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You know that sick feeling when you realise you’ve had dozens of great sales calls… and half of those people are just floating around in your inbox, DMs, and brain with zero follow-up? Yeah. Same.
In this episode, I brought on my friend and systems ninja, Carlyn Bushman, to walk us through the exact follow-up system that helped one of her clients look at 68 past calls, close just three of them on purpose, and head into a long summer vacation without stressing about cash flow. It’s simple, human, and built for real life — not for people who want to live inside a CRM all day.
Here’s what we get into:
📌 The “three clients before vacation” story — and how a few intentional follow-ups turned old calls into new revenue
📌 Why every single person you meet (events, LinkedIn, podcasts, referrals) needs a home in your system, not just a memory in your head
📌 How Carlyn uses Airtable as a visual, actually-usable follow-up hub — tags, calendar views, and the “no follow-up date” list that keeps you honest
📌 A simple way to track speakers, warm intros, and Instagram connections so opportunities don’t evaporate the minute you fly home from an event
📌 How one smart intake question (like “What’s your comfort level with AI?”) can segment your people and make your follow-ups 10x more relevant
Connect with Carlyn and learn more about her work at: carlynbushmanconsulting.com
And if you want help telling your own brand story in a way that builds instant trust, grab my free cheat sheet: https://brandmagnetic.com/cheatsheet
If we haven't yet - let's connect on Instagram! Find me at http://instagram.com/brandmagnetic