Every follow-up has a name and a date next to it.

Give every follow-up a teammate, a due date and a note. Whoever is on the desk next knows what was promised.

Promises made at the desk leave with the shift.

When the person who promised a call-back is off tomorrow, the promise goes home with them.

Create it where you are

Press Follow up on a member in Renewals, or add one from a lead’s or member’s record.
Fill in what matters

Choose the reason, set the follow-up and its due date, assign a teammate and add a note if it helps.
Work the list

Open follow-ups are listed by due date, so the overdue ones are in view, not buried.
Close it

Mark it complete once it is handled, so the record shows what happened.

The promise stays at the desk when the person goes home.

A call-back promised at noon

The morning shift creates the follow-up and assigns it to the evening teammate, with a due date and a note. It is on their list when they arrive.
Someone is off sick

Their open follow-ups are still on the list. Filter by teammate to see what was waiting on them and pick it up.
Start of the day

Overdue, Today and Upcoming show what is late, what is due and what is coming, so the late ones get done first.
A member asks what was agreed

The note says what was promised, and completed follow-ups stay on the record, so nobody has to guess.

Fields: Reason, Follow-up, Due date, Assign to, Note (optional)
For: New enquiries (leads) and members
Ownership: Each follow-up is assigned to one teammate
Where: Renewals, lead records and member records
Filters: Overdue, Today and Upcoming; by teammate or unassigned; search by name or phone
Included in: Every plan

Four rules that keep promises from getting lost.

One name on every promise

If two people own a call-back, neither makes it. Put one name on each follow-up, even if someone else ends up making the call.
A date, not “soon”

“Call next week” becomes a day. If the member asked to be called at a certain time, put it in the note.
Write the note for someone who wasn’t there

“Wants the quarterly plan, asked about a couple’s price, call after 6” saves the member from explaining it all again.
Clear what is late first

Each morning, deal with the overdue follow-ups before today’s. An overdue follow-up is a member who has been waiting.

Can I assign follow-ups to front-desk staff?

Yes. Assign to lists your teammates, and each follow-up shows who owns it.

Does it work for new enquiries as well as renewals?

Yes. Leads and members both get follow-ups with an owner, a due date and a next action.

What happens to an overdue follow-up?

It stays on the list until someone completes it, so it can’t silently disappear.

Can I see only my own follow-ups?

Yes. Filter by teammate, including just your own, or show the ones nobody has been given yet.

Can I search follow-ups?

Yes, by the member’s or the enquiry’s name or phone number.

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