How-to Practical guide

A weekly follow-up routine for business clubs (30 minutes)

Simple: 10 min sorting, 15 min follow-up, 5 min planning.

30 minutes is enough if you’re consistent

  • 10 min: sort + add context.
  • 15 min: 5–8 follow-ups.
  • 5 min: schedule next dates.

Why half an hour beats a “big Sunday cleanup”

In BNI-style clubs the risk isn’t too few meetings—it’s overload. If you wait for a mythical two-hour slot, follow-up never happens. A short, calendar-blocked session beats one heroic session per quarter.

Prep (2 minutes)

Open a single list to work from—no five tools. Filter “due this week” or by your club tag so you don’t burn ten minutes deciding who to ping.

Adapt to heavy weeks

After a big event or chapter meeting, keep the slot but send fewer messages (e.g., four instead of eight) so you can sustain the habit. Quieter weeks are for cleaning statuses and updating context notes.

Anti-patterns

  • Inbox as CRM—you forget who needs a next step.
  • Copy-paste blasts—same structure for everyone, low replies.
  • No next-action date—records quietly die.

FAQ

No reply after three touches?

Mark dormant with a note; priority returns if a new touchpoint appears. Save energy for contacts with a clear need.

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