Here’s a To-Do Follow-Up Worksheet designed to help you friends clarify strengths and take action on lead generation and discovery. It includes sections for:
- Skills & Interests
- Warm Leads
- 10 Discovery Questions to ask potential clients
You can copy this into Notion, a Google Doc, and share to collaborate.
🧾 Outlaw Intelligence: Follow-Up Worksheet
For collaborators, lead generators, and automation co-creators
🔧 1. My Skills & Interests
Top 3 Technical Skills (e.g., scripting, integrations, data analytics):
1.
2.
3.
Top 3 Business/Industry Experiences (e.g., marketing, real estate, ecommerce):
1.
2.
3.
I’m most excited about working on:
(Check or list anything relevant: AI, bots, small biz automation, health, real estate, ecom, coaching, scheduling, CRMs, etc.)
📇 2. Warm Leads – Who Could Use Automation?
Write 10 names or companies you know who might benefit from smarter systems:
|
Name / Company |
Industry |
Relationship |
Why They Might Need Us |
|---|---|---|---|
❓ 3. Questions to Ask in Conversations
Use these to identify automation opportunities when chatting with people. Write answers as you go.
🔁 Daily Workflows
- What repetitive tasks do you do every day that you wish you could delegate or automate?
- What tool do you use the most: Email, Slack, WhatsApp, Trello, Notion, Calendar?
- Are there tools specific to your job (like Airbnb, HVAC ERPs, accounting platforms)?
- Do you use spreadsheets to track anything important?
💬 Support & Communication
- How much time do you or your team spend answering the same questions over and over (by email, phone, chat)?
- Do you ever wish a bot or assistant could help triage messages or calls?
- Do you pay someone to handle phone calls, bookings, or customer support?
📈 Sales & Leads
- How do you currently get new leads or clients?
- Do you manually follow up with them or use any kind of CRM or tracking tool?
- How long does it take from interest to conversion—and what could make that faster?