AUTHOSHow to keep track of LinkedIn leads and follow-ups
Keep one record per business conversation: who the person is, what they last said, what you agreed to do, and when the next action is due. Review that record before writing. The follow-up should continue the conversation that actually happened.
Start with the next action
When client work gets busy, a message can be read without becoming a task. A conversation record closes that gap. For a consultant, that may mean sending the diagnostic you promised. For an agency owner, it may mean revisiting a proposal after the prospect’s internal meeting.
You can start in a simple table. Use a dedicated workspace when maintaining context across messages and tasks becomes the difficult part.
| Field | What to record |
|---|---|
| Person and business | A name and profile link you can verify. |
| Latest relevant message | The actual request or update, with its date. |
| Stage | For example: discussing a problem, evaluating help, proposal sent, or paused. |
| Fit evidence | The stated problem and how it relates to your offer. Leave unknowns blank. |
| Next action | A specific task, such as sending a resource or answering a question. |
| Due date and owner | Who will do it and the timing agreed with the person. |
A worked example
Fictional example, not a customer result.
You run a small design agency. Morgan says, “We’re reviewing the website brief on Thursday. Can you send the scope checklist before then?” The next action is to send the checklist before Thursday. It is not to ask again whether Morgan needs a new website.
Hi Morgan — here’s the scope checklist we discussed for Thursday’s review. The section on decision-makers may help you spot anything missing from the brief. If a question comes up during the review, send it over.
Only use that message if the checklist exists and the conversation supports it. An AI draft should not invent an attachment, a meeting, a budget, or a buying signal.
Choose what to review first
- Promises due now. Deliver what you already agreed to send.
- Open questions. Answer a specific question before introducing another offer.
- Agreed check-ins. Follow up at the time the other person suggested.
- Unclear conversations. Read the latest message and decide whether a next step is warranted.
A profile view, a like, or a connection is a signal to inspect, not proof of buying intent. A declined offer or a request to stop should close the outreach task.
What to check in a LinkedIn follow-up tool
- Can you see the relevant source conversation before approving a reply?
- Can you keep a stage, note, and next action with the person?
- Does it make missing or stale conversation history clear?
- Can you edit the draft and choose whether to send it?
- What needs the browser extension, and what works away from your desktop?
- Can you distinguish a prepared action from one that was actually sent?
Try those questions with one real, permissioned conversation. A prepared draft alone does not prove the complete follow-up workflow works.
Where Authos fits
Authos’s launch offer brings a LinkedIn inbox, built-in CRM, conversation stages, goals, and AI-prepared replies and follow-ups into one workspace. It is intended to keep those tasks connected with your content and lead capture. You review and approve the work.
Reservations are open, with access planned for mid-November 2026. Read the product overview and access requirements before deciding whether it fits. Agencies should evaluate it for their own business development; shared client-account management is not promised here.
Make the next review concrete
Choose five active conversations. For each, record the last relevant message and one justified next action. If no action is justified, mark it paused. That small review gives you a useful starting point without sending a generic check-in to everyone.