TouchingBase makes it easy to keep in touch with the people you’ve tagged for follow up. But what about people you’ve forgotten to label? You can be the most diligent person but there can still be times you forget to label someone for follow up. There are many things that happen during the work day that could make you lose your train of thought.
Even if we’re diligent about using a follow up system, some people will slip through the cracks. We’re human and that’s why we need systems to help us out. At TouchingBase we realise you may forget to label an important person for follow up. That’s why every week we send you a Suggestions email that provides you with a personalized list of people that are of interest to you.
Here is an example:
In the email you receive 1) a short blurb about your follow up stats for the past week. If you’re interested in tracking your progress with follow ups, you can use this as motivation or a way to know if you’re achieving your goals.
2) The Last week section provides you with a list of all email threads from the past week which haven’t received a reply from the other person and you haven’t labeled them for follow up. You probably don’t need to follow up with everyone from these threads – after all, there’s a lot of email sent that doesn’t need a reply. If you’re doing sales or outreach, however, this list could give you a good reminder that maybe there is someone who you are waiting for a reply from. You can easily set a follow up label on the thread right from your email by clicking on the time interval you’d like to set them under. The labels presented are the same ones you have available in your Gmail account.
In the 3) People section, you’ll get a list of 5-10 people who you haven’t marked for follow up but our algorithms have identified as being possibly interesting. You can see from the example that this person is Aaron. On the far right you can see that it’s been 10 months + 1 week since I was last in touch with him on Aug. 26, 2016. You also have his email address and the subject line of the last correspondence (identified here as Re:). Since it’s been a while with no contact, the subject line can be used to help jog your memory as to what you talked about. The subject line is a link. If you click on it, it will open up your Gmail account to that last conversation so you can read through it to get a better understanding of what you talked about.
The vertical bar is our email analysis heatmap:The bar represents one year of time broken up into 2 week segments. The grey sections mean there was no communication during that time. The green sections represent communication with darken greens representing more communication and lighter greens representing less communication.
From this example you can see that since my last contact with Aaron was over 10 months ago, the green sections are to the far left of the heatmap. It looks like I was in touch with Aaron over a period of around a couple months and there was a time in the middle that had more communication. This could have been a discussion or trying to schedule something. You can see after the period with more communication there was a break and then a lighter discussion. This could represent a waiting period and then final communication to wrap up the topic we were talking about.
If you’re using TouchingBase for sales and relationship building, the heatmap can give you insight into how your communication works and you can try to identify patterns to help you in the future.
In my experience, around the 6-9 month mark is where someone starts to slip out of my memory. Our algorithm uses this as a guideline to suggest relevant people to you when it’s the right amount of time for a possible check-in email.
You’ll receive the email once a week but if it’s too frequent you can change the settings by replying to it and letting us know that you’d like to update it.
By looking over our Weekly Suggestions Email you’ll be able to make sure you’ve followed up with everyone recently and you’ll also be reminded about contacts from the past with whom it might be a good idea to reach out to again to make sure you stay on their radar.