A heavy CRM is not always the right first step
People often mix two problems: not losing contacts (capture/memory) and running a complex sales cycle (forecasting/process). After a trade show, you’re usually solving the first. Enterprise CRM can wait—or remain upstream once leads are qualified.
The minimal viable follow-up setup
- Reliable identity: name, company, email or primary channel.
- One context line: enough to personalize.
- Status: to follow up / followed up / meeting / later.
- Next dated action: one explicit step.
Ten “just in case” fields create friction—and friction kills follow-ups.
Spreadsheet vs Notion vs a dedicated tool
Spreadsheet: fastest on day one, fragile later (no native reminders, duplicates).
Notion: flexible, needs discipline—otherwise it becomes a pretty graveyard.
Vertical tool like LetsLigo: fewer degrees of freedom, but flows built for card → record → follow-up with OCR and drafting help.
A weekly routine that survives real life
- Day 0–1: 30 minutes capture + context.
- D+1–2: clear the hot pile.
- D+3–5: warm pile.
- Weekly: 20 minutes for reminders and “recontact later”.
How LetsLigo fits your stack
LetsLigo can be your field layer: fast capture, mini CRM, AI-assisted emails—then export/sync to HubSpot, Google Contacts, etc. when the lead matures.