No good conversation gets lost in your calendar
Four columns, one card per contact and a dated next step. The simplest way to know whom to talk to this week, without a messy spreadsheet and without an expensive CRM.
Each contact's path
- 1MetEvery conversation with potential goes here: the meeting at the business round, the card exchanged at the trade show, a customer's referral.
- 2TalkedYou sent the follow-up or scheduled the next meeting. The conversation has moved beyond the first contact.
- 3ProposalThe proposal has been sent. Now the next step is to find out whether it arrived and what is missing for a decision.
- 4DealClosed, lost or stalled. Recording lost deals also teaches you something: it shows where the funnel leaks.
Try the board with sample contacts
Drag the cards between columns or use "Move to" on each one. Click a name to edit or delete it, and add your own contacts. The examples are fictitious.
Met
Conversation recorded, no follow-up yet.
Talked
Follow-up sent or meeting scheduled.
Proposal
Proposal sent, waiting for a reply.
Deal
Closed, lost or stalled.
Fill the Met column: your first business round is on us
Your company's first business round is on us, with just your CNPJ (Brazilian company tax ID). Choose an open round and enter the CNPJ on its page.
A simple sales funnel for small companies
A sales funnel is just the path a contact travels until becoming a customer. In a small company that sells to other companies, this path usually has few stages: you meet someone, talk again, send a proposal and the deal either closes or it doesn't. The problem is almost never the stage. It is forgetting which stage each contact is in.
Without a place for this, tracking is scattered across WhatsApp, the email inbox, business cards in a drawer and the owner's memory. The good conversation from Tuesday's trade show becomes, three weeks later, a name you no longer remember where it came from. A CRM would solve it, but most systems ask for setup, training and a monthly fee before showing any result.
The Follow-up Planner sits in between: more organized than a customer tracking spreadsheet, much simpler than a CRM. There are four columns, Met, Talked, Proposal and Deal, and one card per contact, with the essentials: who they are, which company, what they are looking for, when you met and, above all, what the next step is and on which day.
The dated next step is the heart of the method. A contact without a next step is stalled, even if it looks promising. That is why the board highlights overdue steps in red and shows first, in each column, whoever needs you soonest. A glance on Monday morning is enough to plan your sales week.
To organize your business contacts, combine three habits. First, record them on the same day: whoever talked to you at a business round or a trade show goes into Met before you go to bed. Second, send the follow-up within two days; the follow-up message generator writes the text for WhatsApp, LinkedIn or email. Third, move the card whenever something happens, including to Deal when the answer is no.
Over time, the board becomes a real prospecting tracker. In your account, a personal metric shows, by quarter, how many connections became conversations, how many conversations became proposals and how many proposals became deals. It is the business owner's own number, which nobody else sees, and it points to where the funnel leaks: if few connections become conversations, the problem is in the follow-up; if few proposals close, it is in the proposal or the price.
And when the board gets too small? That is a good sign: it means the company already has enough contacts to justify a team or a bigger system. When that day comes, export the cards to CSV, with the same columns as the template, and import them into the CRM of your choice. Nothing is locked in here. Until then, the best tracking is the one you can keep up to date in five minutes a day, and four columns fit in that time.
Those who take part in the platform's business rounds don't need to type in their connections: when both sides mark interest, the connection goes straight into Met, in My Connections. Contacts from trade shows and referrals are added one by one or by spreadsheet, using the CSV template below.
What goes in each column
Met
Every conversation with potential goes here: the meeting at the business round, the card exchanged at the trade show, a customer's referral.
Talked
You sent the follow-up or scheduled the next meeting. The conversation has moved beyond the first contact.
Proposal
The proposal has been sent. Now the next step is to find out whether it arrived and what is missing for a decision.
Deal
Closed, lost or stalled. Recording lost deals also teaches you something: it shows where the funnel leaks.
CSV template for tracking business contacts
The same structure as the Planner, in a spreadsheet: open it in Excel or Google Sheets, fill in one row per contact and, whenever you want, import everything at once in the Board view of My Connections. Dates in day/month/year format. The two sample rows are fictitious: delete them and write your own.
Download the CSV templateThe template's columns
- nome
- empresa
- o_que_procura
- contato
- etapa
- resultado
- proximo_passo
- data_do_proximo_passo
- canal
- anotacoes
- conheceu_em
Column names and values stay in Portuguese, the format the import reads. In "etapa" (stage), use Conheci (Met), Conversei (Talked), Proposta (Proposal) or Negócio (Deal). In "resultado" (outcome), only for Negócio: fechado (closed), perdido (lost) or parado (stalled). In "canal" (channel): whatsapp, linkedin, email, telefone (phone) or presencial (in person).
Frequently asked questions
Is the Follow-up Planner free?
Yes. The demo board on this page works without signing up. With a free account, your cards are saved in My Connections, up to 30 cards. With the Participant plan, the Planner has no limit.
Do I need a CRM to organize my business contacts?
Not to get started. Four columns and a dated next step already solve the most common problem for small companies: the good conversation nobody picked up again. When your volume grows, export the cards to CSV and take them to a CRM.
Are the cards on the public page saved?
Only in this browser, so you can test freely. Nothing goes to our server. To have the board on any device, with email reminders, create a free account.
How do connections from business rounds get onto the board?
When both sides mark interest in a meeting during a business round, the connection automatically becomes a card in Met. When you generate a follow-up for that connection, the card moves to Talked; when you create a proposal from it, it goes to Proposal.
Can I import contacts from trade shows and referrals?
Yes. Download the CSV template from this page, fill it in with Excel or Google Sheets and import it in the Board view of My Connections. You can also add one contact at a time.
Who sees my cards and my numbers?
Only you. The cards and the quarterly metrics (connections, conversations, proposals and deals) are not shown to anyone else on the platform.
Need more conversations in the Met column?
In an online business round you have several short meetings in one afternoon, with companies looking for what you offer, and connections with mutual interest go straight onto the board. Your company's first business round is on us, with just its CNPJ (Brazilian company tax ID).