The 30 day follow up cadence for MCA leads

Brokers who stop after two calls leave most of their deals on the table. A written cadence fixes that.

Days 1 to 3

• Day 1: call within minutes, voicemail, text if your process and consent allow, short email
• Day 2: two calls at different times of day
• Day 3: call and a short email with one clear ask

Days 4 to 10

Call every other day and change the time. Keep messages short: your name, why you are calling, and the next step.

Days 11 to 30

Move to weekly touches. Share something useful, like what documents a funder usually asks for, instead of "just checking in."

When they say not now

Ask when. Put the date in your CRM and call on that day. A merchant who said "next month" is one of your warmest leads next month.

Automate the boring parts

Use your CRM to schedule tasks and send templated emails, so reps spend their time on calls. BrokerSeat delivers leads by webhook so your cadence can start the second a lead lands. For aged leads, stretch the cadence and soften the opener; see live vs aged MCA leads.