If you’ve ever filled out a contact form and then received a perfectly timed email or reminder text—that wasn’t luck. It was a follow-up system. This remote role puts you in charge of setting up and maintaining those kinds of systems for online businesses. No calls. No sales. No design work. Just structured, step-by-step setup using tools built for beginners.
Includes free access to a 5-day training challenge where you’ll launch your first working follow-up system from scratch.
As a Client Follow-Up Coordinator, your job is to ensure that no lead goes ignored. You’ll use automation tools to build workflows that keep prospects moving through a funnel—from initial sign-up to booked call to confirmation. Everything is prebuilt—you’ll just be connecting the pieces and configuring the logic.
You don’t need prior experience. This is a role that teaches you everything through execution. You’ll follow a proven system and walk away with a real skill set you can build on or even offer as a freelance service.
Connect form submissions to a CRM
Trigger automated email and text messages based on lead behavior
Schedule booking links and follow-up reminders for unbooked contacts
Apply tags based on user actions (clicked, ignored, booked, no-showed)
Set rules that guide leads through follow-up steps automatically
Clean up logic loops that could result in missed or repeated messages
Simulate the full lead journey and test every touchpoint
Fix issues like duplicate reminders, missing tags, or inactive links
Adjust message timing for better engagement
Complete a training module from the Follow-Up Challenge dashboard
Set up a new follow-up system that messages leads who don’t book after 24 hours
Test the system using a fake lead to ensure messages fire as expected
Review lead tagging and calendar integration
Prep a duplicate version for another use case with updated timing
You’ll be provided with complete training and templates. No formal education is required.
This role was created for beginners. If you can follow directions and enjoy solving small tech puzzles, you’ll thrive here.
Are curious about how online businesses stay organized and responsive
Prefer quiet, focused work over customer-facing tasks
Like to follow clear instructions and complete structured assignments
Learn how to manage contact logic, follow-up workflows, and calendar automation
Skills apply across coaching, real estate, marketing, consulting, and more
Finish training with a working system you can show, sell, or reuse
Fully online, with no shifts or time requirements
Self-paced training and task execution
Suitable for side hustles, career transitions, or first-time digital work
Access to the 5-day Client Follow-Up System Challenge
Templates for messages, logic flows, booking pages, and CRM tags
Peer support group to help you improve and troubleshoot
Will I be calling or messaging clients?
No. You’ll set up the systems that send messages automatically.
Do I have to write anything?
No. You’ll use prewritten templates and simply connect them using the tools provided.
Can I freelance this skill after training?
Yes. Follow-up system setup is one of the most requested services in the online business space.
When can I begin?
Immediately. Once you click “Learn More,” your training dashboard will unlock and you can begin your first system.
How long does training take?
5 days total, with about 1–2 hours of work each day. Self-paced.
Click the “Learn More” button to begin. You’ll get full access to the Client Follow-Up Challenge, plus the tools and templates needed to build your first system—no experience, degree, or tech knowledge required. Just log in and start building.
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