Workflow
A repeatable loop for any client follow-up
Capture what is open, whose turn it is, the next action and when to check back.
Start from the trigger
Create a Follow-up when a client interaction leaves a concrete promise, question, approval or action unresolved.
Set ownership and next action
Choose Your Turn or Waiting on Them for the current responsibility, then write the specific action that can move the loop forward.
Checkpoint and outcome
Add a Target date or Reminder only when useful. When the result arrives, record it and mark that loop Done; reopen or create a new Follow-up only when work genuinely continues.