How do I track next steps with my relationships?  | Cloze, Inc.

How do I track next steps with my relationships?

With Cloze you can also add Next Steps to help you keep track of what you've done and what you have left to do for each type of relationship. Each Stage and Segment combination can have its own set of Next Steps.

Think of Next Steps as a repeatable check list that you can write once and reuse for each Relationship Type. Next Steps are an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage. 

For example, for your active clients you might have specific steps you walk through for each engagement - you can now track those steps with Cloze. Or in sales you might follow a specific sales process with different stages. These stages can all be tracked with Next Steps. You can choose what your next step is and, when it's done, mark it off.

Next Steps can be added to each Relationship type and customized for Lead, Potential, Active, Inactive and Lost Stages. When a Next Step comes due you will see an Action Item to follow-up. 


 
 

1.) Tap on More (...) in the lower right of your screen on iPhone/iPad/Android and lower left on cloze.com.

 

2.) Tap on Settings.

 

3.) Tap on Customize to expand the section and then tap on the gear icon to add your custom steps.  



4.) Scroll down to the Next Step section. Tap on the Add Step link to add you first step. 



5.) Enter the name of your step. Repeat steps 4 and 5 until you have added all your steps. 


6.) Tap on the gear icon to edit the Step name and add a reminder.


7.)  You can have Cloze remind you a few days after each step. For each step you can set a reminder time and custom template. 

In this example you would be reminded 5 days after your "Introduction Call" step. 




When a Next Step is set, you will see the reminder and follow-up template available in the contact profile as an Action Item. Tap on the envelope icon to view the specific email you have created for this Next Step.