Dave Ramsey

Why Follow-Up Matters (Especially the First 14 Days)

We’ve built a follow-up procedure into our process because the first 14 days are the most crucial. This is when engagement is highest, and consistent follow-up makes all the difference. Simply put: the power is in the follow-up.

When someone submits a request for a quote, they are immediately sent the Canopy link. Many clients are already completing it before we even speak with them, which helps move things along faster and keeps the process smooth.

If you do speak with these clients, be sure to introduce yourself as a Ramsey Trusted Pro. This builds instant credibility and trust from the very first conversation.

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