The CRM Emails That Turn New Leads into Booked Clients Faster (Without the Sales Call) with Kara Duncan
If you still think that a system for booking and onboarding new clients has to be complicated, this is the episode for you. What if you could take a potential client from inquiry to payment in under five minutes? In this episode, I sit down my copywriter Kara Duncan to show exactly how a fast, thoughtful, and human booking process changed her business.
You’ll hear how a simple CRM, a quick Loom video, and thoughtful follow-up emails turned missed opportunities into the fastest payment she’s ever received. The best part? No sales calls required.
Find It Quickly:
00:25 - Welcome Kara Duncan
00:52 - The Five-Minute Booking Process
02:01 - Client Communication: The Key to Success
05:21 - Enhancing Proposals with Loom Videos
14:17 - The Importance of Follow-Up Emails
22:11 - The Importance of Detailed Proposals
23:22 - The Power of Loom Videos
23:58 - Overcoming Sales Call Challenges
24:57 - Effective Client Communication
26:07 - The Value of Personalized Videos
27:41 - Sales Calls vs. Video Proposals
28:54 - Client Communication Strategies
32:32 - The Five-Minute Booking Process
39:53 - Reassuring Clients Post-Payment
Mentioned in this Episode:
Connect with Kara:
Website: thekarareport.com
Podcast: thekarareport.com/podcast
Instagram: instagram.com/thekarareport
