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CADENCES AND CLIENT FOLLOW-UP

Never miss an update.
Know who to chase.

Set an update cadence for each client and Angelwood reminds your team when it’s time to draft, approve or send. Portal activity shows who still needs a follow-up.

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Starter includes one scheduled cadence; Growth and Agency include more.

Cadences keep updates on schedule

Each portal can have an update cadence: weekly, bi-weekly, monthly or manual. When an update is due, Angelwood reminds the team in three stages: time to draft, review and approve the draft, then send it. The portal shows a banner when an update is ready to send.

Portal activity shows who needs a follow-up

The portal’s Clients tab shows each contact’s status, including who hasn’t viewed the portal yet, and the Overview shows recent activity. That tells you the difference between a client who hasn’t seen an update and one who has seen it and is stuck, so your client follow up can be specific.

Need the words? Use our gentle follow-up email templates.

HOW TO

How to use update cadences and follow-ups in Angelwood

Set an update cadence

  1. Open portal settingsIn Portals, open the client’s portal and go to Settings.
  2. Choose the frequencyUnder Update Cadence, set the Frequency to weekly, bi-weekly or monthly. The settings show when the next update is scheduled and when the last one was sent.
  3. Act on remindersWhen the cadence comes round, you’ll be reminded to draft the update, then to approve it, then to send it. Follow the reminder to the portal and finish the step.

Find who needs a follow-up

  1. Check the Clients tabIn the portal, open Clients. Contacts marked Not yet viewed haven’t opened the portal.
  2. Check pending approvalsOn the Approvals tab, pending requests show who still needs to respond.
  3. Follow up with contextSend a short message that links to the exact item and the date you need a response, or resend the portal invitation from the Clients tab.

GOOD QUESTIONS

Questions about this feature.

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Does a cadence send updates automatically?

No. A cadence reminds your team when to draft, approve and send. Every update is still reviewed before it reaches the client.

How many cadences can I run?

Starter includes one scheduled cadence. Growth and Agency include more; see [pricing](/pricing) for the current limits.

How do I know if a client has seen the portal?

The portal’s Clients tab shows contacts who haven’t viewed it yet, and the Overview lists recent activity.

KEEP EXPLORING

Related features and guides.

Client follow-up email templatesClient updatesClient approvals

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