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Sales & Marketing TrackTuesday, Sept 15 · 1:00 – 2:30 PMTaught by Jer Holum

Never Let Another Lead Go Cold: The Follow-Up System That Runs Itself

The lead that waits three days doesn't wait — it leaves. Build the follow-up system that drafts the right next touch, asks for approval, and never lets an opportunity disappear in the inbox.

Save $500 — register by August 31, 2026

About This Session

The longest working block of the track: turn the morning's search, proposal, video, and social work into one measurable revenue workflow. Watch a lead trigger start research, draft the next best touch, pause for human approval, and write the result back to the CRM — then build yours.

What We'll Cover

  • One buyer journey: where every channel of the day lands
  • Templates vs agents: the same follow-up at two maturity levels, live
  • Revenue-loop design sprint: trigger, approved context, allowed actions, human gate, owner
  • Failure clinic: stale CRM data, invented personalization, brand drift, over-contact
  • Build the scorecard: speed-to-lead, follow-up completion, replies, and pipeline

You Leave With

A follow-up system blueprint that gives every lead the right next touch

Who Should Attend

Sales leaders, office managers, and owners who know there's revenue dying in the inbox. This is the track's longest working block — ninety minutes to turn the morning's search, proposal, video, and social work into one follow-up system with a human approval gate.

Part of a Full Day of Hands-On AI Training

This workshop is one of 20 at the AI Business Retreat — a one-day, hands-on AI training for business at The Island in Spooner, Wisconsin, within driving distance of Minneapolis–St. Paul, Eau Claire, La Crosse, Duluth, and Hudson. Can't make the drive? Every session, including this one, streams live for remote attendees.

Your Instructor

Jer Holum

AI Coach, Coulee Tech

AI Coach, Coulee Tech · Founder, Web Devy

The youngest coach on the faculty and the only one with no adoption story. Jer was programming robots in elementary school, founded and ran the La Crosse web design company Web Devy, and used AI heavily in every part of his life, school and work alike, all the way through high school. He co-wrote Buttkicking IT Support with Rod and runs the afternoon's longest build: the follow-up system that makes sure no lead ever goes cold in an inbox.

Read Jer's full profile

All six instructors are on site for the whole day — the hallway, the working lunch, and the evening social are part of what you registered for.

Session Details

When
Tuesday, Sept 15, 2026 · 1:00 – 2:30 PM
Instructor
Jer Holum
Track
Sales & Marketing Track
Where
The Island · Spooner, WI (or attend live remote)
Who it's for
The Sales & Marketing Track's long build — the engine everything else plugs into
Price
In person $995$495 · Remote $250

Save $500 — register by August 31, 2026

One registration covers the full retreat — every session, every track.

For Senior Leaders

See the whole day mapped for your seat →

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Never Let Another Lead Go Cold — Questions & Answers

Within minutes, not days — response speed is one of the strongest predictors of whether a lead converts, and the lead that waits three days usually didn't wait. This workshop builds the system that makes speed automatic: a trigger fires on the new lead, AI researches and drafts the right next touch, a human approves it, and the result writes back to the CRM.
Not if it's designed with the failure modes in mind — which is why this session includes a failure clinic covering stale CRM data, invented personalization, brand drift, duplicate touches, and over-contact. The system drafts from approved company context and pauses for human approval before anything sends, so automation adds speed without removing judgment.
Jer Holum teaches this workshop at the AI Business Retreat. Jer Holum — AI Coach, Coulee Tech · Founder, Web Devy. All six instructors are on site for the full day, so you can also find them between sessions and at the working lunch.
This workshop is part of the AI Business Retreat on Tuesday, September 15, 2026 at The Island in Spooner, Wisconsin. One registration covers the full day — all 20 sessions across the Leadership, Sales & Marketing, and Builder tracks, including this one. In person is $495 through August 31, 2026 (then $995), working lunch included; attending live online is $250. Seats are limited.

This session is one of twenty.

One registration covers the whole day — every track, every workshop, the working lunch, and your written 90-day roadmap. Sept 15, 2026 · The Island, Spooner WI.

Save $500 — register by August 31, 2026