Finding clients doesn’t have to feel chaotic. This tracker is designed to help you bring order to the outreach process – so you can follow up consistently even if you take a break.
Whether you're email cold pitching, networking on LinkedIn, or circling back with someone you met in person, a maybe, this system keeps you organized, clear-headed, and in motion.
➡ Start by creating a card for each prospect in the import view, and move them through the pipeline as you go!
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It's okay if some end up overdue or you aren't perfect about keeping up with it. Just do the best you can! Remember: Don't get discouraged.
You can always come back and start over or just pick up where you left off!