Live
Runs on my own networking
I built a networking follow-up system. I post a business card photo, a voice memo or a quick note in Slack, and it becomes a CRM record, a researched lead and a personal follow-up in my voice that I approve before it sends. A week later, the contact joins my newsletter.
After an event you come home with a pocket full of business cards. Typing them up takes an evening, so the follow-up happens days later, or never. Without a system, you're sitting there hoping people remember you.
And the ones you do follow up with rarely make it into a CRM or a newsletter, so the relationship stops at one email.
Capture, research and drafting are automatic. Sending is always my call.
All of the automation runs in Make, the records live in a monday.com CRM, and I work entirely from Slack on my phone. It's built as a template, so a new client gets their own setup, voice guide and CRM without changing the core.
Post a card photo, a voice memo or a typed note in a Slack channel. The AI reads it into contact fields and never invents a detail it can't see.
It checks for duplicate people and companies, creates the lead and company in the CRM, and researches the company website for an industry and a short summary.
It drafts a follow-up in my voice, by email or WhatsApp. I can approve it, ask for a change in plain words, or edit it myself. Only the approved version is ever sent.
A week after the email, the contact joins my newsletter with tags for where we met and their industry. Replies are qualified into CRM contacts and deals, and a Monday digest shows who's still waiting.
If your business runs on relationships (events, referrals, coffee meetings), this turns every new contact into a personal follow-up you approve, a clean CRM record and a newsletter subscriber, without an evening of data entry.
For an agency, it's a capture-and-follow-up module that drops into a client's existing sales process: their CRM, their voice, their approval step.