Where Do the Warm Leads Go?

How To Tag, Track, Follow-Up + Convert

Author

Natalie Krul
August 07, 2025

Hi Trailblazers, Last newsletter, we started the convo. This week, we’re showing you where to take it.

Because the truth is, not every LinkedIn connection is a lead—and not every chat needs a pitch. The magic? Setting up your CRM to handle every outcome like a pro.

The difference between a ghosted lead and a booked client is a smart CRM flow.

NK

Ready to track, tag, and follow up based on real interest—automatically? Keep reading. 👇

  • ⚒️ Build different CRM pipelines based on lead behavior

  • 🏷️ Use tags to trigger specific follow-up emails and workflows

  • 📢 End 1:1 chats with a tailored, personal + strategic CTA

⬇️ Scroll down to discover the “right” CRM flow for you.

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Tag, Track, Convert

Your post-connection lead flow

Not All Chats Are Created Equal

Different convo = different follow-up = different CRM flow

Picture this:

You’ve just wrapped a virtual coffee with a new LinkedIn contact.

They might be a perfect-fit client... or maybe they’re a solid power partner.

Either way, you don’t want to wing the follow-up—or forget it altogether.

Solution:

Build your CRM and email workflows to adapt based on:

  • Whether they opt into your lead magnet

  • Whether they book a 1:1

  • Whether they show buying intent during your chat

And then trigger the right CTA and pipeline based on what happens next.

Why does it work?

Because it creates a flexible system where you stay human—but your tech handles the heavy lifting.

How to Act Now:

Keep scrolling where we’ll take a look at 4 Real CRM Scenarios to Set Up:

1️⃣ They Don’t Book a Chat—But They Opt Into Your Lead Magnet
2️⃣ They Book a 1:1 Networking Chat
3️⃣ They Express Interest in a Service During Your Chat
4️⃣ Bonus: They aren’t a potential client, but rather, a power partner

BUT FIRST, Check out my new [free] guide on the CRM steps to simplify operations, automate the right things, and finally scale without burning out. 👇

The Smart CRM Business Owner’s Guide

This guide walks overwhelmed biz owners through the steps to setup your CRM, simplify operations, automate the right things, and finally scale without burning out.

Perfect for service-based businesses that are stuck in operator mode and need a clear path to streamline and grow—without the tech overwhelm. Grab your copy here.

Need a CRM That’s Already Built to Do All This?

Don’t just download the guide—put it into action. Our Smart Marketing System is a fully-loaded CRM designed specifically for service-based businesses like yours.

Or, schedule a quick clarity call to discuss your business goals and needs to see if our Smart Marketing System is the right fit for you!

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