How do you mange following up with clients / groups / leads in the distant future?
I am slowly bringing all my contacts over to Insightly. During this process I am trying to plan out my business / communication needs and ensure I am ready, long term, to be able to manage everything using Insightly.
Though Insightly makes many things rather easy, I am having a hard time putting together a plan on how I can find out people / organizations that I have not contacted in X months.
I was brainstorming a few things, but they all seem like a hack:
- I see that I can create a filter that would allow me to see contacts or organizations what were created within a certain date range, or updated within a range. But that update does not, 100% of the time, mean my last communication with them. It may simply be when I last updated them. Also, there is filtering by last time a note was added. But that means that I have to add notes when I do not need notes.
- I was thinking about creating a follow-up task for 6 months from now with the important people. It seems most logical. but that means that if I do talk with a customer/organization before the task is due, I need to remember to see if there is already a followup task and change the date.
- I was considering tagging customers and orgs with a special tag with the month that I should be following up. It is May now, so I tag a client with 'Follwup-2015-11'. Again, this just seems like a hack, and I'll need to change tags to other random tags when needed. It is not very sophisticated.
How do you mange following up with clients / groups / leads in the distant future, in a somewhat automated, fool-proof way?