The reason for the conversation
A short subject helps you distinguish a proposal, delivery question or service review.
A reminder starts with an interaction
In My Contacts Cloud, you add a follow-up reminder to an interaction with a contact. Record what happened, choose the pending action and set a reminder date. The reminders list brings these actions together so you can plan what to do next.
From a client request to the next action
Record the conversation
Alex Morgan at Example Studio asks for a proposal. Open the contact and add an interaction with the date, type, subject and relevant notes.
Capture the outcome
Record what was agreed and the information you still need. Use the stage and outcome fields to describe that interaction.
Choose the pending action
Choose a specific action, such as Send proposal. Add enough detail for you or a colleague to pick up the work without having to reconstruct the conversation.
Set the reminder
Set the date for the next action. You can then review it in the reminders list alongside your other follow-ups.
Close the loop
After sending the proposal, add a new interaction with the result. Update the next action and reminder, or remove the reminder if no further action is needed.
What makes a useful follow-up record?
The agreed result
Record decisions and commitments rather than a transcript of everything that was said.
A specific next action
Write what needs to happen next, such as Call to confirm delivery or Send revised scope.
A clear reminder date
Set the date that fits the agreement. A note without a next action or date is easier to overlook.
Build a short daily review into your work
Review reminders and upcoming meetings, then read the latest interaction before calling or writing. In a shared workspace, agree who will handle each next action and leave clear notes for colleagues.
Keep documents in the relevant contact or event document area. Reserve a calendar slot if the work needs a set time, and record the outcome afterwards.
Use a worksheet to prepare your follow-up
The free client follow-up worksheet includes fields for the contact, person responsible, planned date, priority and status. It works independently of the CRM and contains fictional examples, with no automatic alerts. It does not import interactions or reminders into the CRM.
Watch the follow-up and reminders tutorial · English · 04:02
Frequently asked questions
Where do I add a follow-up reminder?
Add it to an interaction with the contact, together with the pending action and relevant notes.
Is a reminder the same as a calendar event?
No. A calendar event reserves time for scheduled work. A reminder sets a date for the next action in an interaction.
What should I record after a call?
Record the subject, relevant notes, the outcome and any next action. Add a reminder date if that action needs follow-up.
Does setting a reminder automatically send an email or push notification?
This workflow adds a dated action to the reminders list. Do not rely on it as an automatic email or push notification.
Can a colleague continue the follow-up?
In a shared workspace, colleagues can review the contact’s information and history. Agree who will take the next action and leave clear notes.
Can I import follow-up actions from the free CSV?
No. The CSV is an independent worksheet. Create the interactions and reminders in the app.
Try it with your own contacts
Try My Contacts Cloud for 10 days with all features included. No credit card required.