Keeping Up With Follow Ups - A Key To Success Made Easier

Everyone works, and manages their calendars, and activity lists, differently…  There is no, one, ‘right’ method.   Here’s how I manage my general follow-ups, “FUPS”, for customers and prospects.

… I think you’ll find this useful!

If I need to call someone or meet with someone at a specific day or time I’ll schedule a call or an appointment.  The follow-ups I am describing here are ones that don’t necessarily need to be done on a specific date or a specific time, but are scheduled so I remember to touch base with someone on the phone or by dropping them an email.

So here’s how I do that…

First, schedule a “Next Action” via Schedule | Next Action.  In the reference line use “FUP if Not Heard From”, adding that as a drop down makes this quicker.  In the date field, schedule it out for however many days, weeks, or months makes sense and put an ‘A’, ‘B’, ‘C’, etc. in the Time field which makes it a Priority.

After scheduling, these activities will be displayed in the ‘Untimed Activities’ section of the calendar.

These will tend to be your lower priority activities, as they don’t necessarily have to be done on a particular day.  To make sure they transfer over from week to week and don’t get forgotten we need to change our preferences.  Under Edit | Preferences (GoldMine Classic) or Tools | Options (GoldMine Premium) on the Calendar tab you’ll see an Auto-Roll-overs Section.

Check Next Actions so if you don’t get to a particular follow up one week, or one day, it’ll simply roll-over, or be scheduled for the next!