How to Use TODD as Your Go-To Follow-Up Tool

How to Use TODD as Your Go-To Follow-Up Tool

Keeping up with follow-ups can feel like juggling too many balls at once. That's where TODD comes in. Think of it as your personal assistant, always keeping an eye on your contacts and nudging you at the right time. Whether you're trying to close a deal, reconnect with an old lead, or just keep relationships warm, TODD's follow-up feature has your back.

Here's howTODDsimplifies follow-ups and helps you stay on top of your relationships without breaking a sweat.

How Do You Stay on Top of Follow-Ups?

You stay on top of follow-ups by keeping every contact, note, and next step in one place, then using reminders that tell you exactly who to reach out to and why. The goal is simple: no lead stalls out because you forgot a detail or lost track of the last conversation.

What Is TODD and Why It's a Great Follow-Up Tool?

TODD is more than a contact manager—it's a tool designed to make your life easier by doing the repetitive work for you. When it comes to follow-ups, TODD doesn't just remind you; it also provides context, so you know exactly why you're reaching out.

For example, let's say you had a conversation with a client last month. TODD remembers the details, organizes them, and lets you know when it's time to touch base again.

Step-by-Step: Using TODD to Manage Follow-Ups

Step 1: Add Your Contacts

The first step is loading your contacts into TODD. You can import them from your email, upload a spreadsheet, or enter them manually. TODD organizes everything neatly, so you don't have to hunt for information later.

Step 2: Set Follow-Up Reminders

Once your contacts are in TODD, you can set follow-up reminders. Here's how:

1. Pick a Contact: Select the person you want to follow up with.
2. Set a Date and Time: Choose when you want TODD to remind you.
3. Add Notes: Include details about what you want to discuss, so you're always prepared.

Step 3: Let TODD Work Its Magic

TODD tracks your reminders and sends you alerts when it's time to follow up. These reminders pop up in your dashboard or can be emailed to you, ensuring you never miss an opportunity.

Step 4: Use Contextual Data for Better Conversations

TODD doesn't just remind you—it provides helpful context. Before you make the call or send the email, TODD shows you:

• The last time you contacted the person.
• Any notes or updates from past conversations.
• Their current status, like “active lead” or “long-term client.”

Step 5: Automate Follow-Ups for Repetitive Tasks

For routine follow-ups, TODD allows you to set up automation. For example, if you need to send a monthly email to a group of clients, TODD can handle that for you. Simply create a template, set the schedule, and let TODD do the rest.

Why TODD Stands Out as a Follow-Up Tool

1. Smart Suggestions

TODD analyzes your contact data and suggests follow-ups based on activity. For instance, if a lead hasn't replied in two weeks, TODD will recommend reaching out again.

2. Real-Time Updates

Whenever you add new notes or data, TODD updates your follow-up reminders. It adapts to changes, so your plan always feels fresh and relevant.

3. Data Reconfiguration

Have messy contact info? TODD cleans it up for you, putting data in the right fields and fixing errors. This feature ensures you always have the right phone number, email, or address on file.

4. Seamless Integration

TODD connects with your email, calendar, and other tools. This way, follow-ups fit seamlessly into your existing workflow.

Use Cases: How Businesses Use TODD for Follow-Ups

Sales Teams

Sales reps use TODD to follow up with leads and close deals faster. The reminders keep the team on track, and the contextual data ensures every conversation is meaningful.

Customer Service

TODD helps customer service teams follow up with clients after resolving an issue. These timely check-ins boost customer satisfaction and loyalty.

Freelancers and Consultants

For freelancers juggling multiple clients, TODD acts as a safety net. It ensures no project or client slips through the cracks, helping build long-term relationships.

How TODD Helps You Save Time

Traditional follow-up methods involve sticky notes, spreadsheets, or relying on your memory. TODD eliminates these inefficiencies by centralizing everything in one place. You spend less time organizing and more time connecting with people.

With features like automation and smart suggestions, TODD doesn't just save you time—it helps you work smarter.

Pro Tips for Getting the Most Out of TODD

• Customize Your Reminders: Tailor them to your specific workflow. For example, set weekly check-ins with top clients and monthly follow-ups for long-term leads.
• Leverage Templates: Use TODD's email templates for common follow-ups, like “Just Checking In” or “Thanks for Your Time.”
• Stay Consistent: Make it a habit to review your dashboard daily. This ensures you never miss a follow-up.

FAQs

Q: Can TODD handle bulk follow-ups?

A: Yes! TODD allows you to group contacts and set reminders for them all at once, saving you even more time.

Q: What happens if I miss a reminder?

A: TODD keeps track of missed reminders and shows them in your dashboard, so you can catch up easily.

Q: Is TODD suitable for small businesses?

A: Absolutely! Whether you're a solo entrepreneur or part of a larger team, TODD scales to fit your needs.

Conclusion

TODD is more than just a follow-up tool—it's a reliable partner in managing your contacts and staying on top of your relationships. With its smart reminders, contextual insights, and automation features, TODD makes follow-ups effortless.

Ready to try TODD for yourself? Take the first step toward simplifying your follow-up game today!

If you want TODD to do the follow-up heavy lifting for you, try TODD as a Business Momentum System and let it turn your contacts and notes into the next moves that keep work moving.