Using and org-agenda for prospecting clients has been quite fun for me.

The workflow:
Each client has a "rich" org file where I set reminders and todo actions. Then, when after a call, my only rule is to set a todo action so that I'm forced to come back to the file at some point.
Files are regularly and automatically commited to a git repo (just in case).

I haven't yet found a great way to sync Orgly with the files. Tried pcloud, but the syncing is not that great. To be continued!

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