If you’re sick of letting LinkedIn connections slip through the cracks—or just tired of sticky notes and calendar hacks—this guide’s for you. Whether you’re in sales, recruiting, or you just want to keep your networking less chaotic, I’ll show you exactly how to use Leaddelta to schedule LinkedIn follow-up reminders that actually work in the real world. No vague “nurture your leads” advice, just a practical walkthrough, a few honest warnings, and some tips to keep things simple.
Why bother with follow-up reminders (and why Leaddelta)?
Let’s face it: LinkedIn messages are easy to ignore or forget. The built-in tools for reminders? Basically non-existent. If you’re working a lot of prospects, you need a system that doesn’t require a PhD in task management.
Leaddelta bills itself as a “CRM for your LinkedIn network.” Forget the marketing speak: it’s a browser extension and web app that lets you organize, tag, and set reminders for your LinkedIn contacts. The reminders feature is one of the few practical ways to keep yourself on track with follow-ups—without moving your entire workflow to a separate, complex CRM.
But quick reality check:
- Leaddelta isn’t a full-featured CRM. It’s not going to replace HubSpot or Salesforce if you need deal pipelines, email integration, or reporting.
- It only works with your first-degree LinkedIn connections.
- It’s built for Chrome, Edge, and Brave—if you’re a Firefox diehard, you’re out of luck.
If you just want a lightweight way to remember to ping prospects or follow up on conversations, it’s solid. Here’s how to actually use it.
Step 1: Set up Leaddelta and connect your LinkedIn account
Before you can schedule any reminders, you have to get Leaddelta up and running.
- Install the Leaddelta browser extension.
- Head to the Chrome Web Store (or the equivalent for Edge/Brave) and search for “Leaddelta.”
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Install the extension. You’ll see its icon pop up in your browser.
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Create a Leaddelta account.
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Go to the Leaddelta website and sign up. You’ll need to give it permission to read your LinkedIn data. Yes, it’s safe—just don’t be surprised by the required permissions.
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Sync your LinkedIn connections.
- Once you’re logged in, Leaddelta will start pulling in your first-degree LinkedIn connections.
- This can take a few minutes if you have a big network. Don’t panic if you don’t see everyone right away.
Pro tip: You don’t need to keep the extension open all the time, but you do need it for syncing and some features. If things seem off, try refreshing or re-syncing.
Step 2: Organize your prospects (don’t skip this)
You could just jump into reminders, but take five minutes to organize first—it saves a ton of headache later.
- Tag your prospects.
- Click on a connection in Leaddelta.
- Use the tagging feature to label them—think “prospect,” “warm lead,” “follow up Q2,” or whatever fits your workflow.
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You can bulk-tag people too. Filter by company, location, or import a CSV if you’re feeling fancy.
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Add notes.
- For each prospect, jot down where you left off in the conversation or what you need to follow up on.
- This isn’t a full-blown note-taking app, but it’s a lifesaver when you come back weeks later and can’t remember what you last talked about.
What works: Tagging and notes are simple, but they’re a real time-saver. Don’t overthink your tags—just enough to help you filter and sort.
What doesn’t: If you want multi-level tagging, color coding, or automated enrichment, you’ll be disappointed. Keep it basic.
Step 3: Schedule a follow-up reminder
Here’s where Leaddelta actually helps you not drop the ball.
- Find the contact you want to follow up with.
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Use search, filters, or tags to pull up the right person.
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Click the reminder (bell) icon.
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On their contact card, hit the bell. This opens the reminder scheduling dialog.
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Set your reminder.
- Pick a date and time for your follow-up.
- Add a note—something like “Send case study,” or “Check in about contract.”
- Save the reminder.
That’s it. When the reminder time comes, Leaddelta will ping you via browser notification or email (you can set your preferences in the settings).
Pro tip: Don’t set reminders for every single connection. Focus on real prospects or active conversations—the more noise, the easier it is to ignore.
Step 4: View, manage, and act on your reminders
Setting reminders is the easy part—remembering to check them is where most people mess up.
- Check your reminders dashboard.
- In Leaddelta, there’s a dedicated section (usually called “Reminders” or similar).
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Here you’ll see all upcoming and overdue reminders, sorted by date.
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Snooze, edit, or delete as needed.
- Got busy? Snooze or reschedule.
- If you’ve already followed up, mark as done or delete.
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Don’t let these pile up, or you’ll just end up ignoring them like unread emails.
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Use notifications wisely.
- You can get browser pop-ups or email reminders. Don’t turn on every notification unless you like being interrupted.
- If you’re the type to tune out browser notifications, set up daily or weekly email digests.
What works: The reminders dashboard is straightforward and hard to mess up. You can see what’s coming up at a glance and take quick action.
What doesn’t: No recurring reminders (yet), and no mobile app. If you’re on your phone a lot, you’ll need to check in via desktop.
Step 5: Actually follow up (and track your outreach)
Reminders are pointless if you don’t act on them. Here’s how to close the loop.
- Message directly from Leaddelta.
- For each reminder, you can click through to the LinkedIn message thread inside Leaddelta.
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Send your follow-up and add a note in Leaddelta if you want to remember what you said.
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Update tags or notes.
- After you follow up, change the tag (e.g., from “prospect” to “nurturing”) or update your notes.
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This way, you don’t lose track of where you are in the relationship.
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Mark reminder as done.
- Clear completed reminders so your dashboard isn’t cluttered.
What works: You can keep all your follow-up context in one place instead of bouncing between LinkedIn, your inbox, and a spreadsheet.
What doesn’t: There’s no automated “mark as done” if you reply on LinkedIn outside of Leaddelta. You’ll have to keep things updated yourself.
Stuff to ignore (or at least don’t stress about)
- Don’t overcomplicate your tags. Two or three categories is enough for most people.
- Skip bulk reminders. The urge to set reminders for 300 connections is strong, but totally unmanageable.
- Ignore the “power user” features unless you really need them. Templates, custom columns, and CSV exports are there, but most users never touch them.
If your needs outgrow Leaddelta—like you want deal tracking, team collaboration, or deep analytics—you’re moving into CRM territory. For most people just trying not to lose touch, Leaddelta is enough.
One last thing: keep it simple and iterate
You don’t need a perfect system. Start with just a handful of high-priority prospects, tag them, and set reminders for the next week or two. If you find yourself actually following up more, great—add more people. If not, tweak your approach. The tool’s there to help, not to give you another inbox to ignore.
That’s really it. Focus on what helps you build actual relationships, not just checking boxes. And if Leaddelta stops working for you, don’t be afraid to try something else. The best system is the one you’ll actually use.