Partners and giving
Yearly reviews and guided follow-ups
A reminder to review each partnership, with a checklist for the conversation.
Premier plan
Yearly partnership review
Choose Yearly review on a row in the Commitments table, then pick near year-end, the partnership anniversary or a date you choose. It is internal only: nothing is sent and no meeting is booked.
Each partnership has one open review at a time. Completing it plans the next one. Turning it off, or ending the partnership, stops future reviews and keeps the history.
The guided follow-up
The follow-up screen shows your last meaningful conversation, preferences, boundaries, promises, commitments and recent gifts. It then walks you through Prepare, Conversation and Wrap up. Your draft saves itself.
Only your final answer logs contact:
| Your answer | What it does |
|---|---|
| We had the conversation | Logs a meaningful conversation. |
| I tried | Logs an attempt. Care timing isn't reset and the task stays open. |
| Not needed this time | Closes it without logging a conversation. |
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Still need help?
Send us a message on the Contact page, or email contact@nehemiah.fyi.