PAT BERRY — TRADE COMPANION
CHAPTER 13: Follow up on what matters
Starter worksheet for review — October 19, 2026

Follow-up works best when it connects to something the person actually requested. A weekly dashboard should show promises, timing, and decisions.

1. Review people with an agreed next step and a due date this week.
2. Send the useful item or answer you promised. Ask whether the timing still works.
3. Record the result: next date, decision, pause, or stop. Remove people from active follow-up when they ask.

Trade application
Track open proposals, decision participants, implementation concerns, and mutual commitments.

Weekly dashboard
Week:
_______________________________________________________

Person or ID:
_______________________________________________________

Conversation type:
_______________________________________________________

What matters to them:
_______________________________________________________

Promised item:
_______________________________________________________

Next action:
_______________________________________________________

Due date:
_______________________________________________________

Owner:
_______________________________________________________

Status:
_______________________________________________________

Pause or stop:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.