Projects
Project notes and follow-ups
Notes and follow-ups turn a project from a static record into a working operational tool. They help your team remember context, maintain continuity, and know what action comes next.
Project notes
Project notes are useful for storing:
- conversation context
- partner preferences
- relationship history
- internal observations
- blockers
- reminders for future contact
Notes should help another team member quickly understand the situation.
Follow-ups
Follow-ups help your team track:
- when to check in next
- when to send the next message
- when to review a paused relationship
- when something needs internal attention
A project with no follow-up often becomes forgotten.
Why these fields matter
Projects are not just about who the target is. They are also about what is happening and what comes next. Notes and follow-ups improve:
- team memory
- handoff quality
- accountability
- relationship consistency
- operational clarity
Good note examples
Examples of useful notes:
- prefers Telegram for communication
- interested after current mint cycle
- asked for a revised WL range
- wants campaign details before moving forward
- inactive for now, revisit next month
Good follow-up examples
Examples of useful follow-up actions:
- check reply on Friday
- send updated offer next week
- revisit after campaign launch
- confirm decision with lead tomorrow
💡Best practices
- keep notes short and useful
- avoid writing vague notes like “talked to them”
- always leave a next action when possible
- use follow-ups to prevent projects from going cold
- update notes right after real interaction, not days later