# Your daily follow up workflow Fluid is not a place you visit occasionally to "update the CRM". It is a tool you open daily to move deals forward and keep your pipeline alive. If you use Fluid correctly, your sales work becomes predictable, calm and action-driven. *** ### The core rule Every open deal must always have a reminder. A reminder represents the next action. No reminder means no action. No action means the deal is slowly dying. Everything in Fluid is designed to support this rule. *** ### Start your day in the Dashboard Your day starts in the Dashboard, not in configuration or reports. Here you: * See a snapshot of your pipeline at a glance * Check active deals, overdue reminders and total pipeline value * Get a sense of deal volume and momentum across stages * Mentally switch into execution mode The dashboard shows you exactly four things up top: * Active deals * Reminders overdue * Reminders today * Total pipeline value Below that, a pipeline value by stage chart so you can spot where deals are stacking up. This step is about orientation, not work. Once you are oriented, you move to execution. *** ### Move to Deals and work from reminders After the dashboard, you go straight to the Deals view. This is where daily work happens. In the deals list, reminders are visually categorized so you can instantly see priority: * **Overdue reminders** are actions that should have happened already. Red. * **Due today** are actions you must complete today. Green. * **Future reminders** are planned and intentionally not touched yet. * **New or incoming deals** may arrive via automations or manual creation and need triage. You do not search. You do not sort. You do not think about what to do next. You start at the top and work through reminders. *** ### Execute follow-ups using keyboard shortcuts For each overdue or due-today reminder, you: * Open the deal * Review the context, notes and activity history * Take the action Examples of actions: * Send a follow-up email * Reply to a LinkedIn message * Make a call * Send a proposal * Move the deal to a new stage Keyboard shortcuts are critical here. They reduce friction so execution stays fast and uninterrupted. The shortcuts you will use most: * **D** to create a new deal * **E** to edit the deal you are hovering * **R** to set a reminder * **A** to open the activity view * **W** to open the contact's website * **S** to open their social media * **C** to open the conversation link The goal is flow. No menus. No mouse-heavy navigation. No hesitation. *** ### Always set the next reminder After every action, you do one thing before moving on. You set a new reminder. * Move it to tomorrow * Move it to next week * Move it to a specific future date The exact timing does not need to be perfect. What matters is that the deal always has a next step. This single habit is what prevents deals from silently going cold. *** ### Use notes to preserve context When something matters later, you write it down. You can add notes to: * The deal itself * The reminder * The Notepad (your personal scratchpad with tabs) Examples of what to capture: * Objections that came up * Decision-maker details * Timing constraints * Promises you made * Stuff to bring up next call Notes exist to help your future self act without rethinking the entire conversation. *** ### Work across multiple pipelines if needed If you run multiple sales motions, partner programs or client workflows, you may have multiple pipelines. Your workflow stays the same across all of them: * Switch pipeline * Work overdue and due-today reminders * Execute actions * Set the next reminder Pipelines do not change how you work. They separate contexts so your sales pipeline does not mix with your onboarding pipeline or your partner pipeline. *** ### Handle new conversations during the day Throughout the day, new opportunities appear: * Positive replies from cold email * LinkedIn messages * Inbound form submissions * Referrals from existing clients * Deals created automatically via API or webhooks from Smartlead, Instantly or similar tools When that happens, you: * Create or open the deal * Add minimal context * Set the first reminder That is it. You never "remember to remember". You always externalize the next action into a reminder. *** ### When your follow-ups are done, you’re done Once: * All overdue reminders are handled * All due-today reminders are handled * All deals have future reminders Your CRM work is finished. You do not need to keep checking it. You do not need to "clean things up". Fluid exists so you can stop thinking about your CRM and focus on actual work. *** ### The weekly clean-up Once a week, take 15 minutes to clean up: * Move dead deals to Lost * Update deal values that have changed * Tag deals that are heating up * Check the Forecast page for the 3-month revenue projection * Run Merge Duplicates on Contacts if you have been importing or capturing leads This keeps the pipeline honest without consuming daily time. *** ### Why this workflow works This workflow: * Removes decision fatigue * Prevents forgotten follow-ups * Keeps your pipeline honest * Turns sales into a repeatable daily habit Fluid does not try to predict outcomes. It ensures actions happen. Action is what closes deals. *** ### What to read next * Deals, how Fluid structures sales conversations * Dashboard, what every metric on the home screen means * Keyboard shortcuts, how to execute faster * Automations, how to handle busy work in the background --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/getting-started/your-daily-follow-up-workflow.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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