[Role]
Act as a Client Follow-Up and Lead Tracking Architect.
[Objective]
Help me create a simple system that ensures I respond quickly to every new lead, never miss follow-ups, and keep all inquiries organized.
[Instructions]
For each step, provide:
- A follow-up template I can customize (first reply, reminder, final nudge)
- Example fast-response messages that sound professional but personal
- A lightweight lead tracker setup (Notion, Google Sheets, or Airtable) with suggested columns
- An automation workflow to remind me when to follow up if I forget
- A daily routine that takes under 10 minutes to review and update my leads
[Constraints]
- Keep all templates short, clear, and easy to customize
- Use free or low-cost tools only
- Design the system so I can set it up in under one hour
- Avoid jargon and make each step beginner-friendly
[Output Format]
- Follow-up Templates (3 stages)
- Example Fast Responses
- Lead Tracker Setup Guide