Weekly Follow-Up App Instructions

What This App Is For

Our follow-up app helps us care for people who visit church, pray, or need continued contact.

Instead of texting lists back and forth, each follow-up worker can open the app, see their assigned people, update the follow-up status, add notes, and schedule the next follow-up date.

This helps us stay organized and make sure no one falls through the cracks.

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Step 1: Open the Weekly Follow-Up App

Open the Weekly Follow UP app on your phone.

You will see a list of people assigned for follow-up.

Each person will show their first and last name. You may also see a phone icon on the right side that lets you quickly call them.

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Step 2: Choose the Person You Are Following Up With

Tap the name of the person you contacted or plan to contact.

This will open their follow-up record.

You may see information such as:

• Member Status
• Event Prayed
• Assigned Worker
• FW-UP Status
• Next FW-UP
• Worker Email
• Date Prayed
• Notes
• Prayer Request

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Step 3: Edit the Follow-Up Information

To update a person’s follow-up, tap the edit pencil button.

Then update the fields that apply.

Important fields to update:

• FW-UP Status
• Last FW-UP
• Next FW-UP
• FW-Stage
• Notes
• Prayer Request

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Step 4: Set the Next Follow-Up Date

If the person still needs follow-up, set a date in Next FW-UP.

This tells the app when this person should be contacted again.

For example, if you set the next follow-up date to 05/20/2026, the app can send you a reminder notification on that date.

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Step 5: Save Your Changes

After you update the follow-up information, tap Save.

Do not forget to save, or your updates may not be recorded.

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Reminder Notifications

If you set a Next FW-UP date, the AppSheet app can send you a notification.

The notification may say something like:

This reminder helps you remember who needs another contact.

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Understanding FW-UP Status and FW-Stage

When you update a person in the follow-up app, you will see two important dropdowns:

1. FW-UP Status
2. FW-Stage

These are not the same thing.

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FW-UP Status

FW-UP Status tells us what is happening with the person right now for this week’s follow-up.

Use this field to report the current follow-up result.

FW-UP Status Options

New

Use this when the person is new and has not been assigned or contacted yet.

Assigned

Use this when the person has been assigned to a follow-up worker but has not been contacted yet.

Contacted this week

Use this when you successfully contacted the person this week by text, phone call, in person, or another method.

No Answer

Use this when you tried to call or contact them, but they did not answer.

Example note: Called but no answer. Try again next week.

Left Message

Use this when you left a voicemail or sent a text message but have not heard back yet.

Example note: Left voicemail and invited her to service.

Visit Scheduled

Use this when a visit has been scheduled with the person.

Example note: Visit scheduled for Thursday evening.

Needs Another Contact

Use this when the person still needs more follow-up.

Examples:

• They replied but have not come back yet.
• They said they may come Sunday.
• They need another reminder or invitation.

Needs pastor

Use this when the person needs pastor follow-up.

Examples:

• They requested prayer or counseling.
• They have a serious need.
• They asked to speak with the pastor.

Completed this week

Use this when you finished the follow-up needed for this week.

Example note: Contacted this week and updated their information.

Not interested

Use this when the person clearly says they are not interested.

Example note: Said they are not interested in follow-up at this time.

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FW-Stage

FW-Stage tells us where the person is in the bigger follow-up and discipleship process.

This is more than just one phone call or text. It helps us know where they are spiritually and relationally.

FW-Stage Options

Contacted

Use this when the person has been contacted.

Visit Scheduled

Use this when a home visit, outreach visit, or meeting has been scheduled.

Came to Church

Use this when the person came to a church service.

Worship

Use this when the person is beginning to attend worship services more consistently.

Fellowship

Use this when the person is connecting with people in the church.

Examples:

• They are coming to church events.
• They are spending time with church people.
• They are building relationships.

Devotion

Use this when the person is beginning to pray, read their Bible, or build personal devotion.

Evangelism

Use this when the person is beginning to witness, invite others, or be involved in outreach.

Baptized

Use this when the person has been baptized in water.

Discipleship

Use this when the person is becoming established and personally discipled.

Reproducing / Helping Others

Use this when the person is now helping others, following up with others, inviting others, or becoming fruitful.

Not Interested

Use this when the person is no longer interested in follow-up or church involvement.

Needs Pastor

Use this when the person needs direct pastor care, counsel, or follow-up.

Completed

Use this when the follow-up process is complete for that person.

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Example Updates

Example 1: You called someone, but they did not answer

• FW-UP Status: No Answer
• FW-Stage: Contacted
• Next FW-UP: Set a new date to try again
• Notes: Called but no answer. Try again next week.

Example 2: You texted someone, and they said they may come Sunday

• FW-UP Status: Needs Another Contact
• FW-Stage: Contacted
• Next FW-UP: Set a date before Sunday
• Notes: Texted invite. They said they may come Sunday.

Example 3: Someone came back to church

• FW-UP Status: Completed this week
• FW-Stage: Came to Church
• Notes: Came to Sunday morning service.

Example 4: Someone wants a visit

• FW-UP Status: Visit Scheduled
• FW-Stage: Visit Scheduled
• Next FW-UP: Set the visit date
• Notes: Visit scheduled for Thursday evening.

Example 5: Someone asked to talk to the pastor

• FW-UP Status: Needs pastor
• FW-Stage: Needs Pastor
• Notes: Asked to speak with Pastor about family situation.

Example 6: You left a message but did not hear back

• FW-UP Status: Left Message
• FW-Stage: Contacted
• Next FW-UP: Set a date to try again
• Notes: Left voicemail. No response yet.

Example 7: Someone says they are not interested

• FW-UP Status: Not interested
• FW-Stage: Not Interested
• Notes: Said they are not interested in church or follow-up right now.

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Good Notes Examples

Please keep notes short and clear.

• Texted invite to Sunday service. No reply yet.
• Called and left voicemail.
• She wants prayer for her family.
• Said he may come Wednesday.
• Wrong number.
• Needs a ride. Please follow up.
• Spoke with her. She said she wants to come Sunday.
• Asked for pastor to call.

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What Every Worker Needs to Do Each Week

1. Open the Weekly Follow UP app.
2. Review the people assigned to you.
3. Contact each person by text, call, visit, or in person.
4. Add the date you tried to reach LAST FW-UP
5. Update their FW-UP Status.
6. Update their FW-Stage if needed.
7. Add a short note.
8. Set the Next FW-UP date if they still need contact.
9. Tap Save.

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How to Add the App Shortcut

If you want the app to be easier to find on your phone, open the side menu by tapping the menu icon.

You may see options like:

• About
• Feedback
• Share
• App Gallery
• Add Shortcut

Tap Add Shortcut to place the app on your phone screen.

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Final Reminder

Please update the app every time you contact someone.

This helps the church know:

• Who was contacted
• Who still needs follow-up
• Who needs prayer
• Who may need a visit
• Who came back to church
• Who needs pastor follow-up

Our goal is to care for people well and stay faithful with the people God brings to our church.