Tracking Follow-Ups (Without Losing Your Mind) #

It’s easy to lose track of where you’re at with multiple conversations.

That’s where tools and systems come in:

• Chat Hygiene: Clean up and maintain your inbox.
• Set Reminders or Filter Stage: Use your CRM, LinkedIn tools, pipeline stages, tags or filters to track follow-ups.
• Keep Notes: Add important notes and what you’ve already shared. This helps you follow-up faster.

In Part 2: The Sell-By-Chat Implementation Guide we'll go into more detail around structuring your process and systems to better manage follow-ups.