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The single most predictive habit of users who stay on Octolane past 6 months.

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Setup

  1. Turn on auto-follow-up drafts with manual approval
  2. Set follow-up windows per stage (e.g. 2 days post-demo, 7 days post-proposal)
  3. Save a view: “Drafts awaiting approval”
  4. Calendar block 15 minutes daily at the same time

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Daily ritual

  • Open the approval queue
  • Approve, edit, or reject. Never skip
  • Anything genuinely not worth a follow-up: snooze, don’t ignore