Weekend Power Deposit: Build Your Follow-Up Tracker

This weekend, build a tiny follow-up tracker.

Tiny.

That word is doing important work here.

Do not build a giant CRM if you will not use it.

Do not spend the weekend testing software instead of fixing the actual problem.

You need a simple place to track who needs a reply.

This can be:

A notebook page.
A spreadsheet.
A Google Sheet.
A notes app.
A Trello board.
A whiteboard.
A CRM, if you already use one.
A folder in your email called “Follow Up.”

Use whatever you will actually check.

Here are the columns or headings you need:

Name
Contact Info
What They Asked About
Date They Contacted You
Last Reply Sent
Next Follow-Up Date
Status

Statuses can be simple:

New
Replied
Follow-Up Needed
Quote Sent
Closed
Booked
Not a Fit

Do not overthink this.

The purpose is not to create a museum of possible customers.

The purpose is to stop letting leads vanish because you forgot where the conversation was.

Here is a sample:

Name: Sarah
Asked About: Weekly errand help
Date Contacted: June 8
Last Reply Sent: June 8
Next Follow-Up Date: June 10
Status: Follow-Up Needed

That is enough.

This tracker gives you a place to look.

That alone reduces stress.

Because now follow-up is not floating around in your head banging pots together.

It has a home.

Weekend Power Deposit:
Create a simple follow-up tracker and add any current open leads to it.

Prompt:
Where can I keep follow-up visible so good leads do not get lost?