How to Catch Up on Your Client Follow-Ups in Workspace369
How to catch up on your client follow-ups in Workspace369. Open Clients, then Follow-ups: it lists the clients who need you today, with the reason and when it's due. Owner: Me shows your own; switch to Everyone to see the whole team's. Filter by type, like a late payment, a proposal waiting to be signed, a reply you owe, a check-in or a visit on the calendar. Click a client to see their next follow-up and why, then click Draft email: it writes the message for you from their notes and upcoming visits. Make it shorter or warmer, or switch to a text or call notes, and send it now or at the suggested time. Back in the list, snooze a follow-up for a day, three days or a week, or tick it off when it's done.
What you'll learn
- Where to find Follow-ups, under Clients, and what the list shows: the clients who need you today, the reason and when it's due
- How to switch the owner from Me to Everyone to see the whole team's follow-ups
- How to filter by type, like a late payment, a proposal waiting to be signed, a reply you owe, a check-in or a visit on the calendar
- How to open a client's next follow-up, see why it's due, and click Draft email to get a message written from their notes and upcoming visits
- How to make the draft shorter or warmer, or switch to a text or call notes, then send it now or at the suggested time
- How to snooze a follow-up for a day, three days or a week, or mark it done
Common questions
Where do I find my follow-ups in Workspace369?
Open Clients, then Follow-ups. It lists the clients who need you today, with the reason and when it's due. With the owner set to Me, you see your own; switch it to Everyone to see the whole team's.
What kinds of follow-ups can I filter by?
Filter the list by type: Chase payment, Chase proposal, Reply owed, Onboarding step, Check-in, Renewal and Scheduled. The video names a late payment, a proposal waiting to be signed, a reply you owe, a check-in and a visit on the calendar.
How do I draft a follow-up email?
Click a client to see their next follow-up and why. Then click Draft email: AI writes the message for you, with a subject and a body, from their notes and upcoming visits. Make it shorter or warmer, or switch to a text or call notes.
Do I review the draft before it's sent?
Yes. Draft email only writes the draft. Nothing goes out until you click Send: send it now, or at the suggested time that the button shows.
How do I snooze a follow-up or mark it done?
Back in the list, snooze a follow-up for a day, three days or a week, or pick a date. When it's done, tick it off with Mark done.
Full transcript
Welcome back. In this video, we'll catch up on your follow-ups, so every client hears from you on time.
Open Clients, then Follow-ups. It lists the clients who need you today, with the reason, and when it's due. This shows your own. Switch the owner to Everyone to see the whole team's. Filter by type: a late payment, a proposal waiting to be signed, a reply you owe, a check-in, or a visit on the calendar.
Click a client to see their next follow-up, and why. Then click Draft email. It writes the message for you, from their notes and upcoming visits. Make it shorter or warmer, or switch to a text or call notes. Send it now, or at the suggested time.
Back in the list, snooze a follow-up for a day, three days or a week. Or tick it off when it's done. And that's your follow-ups. You'll find every tutorial in our playlist.
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