Before you start
Export your list from wherever it lives: a CRM, a job tracker, or a Google Sheet.
- In Google Sheets: File, Download, Comma separated values.
- In Excel: File, Save as, then choose CSV.
- In most CRMs: open the list view, then use Export.
It needs three things in the file: a column that names each lead or job, a column with the last time someone contacted them, and, if you have one, a column saying who owns it.
The file is read inside your browser. Nothing is sent anywhere.
Build your list
Your file stays on this page. Nothing is uploaded.
Put headings in the first row. Separate columns with commas or tabs.
Make it stick
A list you build once a week is better than none. Every item on it is a follow-up that depended on someone remembering. Pick the owner with the longest list and ask what is getting in the way.
The follow-up that runs itself guide covers how to give every open item an owner, a clock and a reminder that sends itself.
Want this list every morning without the export?
Tell me where your list lives. I will tell you what it takes to send each owner their overdue items every morning, from the tools you already use.