Follow-up tasks
No lead
quietly bleeds out.
Call, email, viewing or document — with priority, deadline and an owner. Everything open sits in one list the whole office sees. Whatever lingers too long stands out immediately.
How it works
A lead without a task is a lead going cold.
The problem is rarely that the client walks away. The problem is that nobody recorded the moment something had to go back. A follow-up task makes that moment explicit and visible.
- Four types: call, email, viewing and document
- Priority high, normal or low
- A deadline per task, open tasks sorted first
- Assign to yourself or to a colleague
- Linked directly to the file it belongs to
One list for the whole office
Open tasks across all files in a single overview. What is left undone stands out — even if the person who created it is away.
Recorded at the right moment
You create the task during or straight after the conversation, while you still remember what was agreed.
Visible in the summary
Outstanding tasks are included in the file summary, so the recommended next step follows on from them.
Completed is information too
Completed tasks stay attached to the file, so you can see afterwards what has already been done.
Get started
See what would be open at your office.
Thirty minutes, no obligation. We walk through what follow-up looks like at your own lead volume.