Customer follow-up, made practical 30 minutes or less

Your next 15 customers are already in your system.

I’ll show you how to find them and how to approach them. In 30 minutes or less.

Jethro Jones, founder of Optimization Doc
Start with what you already have Your CRM, inbox, or customer list

The useful names are often already familiar.

A past customer may have a new need. An unanswered inquiry may still be worth a respectful reply. A conversation that went quiet may have stopped because of timing, not fit.

Bring the CRM, email thread, spreadsheet, or customer list you already use. The session starts with real context, so you can spend the time deciding what deserves attention.

01

Past customers

People who already know your work and may have a different need now.

02

Unanswered inquiries

Questions that deserve a clear, useful follow-up instead of another generic blast.

03

Stalled conversations

Threads where the next step became unclear, delayed, or easy to forget.

Identify. Prioritize. Approach.

The goal is a short list you can act on, with a human reason for starting each conversation.

01

Identify

Surface the contacts, questions, and unfinished threads that still have useful context.

02

Prioritize

Choose where to focus first based on fit, timing, and what you already know.

03

Approach

Shape a direct, considerate follow-up that gives the other person an easy next step.

Bring your list. Leave with a clearer place to begin.

Schedule a time that is convenient for you here