I'm a social media manager and I like to do a thorough job of follow up with clients and prospects and Remember the Milk helps me get it done with ease. I use a combination of 5 things: CamCard business card scanner, email, phone calls, social media, and greeting cards (I use an automated system called "Send Out Cards" to make this easy and affordable and i have different card campaigns for different situations that automatically send out one personalized card every month)

When I meet a new client/prospect I scan their business card (rather than bringing it home).

When I get home I go to gmail to my "Canned Responses" where I've saved the following:

Send an initial email to DarleneH (Ntwkg letter 1) ^today !1 #FollowUp
Put DarleneH in appropr. follow up card list ^today !2 #FollowUp
Put DarleneH in Christmas list ^today !3 #FollowUp
2.0 Connect to DarleneH on Twitter ^today+1 day !3 #FollowUp
2.0 Connect to DarleneH on LinkedIIn ^today+2 days !3 #FollowUp
2.0 Connect to DarleneH on Facebook ^today+3 days !3 #FollowUp
2.0 Connect to DarleneH on Google+ ^today+4 days !3 #FollowUp
2.0 Connect to DarleneH on Pinterest ^today+5 days !3 #FollowUp
2.0 Call DarleneH to verify receipt of email ^today+1 days !3 #FollowUp
2.0 Second Call to DarleneH (birthday/Anniv) ^today+3 days !3 #FollowUp
2.0 Put DarleneH in Birthday list ^today+3 days !3 #FollowUp
2.0 Phone: Card recvd. DarleneH? ^today+1 week+3 days !3 #FollowUp
2.0 SocMed engage for Darlene H ^today+11 days *every 21 days !3 #FollowUp
2.0 Social/SOC for email tomrrw DarleneH ^today+59 days !3 #FollowUp
2.0 Email to DarleneH (p 79 Ntwk bk) ^today+60 days !3 #FollowUp
2.0 Social/SOC ph. call tmr for DarleneH ^today+183 days !3 #FollowUp
2.0 Fourth Call to DarleneH ^today+6 months !3 #FollowUp
2.0 Social/SOC for ph. call DarleneH ^today+364 days !3 #FollowUp
2.0 Fifth Call to DarleneH ^today+12 months !3 #FollowUp
2.0 Put DarleneH into Holiday campaign ^today+12 months !3 #FollowUp

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myusername+694510+import@rmilk.com
HotSpot

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I just put in the appropriate name, click "send" (I have the correct RTM email and list name under the "---" so I don't have to look them up) and voila! All the follow up for that person is beautifully scheduled and that person receives over 12 months of regular (at least once a month), multi-touch, multi-tool follow up from me.

Note where I have ^today+183 days and ^today+364 days - those items come the day before a follow up call or email so I'm prepared ahead of time. Those dates are 1 day short of 6 months and 1 year.

It blows them out of the water.

Darlene

(PS the book I refer to where is says (p 79 Ntwk bk) is the book "Networking is Not Working" by Derek Coburn. Excellent!)