We use the Acuity Scheduling software. It is great for following up with clients, appointment reminders, as well as tracking information and important dates. We also use a e-newsletter software that lets us know who has see. Our emails, who has opened our emails, as well as who yet to engage.

Also, as a general practice, we like to have meetings with potential/interested parties before they work with us so we can create a relationship, and progress towards everyone's desired goals.