Screenshots of a mobile app showing a message being composed and sent to Sarah, with a confirmation screen indicating the message was sent to Sarah.

The handshake is well supported. The follow-up less so.

HeyFollowUp · UX Research · UX Design 

People leave events with new contacts and good intentions. The follow-up window is short and often nothing happens after the initial connection.

I looked at where users were dropping off in this transition and redesigned key parts of the experience:

  • Capturing a connection while context is still fresh

  • Organizing contacts by relevance and priority

  • Supporting follow-up messages with structured AI assistance

Duration
9 Weeks

Team
Collaborated on stakeholder interviews; research synthesis, design, and prototyping led independently

Tools
Figma, Miro, Google Docs

The message stage is where follow-up stalls.

You leave an event with new contacts, sometimes dozens. Names go into your phone, cards get saved and there’s an intention to follow up. A few days pass, the context fades and when it’s time to write a message, it often doesn’t come together.

Problem Not all networking tools support what happens after a connection is made. Many are built around structured contact management, often feeling closer to a CRM than a simple follow-up tool.

Follow-up, in practice, needs to be lightweight and easy to return to not something that adds more process or complexity.

Gap After a connection is made, context fades quickly and there is little support for continuing the conversation.

Most tools don’t bridge the step between meeting someone and writing a follow-up message.

Design challenge Reduce the distance between meeting someone and sending a follow-up message.

Most tools stop at the connection. The follow-up is on you.

What existsMost networking tools focus on exchanging contact information. Some extend into contact management, but often around structured or CRM-style workflows.

What that revealed Capturing contacts at events is not the difficult part. The challenge comes afterwards, deciding who to follow up with, when to do it and what to say.

Most tools focus on storing or organizing contacts, but don’t support that moment of action. Information gets saved, but it’s not always clear how to turn it into a message or a next step.

A comparison chart ranking tools based on features like contact capture, context capture, post-event follow-up, visual memory, voice, and human-centered design, with a legend indicating supported, partial, not supported, and HeyFollowUp features, and a label for 'The gap' at the bottom.

Three different networkers. The same two breakdown moments.

Milton, Hannah, and Mindy had different networking styles and levels of experience. Across them, the research pointed to the same two points where things consistently broke down.

After the event There was no clear way to capture context before it faded.

Follow-up The message stage often stalled, with users unsure what to say or how to begin.

These two moments became the focus of the design work and shaped the rest of the experience.

Image showing three portraits of women with descriptions below each. The first woman is labeled as 'Novice Networker,' the second as 'Strategic Networker,' and the third as 'Seasoned Networker.' The first woman has dark skin, short curly hair, and glasses; the second woman has light skin and curly brown hair; the third woman has tan skin and straight brown hair.

Milton isn’t new to networking, but follow-up is where his confidence disappears.

“I don't think I have a pattern... it's a very disorganized way of reaching out to people.”

- Research participant

He leaves the event with three new contacts. He meant to follow up that night. He didn't.

A few days later he opens LinkedIn. Kate just started a new position. He remembers they talked about it but it's been almost a week and now it feels awkward to reach out.

He closes the app without sending anything.

HeyFollowUp surfaces Kate the morning after the event with the notes Milton captured when they met. The draft is already started, not written for him, just enough structure that he isn't starting from nothing. He edits two lines and sends it in four minutes.

The window stays open. The follow-up happens.

That's the moment the redesign was built for.

A person with glasses and a beige shirt, looking to the side, smiling slightly, with short curly hair. The image is part of a presentation slide titled "Guiding Persona Milton".

A contact list wasn't the problem.

The distance between opening the app and sending a message was.

Early wireframes used a structured contact list, searchable and filterable by relationship type and time.

The issue wasn’t the list itself, it was the distance between intention and action.

To follow up, users had to open the app, find a contact, recall context, and start writing, five steps before a single word.

This is where drop-off occurred.

Series of mobile app screens showing contact management features including a dashboard, contact profiles, notes, follow-up scheduling, and quick actions.

The design question was simple.

How do you get from intention to message in fewer steps?

The pivot

The experience shifted from a contact-first model to a dashboard-first flow. Instead of managing a list, users are shown relevant contacts based on relationship status and recency of interaction.

The focus is on surfacing the next likely action rather than requiring users to search for it.

Design principle

Does this reduce the distance between intention and sending a message?

Key changes

  • Quick actions surfaced directly within the main dashboard

  • AI draft available from reminders without additional navigation

  • Message suggestions introduced at the moment of contact capture, not only at follow-up

Three smartphone screens displaying a relationship management app. The first screen greets a user named Milton, showing updates like recent wins, relationship insights, and reminders. The second screen shows quarterly goals and relationship health scores. The third screen displays contacts with recent interactions and options to add new contacts.
Screenshots of a mobile app interface showing relationship management and contact tracking features. The left screenshot highlights a new connection with Sarah Bishop, while the right shows a relationship overview with multiple contacts including Sarah Bishop, Maya Patel, Daniel Lopez, and Alex Johnson.

Capturing a contact mid-conversation is its own kind of friction.

HeyFollowUp reduces that interruption by offering different capture options depending on the situation.

Selfie
A quick way to attach a face to a name.

QR scan
Instant contact exchange.

Business card scan
Capture details before they get lost.

Each option takes under thirty seconds. All entries are stored in one place, with notes, context tags, and a follow-up reminder already set.

Screenshots of a mobile app showing the process of creating a contact by scanning a business card, then a QR code, and taking a selfie for a contact management feature.
Screenshots of a mobile app showing a contact's profile details and activity. The profile belongs to Megan Richardson, a nonprofit program manager, with options to add contact info, notes, and follow-up reminders.
Screenshots of a mobile app process for following up after meeting someone. The steps include entering their name, a conversation about Sarah, drafting a follow-up message, and confirmation that the message has been sent to Sarah.

Users wanted help starting the message.

They just didn’t want it to sound like it came from someone else.

The hardest part of follow-up isn’t intent. It’s starting.

HeyFollowUp surfaces the right contact and drafts a message from the user’s notes. The AI handles structure; the user keeps the voice.

Screenshots of a mobile app interface showing communication and contact management features. The first screen displays a follow-up reminder for Sarah Bishop, with options to send a draft message or snooze, and a list of contacts. The second screen asks 'What kind of message?' with options like friendly, professional, neutral, and suggested follow-up messages. The third shows a drafted message to Sarah Bishop, marked as ready, with options to send via email or SMS. The fourth screen presents Sarah Bishop's contact details with tags such as designer, hiring, and priority, notes, and activity history like email follow-up.

Comfort with AI assistance came down to one thing.

Did it still sound like them?

I tested the experience with 7 users across two key moments: post-event organization and assisted follow-up.

Drafts were accepted when they were based on the user’s own notes and context. Email and SMS integration reduced the need to switch between tools. Reminders, notes, and tags helped keep connections active.

Users weren't resistant to AI help. They were sensitive to whether it still sounded like them. The concern wasn't using the system. It was losing ownership of how they communicate.

The follow-up happens when starting feels easier than not starting.