Keep the promise from your last conversation
Record a short note after a call or reply: the question asked, the information promised, and the agreed next step. Specific notes help the next person continue the conversation with context.
Give each next step a date
Use the follow-up date on a lead to plan the next conversation. Review overdue and upcoming follow-ups from the dashboard, then open a lead to see the details before contacting them.
Nurture with relevance
Follow-up tracking supports your nurture process. A useful message might answer a question, share a requested document, or check whether the timing has changed. Decide the message and channel based on the conversation; scheduling a date does not automatically send a campaign.
A simple daily routine
Review overdue leads first. Check new enquiries that have not been contacted. Update notes after each conversation and set the next date only when another follow-up is appropriate. Use the free checklist in Resources to make this repeatable.