The type of process I use depends on the type of client. With any new prospect, I have a standard email and text I will send to schedule an initial phone call and then a consultation. If that person becomes an in-person client, I like to keep track of things manually rather than use a CRM system. I think this allows me to add a more personal touch especially as I already spend so much one-on-one time with my in-person clients. One of the things I have found to really make a difference is keeping birthdays on my calendar. Clients are always pleasantly surprised to receive a phone call (not a text) on their birthday and I have found it really makes a difference. With my online clients, my system is a little more automated, but I still keep track of follow ups like phone call check-ins, video sessions, and birthdays manually on my calendar.