Back to Help CenterFor Freelancers

Follow-up Reminders

Set smart reminders to follow up with contacts and never let a lead go cold.

Quick Steps

  1. 1
    Open a contact -- Navigate to any contact in your CRM.
  2. 2
    Set reminder -- Tap "Set Reminder" and choose a date and time.
  3. 3
    Get notified -- Receive a push notification when it is time to follow up.
  4. 4
    Mark complete -- After following up, mark the reminder as done.

Why Follow-ups Matter

80% of business deals require at least 5 follow-ups, but most professionals give up after just 1. Jodly reminders ensure you never forget to follow up.

Setting Reminders

  • Open any contact in your CRM
  • Tap "Set Reminder"
  • Choose a date and time
  • Optionally add a note about what to discuss
  • Save

    • Smart Suggestions

    Jodly suggests follow-up timing based on:

  • How recently you connected
  • The contact's engagement with your card
  • Your typical follow-up patterns

    • Managing Reminders

    View all upcoming reminders in the "Reminders" tab. You can:

  • Reschedule -- push the reminder to a later date
  • Mark complete -- check it off after following up
  • Delete -- remove reminders you no longer need

    • Best Follow-up Practices

  • Day 1 -- send a brief "nice meeting you" message
  • Day 3-5 -- share something valuable (article, resource)
  • Week 2 -- propose a specific next step (call, meeting)
  • Monthly -- periodic check-in to maintain the relationship

    • Still have questions?

    Our support team is here to help.

    Contact Support