Client Follow-Up
The difference between a thriving freelance business and a struggling one usually comes down to follow-up. But when you're juggling 20+ clients, remembering who you promised to "circle back with next week" is nearly impossible. Client Follow-Up tracks every client interaction, reminds you when it's time to reach out, and can even draft personalized follow-up emails that sound like you wrote them yourself.
What It Does
- Tracks all client interactions across email and calendar, building a timeline for each relationship
- Sends or drafts personalized follow-up messages at intervals you set — after proposals, meetings, project completions, or just periodic check-ins
- Gives you a daily "who needs attention" view so no relationship goes cold
How It Works
- Connect your email and import your client list (or let the agent build one from your inbox).
- Set follow-up rules: how soon after a meeting, how often for existing clients, when to nudge dormant relationships.
- Review the daily follow-up queue — approve, edit, or let auto-send handle it.
Works With
- Gmail, Outlook
- Google Contacts, Calendly
- Slack, LinkedIn
- Notion
Example Usage
DAILY FOLLOW-UP QUEUE — Tuesday, March 11
HIGH PRIORITY (respond today):
Sarah Chen — Sent proposal 5 days ago, no response
Draft: "Hi Sarah, just checking in on the proposal I sent
last week. Happy to jump on a quick call if you have
questions. No rush — just want to make sure it didn't
get buried!"
[ Send now ] [ Edit ] [ Snooze 2 days ]
Mike Torres — Meeting was yesterday, promised deliverable
Draft: "Great talking yesterday, Mike. As discussed, I'll
have the wireframes over by Thursday. Quick question on
the mobile breakpoints — do you have brand guidelines
for the responsive layouts?"
[ Send now ] [ Edit ] [ Snooze 1 day ]
ROUTINE CHECK-INS (this week):
Jennifer Walsh — Last contact: 28 days ago (monthly client)
Robert Kim — Project completed 2 weeks ago (satisfaction check-in)
Amanda Price — Referred you in January (thank-you follow-up overdue)
PIPELINE SUMMARY:
Active conversations: 12
Awaiting response: 4
Due for check-in: 3
At risk (no contact 30+ days): 1