Blog - Our favourite system for following up with clients

When creating a follow up plan, there are two super important things to optimize in order to:

➡️ get organized

➡️ save you time

➡️ save you stress

The first one is: CLIENT MANAGEMENT

Being organized begins with having ONE location where you store ALL your information. This way, you don't need to do back and forth between your notes, your google doc, your downline etc. It is important to consolidate your task list and Client Management in one place to save time.

My recommendation to do this, is to use a preferred program such as ClickUp, Asana, Monday.com or even just a Google Sheet where you have established a clear hierarchy of tasks.

Begin by listing all your clients, then marking them as "followed up" "in progress" or "need to do" by colour coordinating them or adding them to different statuses (depending on your program). Then, have a list with the date you last followed up with them.

MOST IMPORTANTLY: take this folder/sheet/program etc and Favourite / Star / Pin / whatever you need to do to have this link in a very accessible place so that you don't need to log in or find this document every time. For example, in Google Sheets, add this to your bookmarks on your Safari or Chrome for easy access.

The second one is: AUTOMATIONS

Now that you have established your go-to client tracker, it's time to optimize your follow ups themselves. Begin by writing out, or consolidating all your follow up materials / emails etc and saving them in one place (bonus: link this to your Client Management document!). Now that you have the pieces you need, let's set them up so that they are easy to access and ready-to go.

My favourite hack for this, is setting up gmail templates. Did you know that you can edit your gmail settings so that you have all your canned (re-used) emails ready to go in the click of a button? Click on the link below to view my recent reel on how to set up email templates in Gmail!