User Story: Charlie – Construction Project Manager

It’s now second nature to include a FUT in the BCC line of emails, and fully move on to my next task without having to remember to follow up…It gives me back mental energy for the task at hand. – Charlie Fehrman

This week we are happy to post an interview we did with Charlie Fehrman, a project manager with Midwest Remediation. Charlie uses FollowUpThen to coordinate the actions of insurance companies, repair technicians and property owners to restore homes and buildings that have been impacted by water or fire damage. Read on to see how he uses FollowUpThen to coordinate all of the moving parts necessary to fixing homes and making happy customers.

Charlie Fehrman: Construction Project Manager

Charlie Fehrman with his wife, Debi –  also a FollowUpThen user!

How do you (or your employees) use FollowUpThen in your business?
As a Project Manager for a remediation/restoration company I get a full plate every day. There are customer calls, insurance submissions, and vendor quotes to send/manage. FollowUpThen makes this manageable and takes the stress of “remembering” off my plate. I can just send an email and BCC FUT to “remember” for me in 2 or 3 days, or use a recurring followup to keep reminding myself of an important action. It’s now second nature to include a FUT in the BCC line of emails, and fully move on to my next task without having to remember to follow up.

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User Story: Julie – Author, Speaker, Executive Coach

FollowUpThen helps me clear our my mental space to focus on important projects while capturing other important and creative ideas. – Julie Cohen

This post marks the beginning of a new theme for our followup.expert blog: user stories. FollowUpThen is such a flexible system, and there are so many ways to use it. Rather than hearing tips from us (software nerds), we thought it would be more productive to ask our users to share tips with each other. (If you’d like to share your story, get in touch! We’d love to hear from you.)

Julie Cohen Photo

Julie Cohen
Author. Speaker. Executive Coach.

For our first interview, I had the pleasure of connecting up with Julie Cohen, a successful business owner, author, speaker and executive coach to ask her about how she uses FollowUpThen.

As with many of our users, Julie finds FollowUpThen to be a better tool that to-do lists in many circumstances. For those of us that spend much of our day in our email inboxes, this makes a lot of sense – with autocomplete, a quick reminder is, after all, only a few seconds away.

Read on to see how Julie uses FollowUpThen to make sure ideas don’t slip through the cracks, manage an expanding business and stay on top of her email.

How do you use FollowUpThen?
I recently launched a new part of my business – a year-long leadership development program that has a million moving parts. FollowUpThen allows me to make sure I don’t miss a detail, and keep on top of everything else that goes through my head. Continue reading

Introducing the New FollowUpThen Referral Program

Affiliate Program For the Best Email Reminder

 

Help your friends and co-workers start 2016 on the right foot by introducing them to FollowUpThen. Anyone who signs up from your link gets a $5 credit toward a premium subscription. And, when they become a paying customer, you get a $5 on your account as well!

Visit your settings page to find a brand new affiliate section, complete with your very own affiliate link.

We’re issuing a limited number of referral credits for now, which will probably increase depending on how things go and feedback. Read on for the full details. Continue reading

Improving Forwarded Emails

Have you ever hit ‘send’ on an email and realized you forgot to include a FollowUpThen address?

We’re working on an experimental feature that would allow you to forward a message out of your inbox and receive a much more useful followup.

If you want to help create this feature, click this checkbox on your settings page. We’ll handle the rest from there. You won’t see much change in your followups yet, but you will be helping us build it by enabling it on your account.

Experimental Forwarding Features

Experimental Forwarding Features

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The #1 Reason You Never Closed Your “For Sure” Buyer

salesperson

Imagine this – you call a company to purchase a new software tool that will help your company by leaps and bounds. You have just a few questions, though, before you feel confident about presenting the idea to your boss and colleagues. When you call, you have the opportunity to speak with a wonderful salesperson who helps you get the best answer to your question. The salesperson also mentions that they have a guide that goes into further detail in answering your question. They commit to sending to you shortly after the call. You are very pleased and hang up the phone ready to receive the document and present the idea to your boss.

Minutes go by. Hours go by. Days go by. You never receive the document. Continue reading