How do I track next steps with my relationships?

With Cloze, you can 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. Next Steps should mirror your workflow and all of the things you need to get done to move a client to the next Stage. You should think of Next Steps as a repeatable checklist that you can write once and then reuse for each Relationship Type. Each relationship, or each Stage and Segment combination, can have its own set of Next Steps.

For example, for your active clients, you might have specific steps you walkthrough for each engagement - you can track these 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.

Cloze can remind you about each Next Step. You can set both a reminder time and a custom template.

How do I set up reminders for next steps?

Next Steps can be set up as a:

Process - As you mark steps done, you automatically advance to the next step. Next Steps need to be done in order. Click to see an example at the end of this article.
Task List - You can mark steps done in any order, but you need to manually pick which step is the next step. Click to see an example at the end of this article.
Mixed - Ordered milestones with unordered tasks underneath each milestone. This article provides more information about Milestones and how they work.

Image A is a set of Next Steps and Image B is a set of Next Steps with Milestones

When a Next Step comes due, you will see an Action Item to follow-up. Tap on the Action item to see more options such as View Details, Snooze, Call, Email, or Mark as Done.

VIDEO: How to organize your contacts in Cloze with Stages, Segments, and Steps.

QUICK START GUIDE: How do I manage my lead flow in Cloze?

1.) Tap on the More Options menu (...) and then select Settings.

Mobile:

Tap on More in the lower right of your screen on mobile (iOS/Android).
Select Settings.

On your computer:

Tap on More in the lower left on your computer (cloze.com).
Select Settings.

2.) Tap on People and Companies to expand the section and then tap on the gear icon next to each Segment to add your custom steps.

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

a. Choose the style of next steps you would like to set up (Process, Task List, Mixed)

Process - As you mark steps done, you automatically advance to the next step. Next Steps need to be done in order.
Task List - You can mark steps done in any order, but you need to manually pick which step is the next step.
Mixed - Ordered milestones with unordered tasks underneath each milestone.

b. Tap on Add Step to create a new step or milestone

c. Example of a Milestone with tasks beneath

d. Example of a Next Step

4.) Enter the name of your step. Repeat steps 3b (Add Step) and 4 until you have added all your steps.

5.) Tap and hold to drag and reo

rder steps.

6.) Tap on the cog wheel next to a step to edit it. Tap on Save to save your changes.

Process Mode Style Next Steps

As you mark steps done, they automatically advance to the next step.

Task List Mode Style Next Steps

Mark steps done in any order and set the next step manually. Tap on the checkmark to mark the step done.

Milestone Style Next Steps

Ordered milestones with unordered tasks underneath each milestone. This article provides more information about Milestones and how they work.