OfferFlow

How-to guides

A person's page

Everything with one person in one place. When they reply, the answer is already written under their message.

Drawn from the app, with made-up people and firms.

When they reply

Their message is on the page, and under it the answer is ready to check. Every other email with them is folded into one line, "Emails with" and their name, newest first: tap it to open the list, then tap any email to read it in full.

Book itthey proposed a time and you're free
"Daniel proposed Tuesday at 2. You're free then." One tap sends a short confirmation in the thread and the calendar invite, with them as a guest. Busy then? The answer offers other times instead.
Sendthey asked when you're free
Three times on different days, from your calendar, in their time zone. Tap × on a time to drop it, or More times.
Send with resumethey asked for it
Answers with your resume attached.
Text Daniel / Call Danielthey asked you to text or call
Opens your phone with their number. Then Yes, I sent it or Not yet.
Open booking pagethey sent a booking link
Book there, then I booked a time saves the call, with a short note to send if you like.
Pick a time and send an inviteunder the answer
Pick the time you agreed. One tap sends the reply and the invite.
I booked it myself
Saves a call you set up another way. Nothing is sent to them.
Write my own
Clears the answer to your greeting and sign-off.

They passed for now? A short thank-you is written, and they are archived with a note; Bring back restarts. "Try again around March"? A link sets a reminder for that day, with a draft ready that morning. Answered them another way? Clear it.

The call

Open prep sheetthe call card
Your opening line, questions and notes.
Join callor Call, with their name
Opens the video call, or calls them. In the last 30 minutes it moves to the top, with a countdown.
Reschedule
Opens the invite in Google Calendar. Move it there, and this page updates within a minute.
Cancel call
Opens Google Calendar to delete it there.
The call is donefrom the start time
Turns the card to how it went.
It didn't happenafter the call
Takes it off your calls, with Offer new times.
Offer new timesthey declined
Answers with new times from your calendar.

After the call

Once the call ends, its card asks "How did it go with Olivia?". Tap a face from Rough to Great, and write one thing they said. That is the call's notes, and the thank-you is written from it.

Your thank-you
Written from your note. You read it and tap Send, best the same day.
Write the thank-you myselfno note yet
Write it without a note.
Set the follow-upyour note names a time
A follow-up for that day, with a draft ready that morning.
Call notes
Every call's notes, newest first.

Follow-ups

No reply? On the follow-up day (day 7 unless you change it), Write the follow-up writes three sentences in your voice, in the same thread. You read it and tap Send. Outside their working hours the button is Send at 10:30 AM their time. A reply cancels it.