A follow-up routine for founders and consultants who hate CRM admin

You had a good call. You meant to send a note the next day. Then a client needed you, and the lead went quiet because you did.

Most missed follow-ups are not a lack of care. They are a lack of a routine that survives a busy week.

Write down who is waiting on whom

For every open conversation, you only need three facts: who it is, what was said last, and who owes the next move. A plain list that you can read in one minute beats a system with twenty fields you never fill in.

Follow up the same day

Within a day of a call, send a short message that does three things: thanks them for something specific, repeats what you agreed, and names the next step with a date. It takes two minutes while you remember the call, and an hour a week later.

Give every follow-up something new

"Just checking in" gives the other person nothing to answer. Send something useful instead: an answer to a question they raised, a relevant example, or a clear choice between two options.

Set the next date before you close the message

Every conversation should end with a date for the next contact. If they haven't replied by then, follow up once more, differently. If you still hear nothing, close the loop politely and move on.

Review the list once a week

Pick a fixed time. For each lead, ask: is the next step clear, and is the date in the past? Anything overdue gets a message today. Anything dead gets removed so the list stays honest.

Write the way you talk

People can tell a templated message. Keep your own phrases, your own length, and the words you'd use in person.

Where Sequa will fit

Sequa will capture every conversation, score each lead, draft the next follow-up in your voice for you to approve, and show who is ready to buy. Sequa isn't built yet; join the early-access list to be invited as places open.