STEP 01
Capture the card and say what mattered
Photograph the business card, then record or type who they are, what they need and the next step you agreed.
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CardToClose · Your first contact · Guide 2 of 2
Be the one who follows up first, and with intention.
Your first follow-up, ready before you leave the conference.
One photo of a business card. One short voice note. A follow-up that reads like you wrote it, ready while the buyer still remembers meeting you. Around two minutes, start to finish.
6 pages · Five clear steps · Around two minutes per contact · Works offline
What you are about to do
From a card in your hand to a reply in your inbox.
A contact record
A structured meeting report
A personalised follow-up draft
Your first contact
Three moments. One follow-up ready to send.
This page is the overview. Open a preview only when you want to see the detail in the guide.
STEP 02
Save it, and keep moving
Save the contact, then move to the next conversation while CardToClose prepares the contact record, meeting report and follow-up in the background.
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STEP 03
Review and send the follow-up
Check the meeting report and follow-up, then choose Email, WhatsApp or Copy. CardToClose never sends it on its own.
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Back to resources
Find every guide and practical tip in one place.
Resources is the main library for both onboarding guides and the tips to use once you are in the rhythm. Revisit Guide 1 whenever you need to update your workspace.
The finish line
Your first follow-up is ready while the buyer still remembers the conversation.
Repeat it for every card, and leave your next event with the admin already done. It takes about two minutes per contact and works offline, so a weak signal at the venue is no problem.