Know which step each person is on, and who needs a nudge.
Set up your list of steps once, invite each person by email and follow deadlines, deliverables and questions in one place. Overdue reminders go out on their own.
Sign in with your Google account. It takes less than a minute.
Holding Mentorship
40% — 2 of 5 steps
Asset assessmentDone
Was due Mar 3
Family meetingDone
Was due Mar 11
- 3
Draft operating agreementAwaiting approval
Submitted — due Mar 25 needs approval
- 4
Asset transferOverdue
Apr 8 — 2 days overdue
- 5
State registrationTo do
Apr 23 — due in 13 days needs approval
Live demo: click around, nothing is saved.
Your whole group on one screen
Who is on track, who is late and what is waiting for your approval, without opening chat after chat.
Holding Mentorship
- Marcos PradoDraft operating agreement, waiting for your approval1 to approve
- Beatriz NunesAsset transfer, 2 days overdue1 overdue
- Rafael LimaFamily meeting, due in 4 daysOn track
- Camila SouzaAll steps completedCompleted
- João PereiraInvitation sent, starts on Nov 17Invited
It fits any path with a beginning, a middle and an end
If you lead several people through the same steps, FollUp keeps it organized. A few examples.
Holding Mentorship
A mentor follows each mentee
Project steps
- 1Asset assessment
- 2Family meeting
- 3Draft operating agreement
- 4Asset transfer
- 5State registration
Everything that happens between the first step and the last
Every step has subtasks, materials and a conversation
Break a step into smaller items, attach templates, Drive links and videos, and receive the deliverable in the same place. Questions stay on the step they belong to instead of scattered across messages.
Asset assessment
Subtasks
1 of 3 done
Support materials
- How to fill in the assessmentYouTube — 6 min
- Asset inventory spreadsheetGoogle Sheets
- Inventory template.pdf240 KB
Conversation
Marcos
Question answeredCan I include the property that still has a mortgage?
Andrea
Yes. Add the outstanding balance in the notes column.
Live demo: click around, nothing is saved.
Reminders go out on their own
Choose at which point of the deadline the participant gets reminded: 25%, 50%, 75% or any percentage you want. The system also warns before the due date and follows up when a step is overdue, never repeating itself and without you writing to anyone.
Remind when this much of the deadline has passed
A 20-day step
What the participant receives
- Day 10 — Reminder: 50% of the deadline has passed
- Day 15 — Reminder: 75% of the deadline has passed
- Day 18 — Reminder: the step is due in 2 days
- Day 21 — Follow-up: the step is overdue (you are notified too)
Live demo: click around, nothing is saved.
Calls get booked without the back-and-forth
Set the days and hours you are available. The participant sees your free times in their own time zone, picks one, and that is it: both of you are notified and the time leaves everyone else's calendar.
Call with Andrea
- 30 minutes
- Times in your time zone
Pick a time
Live demo: click around, nothing is saved.
Drag the step to where it stands
Besides the trail, every follow-up has a board. Dragging a card changes its status right away, on desktop or phone, and the other person is notified.
To do
In progress
Done
Drag the cards between columns.
Live demo: click around, nothing is saved.
How it works
- 1
Set up the steps
Create a project and list the steps in order, each with a deadline, subtasks and materials. You do this once.
- 2
Invite by email
Each person gets the invitation, accepts it and receives their own trail, with deadlines counted from their start date.
- 3
Follow up without chasing
See who is on track, who is late and who has a question. Approvals, answers and reminders all go through the system.
One plan, one price
No plan table to compare.
Participants join through the invitation and use it for free.
FollUp
$20per month, per project owner
- Unlimited projects and steps
- Invited participants don't pay
- Subtasks, materials, files and videos on every step
- Conversation and questions per step
- Deliverable approval
- Automatic email reminders
- Scheduling so participants can book a call with you
- Works on desktop and phone
Frequently asked questions
Who is FollUp for?
Anyone who guides several people along the same path: mentors, consultants, teachers, accountants, lawyers and teams that onboard clients. You define the steps and each person moves at their own pace.
Does the person I'm following need to pay or install anything?
No. They get an email invitation, sign in with their Google account and use it in the browser, on desktop or phone. Only the project owner has a subscription.
How do automatic reminders work?
Once a day the system checks every open step. The participant is reminded at the points of the deadline you choose (for example 50% and 75%), a few days before the due date and when the step becomes overdue. Each reminder is sent only once, and you can be notified when someone falls behind.
Can the same person take part in more than one project?
Yes. Someone invited to two programs, or by two different owners, sees every follow-up in the same account. And an owner in one project can be a participant in another.
Can I share files and videos?
Yes. Each step accepts files, links (Google Drive, Docs, Dropbox) and YouTube, Vimeo or Loom videos, which can be watched inside the step itself. Participants also attach their own deliverables.
Can participants book a call with me?
Yes. You set the days and hours you are available, the call length and the minimum notice. The participant picks a free time, already converted to their time zone, and both of you are notified. A booked time disappears for everyone else, and either side can cancel.
Can participants see each other's data?
No. Each participant only sees their own trail, their own deliverables and their conversation with the owner.