The most important activity we do as bootstrapped entrepreneurs is to speak to people about our product and get as much honest feedback as we can. We are religious about getting feedback frequently from our users (I highly recommend reading The Mom Test to learn how to ask your users the right questions).
But, building a strong "user feedback machine" requires building strong habits. After we built our CRM in Notion, I kept on forgetting to check on whom I should follow up with and when.
And that led to missed opportunities and to an inconsistent interaction schedule. So I asked myself: how can I get Notion to push reminders to me anytime I should ping someone, either by email or by slack?
With a bit of formula magic, I set up an automation that will trigger a notification whenever I need to follow up with someone. Here's to set up this automation:
The first step is to make sure your CRM tracks the "last interaction".
Then, roll up the latest interaction:
The formula I use is very simple, checking if it's been 10 days since we last interacted:
Now the checkbox is checked whenever I need to follow up!
"I would love to get some more emails", said no one ever.
I love working with Slack bots to get reminders. I like to set up channels with bots sending notifications into them.
Once I set up my the:gist rule, I choose to "call a webhook" and send the data to Integromat, where I set up a simple scenario that pushes the notification to Slack.
Next is to set up a simple rule in the:gist to get an email whenever the formula turns true. Since we are counting days (and not hours), if a bunch of contacts turn true at once you will get an email with all the contacts you need to follow up with.
Last two important things to do: