How to Send Reminders or Follow-Ups Automatically Using PostSheet

We’ve all been there: you send an important message, wait… and hear nothing back.

Whether it’s a sales lead, a client waiting on a proposal, or a team member who missed a deadline — following up is critical. But keeping track of who needs a nudge (and when) can turn into a full-time job.

With Google Sheets + PostSheet, you can automate personalized reminders and follow-ups — so nothing slips through the cracks, and you don’t have to send every single message manually.

Here’s how to do it.


Why Reminders and Follow-Ups Matter

🧠 People are busy. Emails get buried. A kind, timely reminder brings your message back to the top of the inbox.

Done well, follow-ups:

✅ Increase response rates
✅ Help close deals faster
✅ Keep projects moving
✅ Improve event attendance
✅ Show that you’re organized and dependable

The key? Make it feel personal — not like a mass blast.


Use Cases for Automated Follow-Ups

📩 Sales – “Just checking in on our last message…”
💼 Freelancers – “Wanted to make sure you saw the proposal I sent over”
🎓 Educators – “Reminder: Your assignment is due tomorrow”
📅 Event organizers – “Reminder: Our webinar is tomorrow at 10AM”
🛒 Ecommerce – “You left something in your cart”
🧾 Finance/ops – “Your invoice is due next week”

If it needs a gentle nudge, it belongs in a follow-up flow.


Step 1: Set Up a Reminder Sheet in Google Sheets

Your spreadsheet should include the people you want to follow up with — and the info needed to personalize each message.

NameEmailReminder TypeOriginal DateFollow-Up DateNext Step
Sarah Kimsarah@email.comProposal Follow-Up2025-03-262025-04-02Confirm project start
David Chendavid@email.comPayment Reminder2025-03-282025-04-01Settle invoice #1025

Filter the list daily or weekly based on the Follow-Up Date.


Step 2: Write Your Follow-Up Template in PostSheet

Keep it short, friendly, and specific.

python

Copy

Subject: Quick follow-up on {{Reminder Type}}

Hi {{Name}},

Just wanted to follow up on our last note regarding {{Reminder Type}}. Let me know if you have any questions or if you’d like to move forward with {{Next Step}}.

Looking forward to hearing from you!

Best,  

[Your Name]

You can create multiple templates for different reminder types (sales, billing, events, etc.).


Step 3: Launch Your Follow-Up Campaign

In PostSheet:

  1. Start a new campaign
  2. Connect your Google Sheet
  3. Filter by today’s Follow-Up Date
  4. Map your spreadsheet columns (like {{Name}}, {{Reminder Type}})
  5. Preview each email for accuracy
  6. Send now or schedule based on timing

PostSheet sends from your real email, so replies come straight to your inbox.


Bonus: Automate Multi-Step Follow-Up Sequences

Want to go beyond just one reminder?

Add a Follow-Up Count column to your sheet, and use it to control message logic:

  • 1 → “Just checking in…”
  • 2 → “Bumping this up in case it got lost”
  • 3 → “Let me know if I should close this out”

You can update the count each time a follow-up is sent and schedule future steps accordingly.


Tips for Better Follow-Ups

✅ Personalize every message — use names, context, and goals
🕒 Follow up 2–3 days after your initial message (for sales), or ~1 week (for proposals)
🧠 Set reminders for yourself to check engagement (open/click data)
💡 Always include a clear CTA (reply, book a call, submit a form)
🎯 Don’t be afraid to close the loop after 2–3 attempts

Example:

“Totally understand if now’s not the right time — happy to reconnect in the future!”


Why PostSheet Works for This

  • Sends real, 1:1-feeling emails
  • Makes it easy to filter and send based on date or status
  • Lets you recycle templates for different campaigns
  • Works with your existing spreadsheet workflows
  • Doesn’t require fancy tools or sales platforms

Whether you’re following up with 5 leads or 50 students, PostSheet handles it.


Final Thoughts: Follow Up Without Falling Behind

The people who follow up — win. Period.

PostSheet helps you send thoughtful, personalized reminders that keep deals moving, clients engaged, and deadlines on track — without burning hours in your inbox.

Start automating your follow-ups today →
Get started with PostSheet

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