Overdue
Meadow Dental (sample)
Introduced by Taylor Reed · Jamie Harper
Review the booking journey with Jamie
Last note Jamie would like a simpler booking journey. We agreed to walk through the enquiry form.
RJordanOpen & follow up
Friday, September 4 · Vancouver
+ Add relationshipThe team’s next conversations
Pick up where you left off, then leave a clear next step.
Start here
Overdue and due today, earliest first.
Due today
RJordanOpen & follow up
Due today
Northpoint Legal (sample)
Introduced by Casey Lane · Morgan Chen
Send two relevant project examples
Last note Casey introduced us to Morgan. A short discovery call is the next step.
DAlexOpen & follow up
Make a plan
These relationships need a next step or a date. A due item can also appear here.
Needs a date
RJordanOpen & follow up
Coming up
Future follow-ups, in date order.