1. The Story Behind the Framework
If you listen to call recordings, CRM notes, and inboxes long enough, you see the same story: people who raised their hand never hear from the team again after a couple of messages. It is not because you do not care. It is because no one owns the full journey.
The Full Follow-Up Framework is the plan you hand to your team and your AI agents so they always know what happens on day 1, day 3, day 7, day 14, and day 30. It is simple enough to follow, and structured enough to automate.
2. The Core Rules of a Healthy Follow-Up System
Before we map out specific days and messages, you need a few non-negotiable rules. These rules protect your brand, your team, and your pipeline.
Every new lead is owned by a clear “primary” (human or agent). Others can support, but there is no question about who is responsible for movement.
Phone, SMS, email, and social should feel like one conversation. The CRM and AI layer carry context across channels.
You define your follow-up windows in advance (10–30 days) and stick to them. No more “we’ll see how it goes.”
Every sequence ends in a next step: booked, nurture list, do-not-contact, or lost for now. No more “floating” leads.
This is where AIAN’s CRM Intelligence – Pipeline Health layer helps. It watches for stuck leads and signals that the next touch is needed.
3. The 10–30 Day Framework at a Glance
Think of this as a simple track people ride after they ask for help. The exact number of days depends on your sales cycle, but the structure stays the same.
Phase 1: Days 0–3
Fast response, qualify, and set expectations. Heavy on speed and clarity.
Phase 2: Days 4–10
Social proof, simple education, and reminder nudges to book or reply.
Phase 3: Days 11–30
Light touch nurture, deadline-based offers, or transition to long-term list.
Within AI Automation Network, this framework uses several agents together:
- CallMaster Pro for fast response calls and voicemail drops.
- MessageMaster Pro for SMS and email journeys.
- LinkedIn Growth for B2B follow-up and touches on social.
- CRM Intelligence to score intent and flag stuck leads.
You can deploy the same logic in REI using the REI Communication System and REI: Pipelines at Scale guides.
4. Phase 1 – Days 0–3: Capture, Qualify, and Confirm
This is where your Fast-Response System (FRS) does most of the heavy lifting. The goal is simple: show up quickly, show you’re real, and offer a clear next step.
Day 0 (minutes 0–60)
- CallMaster Pro calls the lead within 1–3 minutes.
- If no answer, it drops a short voicemail and triggers a “missed call” SMS.
- MessageMaster Pro sends a short email confirming you received the request.
Day 1–3 Follow-Up
If they do not book or reply on day 0, you keep the pressure gentle but clear. One touch per channel, per day, is plenty.
- One call attempt per day (max 3 total).
- One SMS or email per day, focused on scheduling, not selling.
- Optional LinkedIn visit / connection request for B2B.
5. Phase 2 – Days 4–10: Educate, Prove, and Nudge
People are busy, not rude. Now you shift from “just checking in” to adding clear value. This is where most teams fall apart because messages get random. Your framework keeps it structured.
What this phase should include
- Short stories or case studies that match the lead type.
- One clear, repeatable CTA (“Book a quick call” or “Reply with X”).
- Light reminders, not pressure or guilt.
Example Day 5 Email
Subject: “Quick example from another {{ lead_type }} like you”
In the email, you share a 3–4 line story pulled from your case studies, then invite them to a short call to see if the same path fits.
Example Day 7 SMS
“Hey {{ first_name }}, wanted to share a quick win: we helped another {{ segment }} go from {{ before_state }} to {{ after_state }} in 30 days. Want me to send a 2-minute breakdown or jump on a quick call?”
The storytelling here can reuse content from your LinkedIn Growth System and SocialGenius Content Engine assets.
6. Phase 3 – Days 11–30: Decide, Nurture, or Close Out
After about 10 days of fair, clear follow-up, you stop chasing and start sorting. The goal is to move people into the right long-term lane.
In this phase, you:
- Run 1–2 more multi-channel touches (call, SMS, email).
- Offer a soft deadline or “last call” moment.
- Tag the lead as nurture, lost, or booked.
At this point, CRM Intelligence takes over. Leads move into nurture tracks or reactivation lists, powered by MessageMaster Pro Journeys.
7. Integrating the Framework with AI Automation Network
Here is how the agents line up against the framework so you do not have to remember every detail by hand.
Owns day 0–3 calls, voicemail drops, and scheduled callbacks. It sees the same CRM notes your team sees.
Owns all SMS and email sequences across 30 days, with different paths for booked, no-show, and “went cold” leads.
Scores activity, flags stuck leads, and pushes tasks to humans or agents when the next touch is due.
Keep showing up in feeds so your follow-up feels natural, not random or desperate, especially in B2B and REI.
If you have not seen how the agents work together, start with the CallMaster Pro – Inbound & Outbound Guide and CRM Intelligence – Pipeline Health.
8. How to Implement This in 7–10 Days
You do not need months to get this live. Most teams can ship a first version in one or two work weeks if they keep it simple.
- Map your current touches (calls, emails, texts, social) on paper.
- Pick your follow-up window (10, 21, or 30 days).
- Write short, plain-language messages for each phase.
- Load the copy into AIAN agents and set timing in your CRM.
- Review the first 20–30 leads and adjust tone and timing.
When you are ready, you can also connect this playbook to:
- Fast-Response System (FRS) for day 0–3 speed.
- Outbound Engine for B2B to feed more leads into the same framework.
- AIAN Strategy Pack for diagrams and rollout checklists.