Simple CRM and email follow-ups for consultants
Independent consultants live on relationships. The hard part isn't writing emails; it's remembering to follow up with the twenty people who said 'maybe later'.
Who you're usually writing to
Founders and managers who have the specific problem you solve.
Sound familiar?
- Promising conversations go cold because nobody followed up.
- Big CRMs are overkill for a one-person practice.
- Pipeline swings between too much work and none.
An outreach routine that works for consultants and coaches
Follow up on 'maybe later'
Put every warm conversation in the pipeline with a date to check back.
Write like a person
Short emails from your own address read like a note from a colleague, not marketing.
Keep outreach steady
A small campaign every week smooths out the feast-and-famine cycle.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Following up on our chat
Hi {{first_name | there}},
When we spoke a while ago, you mentioned it was hard to get your team's weekly reporting done on time.
I've since helped a couple of similar teams cut that down with a few small process changes. Would it be useful if I sent a short summary of what worked?Follow-up, a few days later
Hi {{first_name | there}}, no pressure at all. Just let me know if a short summary would help.
Tips
- Use tasks with due dates for every 'check back later'.
- Keep one campaign for past conversations and one for new introductions.
- Review the pipeline every Monday.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email