“What was that about again?” Follow up with the explanation attached

A reminder to send a reminder

You are waiting for the copy for a new website. So you do not forget, you assign yourself a task: email the client on Friday. On Friday, another project runs over. You move the task. The following week, you finally send a message.

“What was that about again?” the client replies. You find your original explanation and send it again. Following up has become a small project of its own, when all you needed was some copy.

Keep the open request visible

Create a task for your client in trygga, with a deadline and a clear description. For example: a short history of the company, around two hundred words. Your client can find the request and the explanation in the same place.

Outstanding tasks appear in automatic summary emails. Your client sees what is needed again, with a link to the task. You do not have to write a new reminder every time or put the explanation back together. The client can adjust their email preferences.

Stay involved when something gets stuck

Automatic reminders do not replace a conversation about the work. If the client cannot write the copy, a call may be more useful than another reminder. But you can start from a visible open task rather than a vague recollection of something in your inbox.

Your own list holds the tasks you need to do. The request for the client stays assigned to the client. Read more about that division of work in who is waiting for whom?.