I’m trying to implement a system inside of Fibery that will be used to track and remind about:
- Following up on prospective clients to see if they are ready to start
- Following with new current clients to see how their project is going
- Following up with long standing clients to ask for referrals
(These are all in separate spaces or DBs)
The way I have it now is just a “Follow Up Date” field which I manually update. But generally the periods between which I follow up have a defined length.
For example, for following up on prospective clients we do it: 1 day after first meeting then (if no response) → 2 days later then → 1 week later then → 2 weeks later. For following up with long standing clients for referrals its a more regular process of every 6 months, so after I send an email the Follow Up Date is reset to 6 months from today.
Any advice on how to automate the date changes of above? Maybe creating some kind of Follow Up Type field that defines the length?