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How to Keep Up with Client Follow-Ups

Deals rarely die from rejection — they die from silence. The estimate you never chased, the client you meant to call back, the renewal nobody mentioned. A dead-simple reminder list, checked daily, catches all of it. This guide sets up follow-ups with due dates, where today and overdue shout for attention.

Step by step

1. Open Follow-Up Reminders and add one for every open loop: client, what you owe them, due date.
2. Start each day with the list: today's follow-ups first, overdue in red right behind.
3. Mark items done as you complete them — the shrinking list is the reward.
4. When a follow-up creates another follow-up, add it immediately with its new date.
5. Review weekly: anything overdue twice gets a decision — chase, or consciously close it.

Tips for better results

• Write the action, not the topic: 'Send revised quote to Patel' works; 'Patel' does not.
• Set the date for when you will ACT, not when it is due — build in your own lead time.
• Two minutes at day-start is the whole system. The tool is simple because the habit is the product.

Frequently asked questions