Never lose track of important connections again.

You know that sinking feeling when you realize you forgot to follow up with someone important? The investor who asked for an update. The potential partner you promised to email. The mentor you said you'd check in with. The friend you wanted to check up on.

This simple system helps you track every follow-up that matters — professional and personal — so opportunities and relationships don't slip through the cracks.

📖 Using This Template

⚡ Quick Start

1. Add your first follow-up - Scroll down and click "+ New" in the table below
2. Fill in the details:
   • Contact name
   • When you need to follow up
   • Status (Need to Reach Out / Reached Out / Done)
   • Priority (🔴 High, 🟡 Medium, 🟢 Low)
   • Context - write WHY you're following up so future-you remembers
3. Check your views regularly:
   • ⚠️ Overdue - People you should have already followed up with (check daily)
   • 📅 This Week - Your follow-up action list (check weekly)
   • 📝 Action Needed - Everyone waiting for your outreach

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Pro tip: Turn on Notion notifications for this page so you get reminders when follow-ups are coming up. (Settings → Notifications → Turn on for this page)

You should also add this page to your Favourites (star icon at the top) so it stays pinned to your sidebar

</aside>

⬇️ Your follow-up tracker is below. Delete the example entries and add your own to get started!

Follow-Ups

💼 Pro Tips

For Recurring Relationships: Set up quarterly or monthly check-ins with mentors, advisors, and key relationships. When you follow up, immediately set the next follow-up date (e.g., 3 months out).

From Meetings: After every meeting, ask yourself "do I need to follow up with anyone?" If yes, add them immediately while the context is fresh.

For High-Stakes Follow-Ups: If it's really important (investor, major client, etc.), set the follow-up date a day or two earlier than the actual deadline. Gives you buffer time.

Professional vs. Personal

Don't feel guilty about tracking personal relationships here too. The people who matter most shouldn't be the ones you accidentally neglect. If calling your mom matters to you, put it in the system.

When People Don't Respond