Follow-up cases

Follow-ups

Every “I’ll call you back” becomes a job with a name and a day on it, so a promise never depends on anyone’s memory.

What a follow-up is

On a call, someone says “I’ll call you back.” Then the day gets busy.

A follow-up is Leo writing that promise down, so it gets done: who said it, what they said, and the day it is due.

Said, then written down

One sentence on a call becomes a job with four parts.

On the call, Ryan says

“Saturday at ten works for me. Can you send me directions to the showroom?”

The highlighted words are what Leo used.

  1. The job

    Leo writes what needs doing from what was said.

  2. Who has it

    The person the call says will do it. Here, Callum took the call.

  3. The proof

    Ryan’s exact words, with the recording to play.

  4. The day

    Taken from what was said, so nobody has to remember it.

When it’s done

A callback closes itself. Everything else, a person closes.

A promise to call back

“Can you call me back on Thursday?”
Callum speaks to Ryan again
Closed by axleo

Anything else, like directions or a quote

“Can you send me directions?”
Callum sends them
Closed by Callum

FAQ

Questions about follow-ups

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