New Ways to Reflect and Follow Up

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A couple of years ago, I shared my daily goals worksheet on my personal blog. While the daily goals worksheet helps to keep you on task each day, it’s also important to reflect and return to the items you have crossed off your list.

Here are a few ideas to help you keep track and to remember to follow up.

Your Calendar

We are all obsessed (at least I am) with keeping up with our calendars. I use mine to book meetings, coffees, events, speaking engagements, and family stuff. What I have started to do is return to it each Friday to review who I met with that week. I then start a follow-up list, so I can remember how I should follow up. Do I need to send a proposal? Do I need to make an introduction for someone to another person in my network?

Sent Box and Messages

On Fridays, I check my email sent box. Who did I write to this week? How should I follow up? I also make it a habit of reviewing my Twitter direct messages, LinkedIn mail, Facebook chats, and my regular voice mail and text messages. Who did I communicate with? Are there any next steps I forgot to do?

Daily Goals Review

Each Friday, I review my Daily Goals. It feels wonderful to scratch items off the list as I complete them through the week, but some items lead to new things to add to my agenda. Don’t recycle your completed goals documents. Instead, review them and keep them in monthly folders.

I also use Baydin’s Boomerang in my Gmail. This is a free service to make emails return to my inbox at later dates. For example, if I email you a proposal, I will set it to return to my inbox in one week if I have not heard back from you yet. This helps me keep organized and feeling (somewhat) sane. I also swear by Contactually as my main CRM. I'm an affiliate of Contactually, so I earn a commission if you decide to buy it. You can try it for free at the link above.

These are a few ways I keep up with my work each week. It is easy to do the work and to move on to the next thing. We need to take the time to reflect on our week. Ask yourself how you wasted time and consider your accomplishments too. Never forget to follow up, that’s a crucial part of business networking.

More on following up here.