Following up
Most owners do not say yes on the first talk. Send your link the same day, follow up a few days later on the channel you already used, log every touch in People, and stop after three tries with no answer.
On this page
The same day
- Send your link, if you did not send it during the talk.
- Send one page that answers the owner's biggest question. Not five.
- Add the owner in People with a status, a next step and a follow-up date.
- Write down anything you promised to send, and send it today.
When to follow up
Give owners room. A call back the very next day reads as over-eager, so space follow-ups a few days apart. Use the channel you already used with that person: if you texted, text; if you emailed, email.
| When | What to do |
|---|---|
| Day 0 | First talk. Send your link and one page. |
| Day 3 or 4 | A short check-in. Answer anything they asked. Ask if they opened the link. |
| Day 8 to 10 | One more nudge, with something new: the building letter, the crew sheet, or an answer to a worry they raised. |
| After that | If there is still no answer, set Waiting on them with a follow-up date a few months out. Then stop. |
What to send
| What the owner needs | What to send |
|---|---|
| To talk to Colby | Your link, from Share in your portal |
| To see if their work counts | Accepted tasks |
| To ask a building for an OK | The building letter and Getting your building client's OK |
| To explain it to the crew | The crew sheet, in English and Spanish, and Explaining it to your crew |
| To picture the first weeks | Your first two weeks and the ramp-up plan |
| To check out Colby | Who we are |
| To read the terms | The paperwork |
Each printable is free and fits on one page. Print them for visits, or send the link. Your own name and logo on these materials is coming. Until then, send them as they are.
Log it in People
After every touch, update the owner in People: a status, a next step like "send crew sheet", a follow-up date and a note on what they said. Telling the assistant in a sentence or two does all of it. On the follow-up date, the owner shows up in Today.
Once you send an owner to Colby, they move to Sent to Colby and show Colby's progress next to their name. Building your list covers what to record, and People covers the screen.
Sample follow-up texts
Example
Same day
Good talking today. Here's my link: (your link). Leave your number and Colby will call you. Nothing to sign.
Example
Day 3 or 4
Hi, did you get a chance to open the link? Happy to answer anything before Colby calls.
Example
After a missed call
Tried calling you. Give me a call when you get a minute.
Example
When buildings are the worry
Here's the one-page letter owners use to ask a building for an OK: colby.ing/learn/building-letter. Any rooms they want skipped go right on it.
Example
When the crew is the worry
This is the sheet owners go over with each person before they record. It's in English and Spanish: colby.ing/learn/crew-handout
Example
The last one
I'll stop bugging you. If the timing changes, text me and I'll send the link again.
Keep them short and in your own voice. A missed-call follow-up is only that: you tried, call back. Save the details for when they pick up.
Handing a ready owner to Colby
An owner is ready when they want Colby to call, or when they tell you they want to sign. There are two routes in, and one way to ask for the contract.
- The owner opens your link and leaves a number. Colby calls them from (480) 542-7526. The company shows up in Companies once it starts talking with Colby.
- Or you send them to Colby. In People, open the owner and choose Send to Colby, or use Refer a company in Share. Pick "Colby can call them now" or "I'll introduce us first". If you introduce them, do it soon.
- When they are ready to sign, choose Request contract on that company in Companies or Contracts, or tick the ready to sign box when you send them. This asks Colby to send the contract.
- Colby reviews every request, then sends Colby's agreement and Order Form through DocuSign. Colby signs first. The owner gets an email to fill in the company details and sign.
- Follow the status in Companies: Talking, Contract, Signed, then Recording.
Request contract shows on a company when a contract can go out. Have these ready before you press it:
- The company's legal name and address.
- Who signs, with their title and the email DocuSign should use.
- How many camera kits the company wants.
- A target for recorded hours, if the owner has one.
- Anything Colby should know, in the note.
After Colby calls
- Ask the owner how the call went. Do not pitch again. Colby has covered the details.
- Check the owner's progress in People or Companies before you reach out, so you do not ask something you can already see.
- Help with the next practical step: the building letter, the crew sheet, picking who records first.
- If the call raised a question these docs answer, answer it. If not, leave it to Colby.
When to stop
- They say no. Thank them, set Not interested and stop. A clean no keeps the door open later.
- They ask you to stop. Stop that day, and note it so you never reach out by mistake.
- Three tries with no answer. Set Waiting on them with a follow-up date a few months out, then leave it.
- The work does not fit. Say so honestly. They may know another owner whose work does.
Questions
How many owners should I follow up with at once?
As many as you can keep a real next step for. If Today is full of late follow-ups, add fewer new owners until it is clear.
The owner left a number on my link but says nobody called. What do I do?
Ask them to save Colby's number, (480) 542-7526, and to call or text it back if they missed a call.
Can I add someone to People without sending them to Colby?
Yes. People is your own list. Nobody on it hears from Colby until you send them.