Service Guides
Manage People And Follow Ups With Useful Context
Save a contact, remember a conversation, choose a follow-up date, and mark the action complete after you do it yourself.
Remember the detail that matters and plan a next step you would actually take. You control every message.
Step One: Add A Person
Open People in your workspace and choose Add A Person. Enter the name, then add useful context such as company, role or email address only when you have it and a reason to keep it. Contacts are entered manually; the service does not import your address book.
UC Berkeley describes informational conversations as a way to learn about a field or organization. Save context from the actual conversation, not a generic profile of the person.
Step Two: Keep A Useful Conversation Note
Add a short note about what you learned, what you said you would do and anything the other person specifically offered. Separate an idea from a promise. Keep only information you have a right to retain, and avoid unnecessary personal details.
For a fictional example, a professional suggests reading about a product team. The useful note records the reading suggestion and your plan to follow it. It should not say the person promised an introduction when they did not.
Step Three: Plan And Complete Your Own Follow Up
Choose a Next Follow Up date when you have a meaningful reason to contact the person again. Open Follow Ups to see records still marked Open. After you take the action yourself, mark it Complete so the list reflects what happened.
The date is your planning record, not an automatic reminder. Omni MBA does not send messages, book meetings or contact people for you. If no useful next message exists yet, take the action from the conversation first and return when you have something to share.
Sources And Context
These sources inform the guidance. The examples and suggested workflow are Omni MBA's own illustrations.
Prepared with AI assistance. No individual hiring outcome is promised. Contact Us About A Correction.
Put It Into Practice
Organize Your Contacts
Add one person, record one useful detail and choose a follow-up you will perform yourself.
Organize Your Contacts