Saturday, July 12, 2008

Follow up emails

As a budding entrepreneur, I email out a lot of people who I need to follow up with in order to make something happen. I have to be dead persistent. They don't come to me.

When I send emails out though, it's very difficult to track my past contact with someone and when I need to get in touch again in the future and contingent on xyz happening.

Now I'm getting into CRM territory and things like SalesForce or other things. I don't intend to go so far. Let's stick with this niche of follow up emails for the average person who's not going to use SalesForce.

Solution: Via GMail, when I send an email, just as much as I can forward something or add an event to my calendar, I should be able to hit 'Follow Up' and integrate a time/date to send a follow up email to someone via my GCal. Then when the time comes, an 'email compose' window or the previous conversation (whatever I choose at the time) shows up and I can follow up quickly and easily. When I make the 'follow up' event, I can enter notes also to remember what needs to be achieved or remembered in this follow up email.

Just the basic idea. A lot of potential to build this out.

1 comment:

Unknown said...

Not sure if you actually found something to implement your solution, but I've made heavy use of Remember the Milk (RTM) in the past, before I switched to Outlook + Xobni + Plaxo for everything. They released a pretty sweet Firefox extension that does allow you to link e-mails to tasks from the GMail interface itself.

http://blog.rememberthemilk.com/2007/12/rtm-gmail-task-management-goodness.html

Check it out.

DM