You don’t need a complex pipeline — just a consistent rhythm.
1. Create follow‑up intervals
Examples:
- New leads → follow up in 2 days
- Warm leads → follow up weekly
- Clients → follow up monthly
- Networking → follow up every 60–90 days
2. Add follow‑ups immediately
Don’t wait — set reminders as soon as you finish an interaction.
3. Mark follow‑ups complete
This keeps your list clean and logs the activity in history.
4. Review your follow‑ups daily
This becomes your simple workflow engine.