Follow-ups

Auto-generated follow-ups include context about why they were created, so you know the reason at a glance.

Manual

Click Add Follow-up on any client's detail page to create a follow-up manually. Set a due date, add a note about what needs to happen, and save.

Managing Follow-ups

Each follow-up supports three actions:

Snooze

Not ready to act on a follow-up? Snooze it to push the due date forward:

Snoozed follow-ups disappear from your active list until the new due date arrives.

Complete

Mark a follow-up as done. When completing, you can optionally log an interaction at the same time — for example, noting that you called the client. The interaction is added to the client's timeline automatically.

Dismiss

Remove a follow-up without completing it. Dismissed follow-ups are not logged as interactions and do not affect cadence tracking.

AI-Drafted Messages

For follow-ups that involve reaching out, Policy Stack can draft a message for you. Click the Draft button on any follow-up to generate:

• Email draft — A contextual email based on the follow-up reason and recent interaction history
• SMS draft — A shorter text message version

You can copy the draft to your clipboard or send it directly if your email or SMS integration is configured. Always review and edit drafts before sending — they are starting points, not final copy.

Deduplication

To prevent follow-up fatigue, Policy Stack enforces a 30-day cooldown per client per signal type. If a follow-up was completed or dismissed for a client within the last 30 days for the same signal, a new one won't be auto-generated.

The one exception: milestone signals (birthdays, anniversaries) use an 11-month override, ensuring they always appear annually even if a follow-up was recently completed for another reason.

Viewing All Follow-ups

Follow-ups are surfaced per-client on the Overview tab of each client's detail page. To see all follow-ups for a specific client, open their detail page and click the Overview tab — follow-ups appear below the summary section on that tab, sorted by due date, with the most pressing items first. For a cross-client view of who needs attention today, the Today queue on your advisor dashboard ranks the contacts most worth reaching out to this morning.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.