Follow‑ups are your lightweight workflow system.
1. Set reminders for every important interaction
Examples:
- “Call Sarah next Tuesday”
- “Send proposal on Friday”
- “Check in with Mike in 30 days”
2. Use follow‑ups to manage relationships
Great for:
- Clients
- Leads
- Networking
- Projects
- Personal contacts
3. Combine follow‑ups with notes
Example:
- Note: “John wants pricing next week.”
- Follow‑up: “Send pricing on Monday.”
4. Review your follow‑ups daily
A quick daily check keeps you on track.