When there is no sale yet: the Follow-up schedule

Use the Follow-up schedule to plan the next emails and calls when there is no sale yet.

Do it in Genius

All cases→ your client→ GrantAI→ More→ Follow-up schedule

Practice Client, 3 Nov 2026: Follow-up schedule writes a six-step plan of emails and calls. It runs from 4 Nov to 15 Dec.

Open your clients in Genius (opens the app in a new tab)

In the app: CRM → All cases

(opens full size in a new tab)

1. 1.

   Click More, then Follow-up schedule. GrantAI writes a plan of emails and calls.

   Each stage has a draft email or call script. A draft may quote a Fee-based product: on commission, use your own numbers.

2. 2.

   Copy the dates into your own calendar, then send each email and make each call yourself.

   The plan creates no tasks or reminders in Genius.

3. 3.

   Send what you promised first. Stage 1 of the example plan is an email with the proposal and the questionnaire.

   • See if they opened it
4. 4.

   Stalled? Offer a smaller first piece. GrantAI may suggest Test lighter ladder. A clear no goes in Save Note. Stop the plan.

   Same questions again and again? Ask what is missing, answer it, then ask for a decision date.