Stay-in-Touch

Stay-in-Touch surfaces people you’ve connected with but haven’t talked to in a while, and drafts a warm check-in for each so relationships don’t go cold. It looks for people you have had a real back-and-forth with, not cold leads. Find it under Tactics → Stay-in-Touch.

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When it runs

Monday mornings at the hour you set, on the cadence you choose: every Monday, every other Monday, or the first Monday of the month. The default is 8:00 AM Eastern, weekly. Press Run now to get a digest immediately. Your inbox must be connected.

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Settings

It surfaces contacts you have had a genuine exchange with but have not talked to in 90 days or more.

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What you get

One digest email a week, listing the people worth a check-in with a note on why now and a check-in already written for each. Under Activity, each digest appears as, for example, 5 people worth a check-in. Open it and each person shows their title, account, how long since you last spoke, a summary of your last thread and Why now. For each person you can:

• Draft a check-in to open the message: To, Subject and Message are filled in, and you can edit them. Send now sends it from your connected inbox as a new email; Stage draft puts it in your Drafts folder instead. Once sent or staged, the row locks so the same email cannot go twice.
• Add to sequence to put them into a sequence instead.

The digest to you is the only thing that goes out on its own. A check-in reaches the contact only when you press Send now.

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Next steps