Create recurring reminders to keep in touch with your most important contacts.
Some relationships are more valuable than others! Stay on touch with important people by creating ongoing weekly, monthly, or quarterly reminders to reach out to your valuable customers or prospects.
How to use
- Find that individual company or person you want to keep in touch with.
- On that company or person page, click a plant to choose the frequency you would like to keep in touch with them.
Check your Dashboard, as you would daily, and use the follow-ups filter on your to do list to see all of your scheduled follow-ups. You can also edit or complete your follow-ups, just like a sales process step or task.
Follow up frequency
Users can choose three different recurring options to keep in touch:
- Remind me to follow up every three months
- Remind me to follow up every month
- Remind me to follow up every week
The larger the plant, the deeper the roots and the stronger your relationship!
Can I customize the frequency of a follow-up?
The frequency of a follow-up is not currently customizable.
Will keep in touch follow-ups sync to my calendar?
Keep in touch follow-ups will not sync to your calendar, as they are intended to prompt action directly within Nutshell as you complete your daily tasks.
What happens when I complete a keep in touch follow-up?
After you complete a follow-up, a new follow up to do will appear on your list for one full follow-up cycle. For example, if you have set weekly follow-ups with Jim Halpert, completing the follow-up prompts you with a new to do due in one week. If you have set monthly follow-ups, your to do list will get a new follow-up item set for one month from the day's date.
Can I change the frequency for keeping in touch?
Of course! If you choose a different plant, it will change the frequency. For example, if you go from 3 months to 1 week, and you set it three weeks ago, it will prompt you immediately to follow up.
I just set a follow-up frequency, and it prompted me to follow up right away. What gives?
If you have never contacted the person, or if you have not contacted them in a long time (longer than the frequency), Nutshell keep in touch will remind you to follow-up immediately. We do not want you to drop the ball! ;)
Can I cancel a follow-up?
Yep! Click the “x” to lose touch with a company or person.
Can I automate follow-ups as a part of my sales process?
Absolutely! Check out our article on managing your customers after the sale here.