Most reps take great notes.
And then forget to act on them.
Smart workflows don’t stop at information.
They convert notes into automated nudges — so no deal ever slips through the cracks.
Here’s how Monica builds systems that sell for you.
🧠 Step 1: Capture the right notes — in the right place
Forget scribbled Post-its.
Your notes are only useful if they’re structured and visible.
👉 Use templates inside your CRM:
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Pain points
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Timeline
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Decision process
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Personal details (e.g. “Has a dog named Bruno” 🐶)
Monica’s rule:
“If the next step isn’t obvious from your notes, you’re doing admin — not sales.”
↺ Step 2: Tag & trigger the next move
Your CRM should do more than store info.
It should react.
👉 Example triggers:
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Tag: “Hot Lead” → Schedule follow-up in 2 days
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Tag: “Budget Block” → Send nurturing sequence
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Tag: “Needs approval” → Reminder to follow up in 5 days
Use tools like GoHighLevel or HubSpot workflows to fire nudges automatically.
⏱️ Step 3: Time your nudges to feel personal
Too soon? Pushy.
Too late? Forgotten.
Smart workflows respect the prospect’s timeline — and keep the emotional momentum alive.
👉 Examples:
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“2 days after no reply” → Send casual check-in
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“3 days after a call” → Send a recap with action items
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“7 days no engagement” → Light value-add with no pressure
It’s not spam if it’s relevant.
It’s not follow-up if it’s too late.
🔗 Step 4: Connect notes to calendar + inbox
The magic?
Your notes automatically create your next sales task.
👉 Connect your CRM to:
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Calendar (block time for outreach)
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Email (pre-write the next nudge)
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SMS or LinkedIn (optional fallback channels)
Your future self will thank you.
So will your close rate.
🛠️ Tools Monica actually uses
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GoHighLevel – full sales workflows, lead scoring, task triggers
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Zapier + Google Calendar – create time blocks from tagged notes
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Smartlead – personalize outreach at scale
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Notion CRM (if solo) – simple, fast, perfect for freelancers
Whatever you use — make sure your system nudges you before your deal goes cold.
🌟 Monica’s final word
“Sales isn’t just about what you say — it’s about what you remember, and when you act.”
If your notes live in a black hole, you’re not building a business — you’re babysitting leads.
Turn insights into impact.
Let your system follow up before you forget to.
📬 Want smart sales tactics that scale with you?
Join FredCo’s Weekly Sales Hacks — and make your follow-up flow unstoppable.
