1.3 · Clients

Keep your own new business apart

Problem

When client work is busy, you forget to follow up with possible clients.

Steps

  1. Open the person’s LinkedIn profile. Save them as a contact with the browser extension.
  2. Tag them #Prospect and with their company: #Brightmoor.
  3. Add a note: what they need and who introduced you.
  4. Add one task for the next step, with a date.
  5. Each week, filter your tasks by #Prospect.

Test Does every possible client have one next step with a date?

Result Your own sales keep moving while you deliver.

Up next · 2.1

Keep a list of people for each client

One list of people per client, each with their own history.

Previous: 1.2Back to Clients

Recommended

  • Help centre

    How does Humble work on LinkedIn?

    Each LinkedIn person or company profile counts as its own place, so notes about someone show on every page of their profile.

  • Help centre

    How do I add a contact?

    On the Contacts page, select + Contact, type a name and email, then Save. Or press ⌘K and choose Add new contact.

  • Use case

    Remember everyone you meet

    Save people from LinkedIn and note how you met. Find them later by the day you met, even if you forget their name.

Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.

Get started