Follow-up cadence desk — Notion or Excel, Day 0/3/7/14
By Nydaymuse · Updated
What belongs in a follow-up cadence desk?
Three lists: which leads are still open, which day-index they are on (0/3/7/14), and a short template outline for each step. Every open lead needs a next touch date — otherwise “I’ll nudge later” wins.
A follow-up cadence desk is a place to record who is due a nudge, what was already sent, and when to close the loop. Choose Notion or a workbook as your home base for the same day-index, touch-log, and template-index workflow.
Beacon is Nydaymuse’s $12 dual-format cadence desk: the same Leads, Cadence_Log, and Templates_Index structure as CSV imports for Notion and as an Excel / Sheets workbook. Pick one.
Why a fixed cadence beats memory
A visible day-index and next-touch date give you a schedule to review. The Day 0 → 3 → 7 → 14 ladder below is a suggested sequence, ending with a decision to continue, pause, or close the lead.
Beacon is not a full Lead→Paid CRM. Pair it with Lane when deals need stages and invoices.
Day 0 / 3 / 7 / 14 map
| Day | Job |
|---|---|
| 0 | Thank-you + one clear next step |
| 3 | Value bump or short call |
| 7 | Soft close / capacity note |
| 14 | Close the loop — Won, Paused, or Lost |
Log every touch. Advance the day-index when a step completes. Without a next_touch date, the board is decoration.
Friday cadence review
- Send or reschedule every Due today lead.
- Log each touch with template id + outcome.
- Advance day_index when a step completes.
- Close-loop Day 14 leads.
- Park Lost — do not leave Waiting forever.
Beacon — dual Notion + Excel pack ($12)
One zip. Notion CSVs + import README, or open Beacon-Followup-Cadence.xlsx (Dashboard, Leads, Cadence, Templates, Weekly Review). SAMPLE data included. Buy once. No support.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Beacon includes both formats so you can choose — not so you maintain two sources of truth.
Is Beacon a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline). That keeps the pack portable, buy-once, and free-plan friendly.
How is Beacon different from Lane?
Lane is the full Lead→Paid pipeline OS. Beacon is the dual-format cadence desk: day-index, touch log, and template index.