follo User Guide

From first lead to daily habit.

follo works best when it stays simple: use the purple orb to save a lead where you find them, give the relationship a next step, and let Today’s Focus bring the right people back at the right time.

Every current follo feature is free forever for up to 15 saved leads.

1SaveCapture the relationship
2ScheduleChoose the next step
3FocusWork what matters now
4AdvanceUpdate and keep going
01
First five minutes

Set up follo once.

  1. Install follo.Add it from the Chrome Web Store.
  2. Pin the extension.Select Chrome’s puzzle-piece icon, then pin follo so it is always easy to open.
  3. Open the side panel.Select the follo icon. The panel stays beside the page where you are working.
  4. Save one real lead.On Gmail, LinkedIn, Salesforce, or HubSpot, select the purple follo orb. If it is not available on the page, use + Lead in the side panel.
Start small.

Your first goal is not to import every name you know. Save the active relationships that deserve another conversation.

The follo side panel with Today’s Focus dashboard
02
The follo orb

Start with the orb, right where you work.

  1. Open the page.Go to the Gmail thread, LinkedIn profile, Salesforce record, or HubSpot page containing the lead.
  2. Select the follo orb.On supported Gmail, LinkedIn, Salesforce, and HubSpot pages, the orb helps you capture the lead in front of you.
  3. Choose and review.Confirm the name, company, email, source page, temperature, and first follow-up date.
  4. Save.Nothing is added until you choose to create the lead.
+ Lead is your fallback. If the orb is not available on the page, open follo’s side panel and select + Lead. It can look for visible contact details, or you can enter them manually. Review everything before saving.
The follo orb beside a LinkedIn profile and a lead ready to save
03
Keep the promise

Give every active lead a clear next step.

Stage

Reached Out, Waiting, Engaged, Meeting, and Opportunity Created describe where the relationship stands.

Next action

Follow Up, Waiting, Engaged, Meeting, and other actions describe what should happen next.

Date

Tomorrow uses the next business day, Next Week schedules quickly, and Pick Date gives you exact control.

When you update a next step, add an optional note in the same flow. Keep it short: what happened, what matters, and what you want to do next.

Need to pick up the work first? Open a saved lead’s Touchpoints to return to its email thread, CRM record, profile, or other source page. Use Attach page to keep another page with that relationship.

An expanded follo lead with Follow Up selected and the note and date choices open
04
Today’s Focus

Start with the leads that need you now.

Today’s Focus uses due dates, inactivity, temperature, relationship stage, and missing next steps to organize the work that deserves a look.

  • Overdue: a promised follow-up date has passed.
  • Waiting: the relationship is waiting on a response or next touch.
  • Risk: an important relationship may be going quiet.
  • No Step: an active lead has no clear next action.

Select any tile to work that queue in Spotlight. Or start a Focus Sprint, choose the number of leads you have time for, and work one relationship at a time.

Follo Focus Sprint guiding a user through an anonymized priority lead
05
Cadences

Plan several touches without automating the relationship.

Use a cadence when you already know the next few dates on which you want the relationship to return. Choose up to six dates, then start the cadence.

follo reminds; you communicate.

A cadence never sends an email or message. Open Note & options to add context, edit future dates, or end the cadence.

06
Companies

Work the account without losing the person.

Open Companies to see saved leads grouped by account. Expand a company to compare its contacts, stages, temperatures, and next steps without turning individual relationships into one generic record.

  1. Expand a company.See every saved contact at that account.
  2. Open a lead.Update the individual relationship, then return to the same place in the company list.
  3. Manage the group.Correct or reorganize the company when contacts need to be grouped differently.
follo Companies view with an expanded account and several contacts
07
Momentum

Measure progress, not motion.

Momentum starts with the relationships you followed up with and shows the recorded outcomes that followed. Switch between Week, Quarter, and Year to see whether the work is going somewhere—not only how many touches you logged.

  • Followed up: relationships with recorded follow-up activity in the period.
  • Moved: relationships with recorded progress after follow-up.
  • Meetings, opportunities, wins: later outcomes recorded for those relationships.
  • Relationship view: open the leads behind each stage.

Momentum is directional, not a forecast or proof that follow-up caused an outcome. Its story improves as you record your touches and next steps in follo.

Follo Momentum with demo followed-up relationships and recorded outcomes
08
Gentle reminders

Let follo bring you back—without interrupting the work.

When follo is not already open, a compact browser card reminds you that priority leads are waiting. It stays available until you start, snooze, or dismiss it. If the card cannot appear immediately, a persistent Chrome notification holds your place and follo offers the card when you return to an accessible page.

Open My briefing inside follo whenever you want the same focused summary on your terms. Reminder controls are available in follo settings.

09
Your data

Keep a backup of the relationships you saved.

Your lead records stay in Chrome extension storage on your device; follo does not keep a server-side copy of your lead list. Use Export Leads near the bottom of the side panel to create a backup, especially before uninstalling the extension, clearing Chrome data, or changing browser profiles.

Export

Create a file containing your saved follo records.

Import

Restore that file from the same area in follo.

Read the complete follo Privacy Policy for details about local storage, website access, and optional Pro validation.

Export Leads and Import Backup controls at the bottom of the follo side panel
10
Free and Pro

Stay free—or make room for more leads.

follo is free forever for up to 15 saved leads, with every current feature included. follo Pro removes the 15-lead plan limit and is designed to hold the full active workload of an individual sales professional.

The follo Pro activation page showing the three activation steps
After checkout, the activation page walks through copying the Polar key and activating it in follo.
11
Quick fixes

When something does not look right.

The orb is unavailable, and + Lead did not find the right contact.

On a page without the orb, highlight the contact details and select + Lead again. You can always enter or correct the fields manually before saving.

A saved lead is not being recognized.

Open the full email thread, profile, or CRM record so the identifying details are visible. If the page recently changed, refresh it once.

I do not see a reminder.

follo does not show the browser reminder while its side panel is already open. Also check that Chrome notifications are allowed for the extension.

I am moving to another browser profile or computer.

Export your leads first, install follo in the new Chrome profile, and import the backup there.

Still stuck?

Tell us what happened, the website you were using, and the steps that led to it.

Contact follo Support