Follow-ups with context
Start with a proven structure, then fill in the contact, date, outcome, and next step for this conversation.
:followup → name + next step + date
For sales & consultants
Reuse the structure. Personalize the conversation.
Keep follow-ups, proposal sections, discovery questions, and meeting summaries ready in any Mac app. Dynamic fields handle the client-specific details while folders and tags keep the library navigable.
Download free for MacReusable proposal sections
Keep frequently reused scope, process, and delivery text organized without copying from an old client document.
Folder: proposals · Tags: discovery, scope
Search without leaving your work
Open global search from email, notes, or a CRM and find a template by name, description, or tags.
⌥⇧F → “kickoff agenda”
Turn strong writing into an asset
Save selected text or a clipboard-history item as a snippet when a response is worth using again.
Good answer today → template tomorrow
A practical setup
Organize by moment, not by document
01
Map
List repeated moments: introduction, discovery, proposal, follow-up, handoff.
02
Template
Save the stable structure and make changing details dynamic.
03
Retrieve
Use memorable triggers or global search in the app where you are writing.