A simple daily routine keeps your relationships active without overwhelming you.
1. Check your Follow‑Ups (1 minute)
Open the Follow‑Ups page and review:
- What’s due today
- Anything overdue
- Anything coming up soon
2. Add quick notes (2 minutes)
For any recent interactions:
- Calls
- Emails
- Meetings
- Messages
Add a short note to keep your history accurate.
3. Update tags or statuses (1 minute)
If anything changed:
- Add or remove a tag
- Update the contact’s status
- Mark follow‑ups complete
4. Add new follow‑ups (1 minute)
If someone needs a future check‑in, set a reminder.
That’s it — 5 minutes a day keeps your CRM alive.