Follow-ups
A table beats Salesforce until you have more than ~50 live relationships.
Pick
- A Notion or Airtable tableColumns: name, next action, last contact, money status.
Skip
- Marketing automationWait until you have a real list and a reason to write to it.
- Letting an agent invent contextIt can log and nudge. It cannot remember the relationship for you.
Setup
- YouName the people who actually matter this quarter.
- AgentSchema, views, and a weekly nudge list.