Free Tool
Follow-Up Cadence Planner
Relationships go cold quietly. Group your contacts, decide how often each group deserves a touch, and see the honest math: how many follow-ups per week keeps every relationship warm. No signup, nothing stored.
Your relationship groups
Group
# of contacts
Touch every (weeks)
15 min
Your weekly plan
28
follow-ups per week to stay on cadence
6.9 hrs
estimated weekly time investment
Active clients~13 touches/week
Warm prospects~10 touches/week
Past clients / dormant~5 touches/week
Manageable — the hard part is consistency. A CRM with follow-up dates makes sure nothing slips.
Turning a plan into a habit
The plan above is the easy part — the hard part is remembering who's due this week, six months from now, after the spreadsheet has gone stale. That's what follow-up dates in a CRM are for: log an interaction, set the next touch, and let the system surface who's due. ASAI Engage for business teams does exactly this, with a dashboard of overdue and upcoming follow-ups.
Want to estimate the dollar value of tighter tracking? Try the CRM ROI calculator.