now and wanted to make sure you’ve had a chance to review this before I commit to someone else.” Add value without changing the scope: include relevant industry news, mention similar clients who are seeing good results, share a roadmap, or point out a new opportunity, but don’t actually alter the original offer.

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Related answers

youtube ↗Sales

How should I follow up after sending a proposal and Loom video?

Follow‑up cadence matters. I recommend reaching out every 48 hours rather than daily or hourly, giving prospects breathing room. After sending a Loom video, you still need to send a written proposal they can sign. The proposal creates a transformation event, but remember that signing doesn’t guarantee payment—clients can still disappear. Define a clear transformation and use it as a trigger for automation, such as sending a follow‑up if payment isn’t received within X days. When crafting follow‑up emails, keep them concise and value‑focused. Example scripts: “Hey Pete, just checking in on the proposal. Let me know if you have any questions. Thanks, Nick.” or “Hey Pete, I noticed you haven’t opened the proposal yet. I wanted to bring it to the top of your inbox.” Add value by sharing industry news or free resources, but avoid changing the scope of work. Consistency and adding value are the 80/20 of successful follow‑ups.

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youtube ↗Lead Generation

When reaching out to a new client for the first time, should I throw my offer right away in DMs or start with a casual message, and how long should an ideal conversation last?

First, it's important to distinguish between a prospect and a client. A client has paid you for a service, whereas a prospect is someone you’re still trying to convert. When you’re reaching out via DMs, you don’t need to wait to warm them up. Build some reputation with content and followers, but once you start DMing, present your offer directly. Include quick social proof or a risk‑mitigation guarantee, then a clear call‑to‑action such as “Can we schedule a call tomorrow to discuss?” In short, throw your full pitch in the first message rather than a casual warm‑up.

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youtube ↗Cold Email

How should I structure follow-up sequences for selling expensive glass artworks to architecture firms, especially with limited budget and using tools like Instantly?

The main issue is that your 7‑, 14‑, and 30‑day follow‑up cadence is too long for today’s average internet user. Shorten it to roughly every 48 hours. In Instantly, change the ‘send next message in’ setting from 7 days to 2 days. Next, improve your follow‑up subject lines: avoid automatic ‘Re:’ lines, which perform poorly, and instead use fresh, personalized subject lines—add the prospect’s first name, keep it casual and lowercase—to boost reply rates. In the body of each follow‑up, reference the previous email and include a brief ‘cliffnotes’ recap so the prospect can quickly remember the context. Start with only two follow‑ups in your campaign; test the reply rates. If they’re decent and deliverability stays healthy, add another follow‑up after a week, then continue adding them weekly only while you see improvement. This gradual approach can potentially double your reply rate without hurting deliverability. Finally, make sure your pitch for selling expensive glass artworks to architects, developers, and contractors is strong, as the niche itself is interesting but needs a compelling offer.

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youtube ↗Sales

How do I convert cold leads into a call when I’m using asset‑based cold emails and I’m not sure how to make the ask?

After you’ve delivered value and the prospect responds positively, you can transition to the ask by saying something like, “Awesome, I’m down. Would you have time for a 10‑minute call where I can deliver even more value or show you something specific?” You can also frame it as answering a few quick questions for them. The key is to stay hyper‑respectful of their time—most of the people you’re reaching out to are influencers or creators—so keep the ask short and focused. You can even ask them to record a short video answering your questions. Throughout the process, keep increasing the commitment level: never back down, always add a little more commitment each step, and the prospect will be more likely to say yes to the call.

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