I've been using Andsend since the early Alpha release in spring 2024. What started as a way to follow up with beta users turned into the backbone of how I manage all my professional relationships. Today I run around 250 active conversations through Andsend.
Managing that many relationships would be impossible without a system. Niche tools and hyper-productivity email apps exist, but they miss what modern relationship-building actually looks like. Real relationships span direct messages, emails, phone calls, meetings, and events. They are built over time through diverse interactions, not through a single channel. Andsend brings all of that together.
Here is what I've learned about getting the most out of it.
Start small, build the habit
Getting started takes about 15 minutes: connect your LinkedIn and email, and Andsend syncs your network automatically. From there, the daily investment is modest. Plan to spend 15 minutes a day (or 30 minutes every other day) working through your Actions feed. That's enough to stay present across far more relationships than you could manage on your own.
The key is consistency. When I started, managing 750 contacts took 60-120 minutes a day to get through 20-30 actions. Over time, I learned to balance efficiency with authenticity. The system gets better the more you use it, and so does your rhythm.
Organize with Smart Tags
Start by creating a few Smart Tags to organize your contacts by relevance. Smart Tags use AI to scan your conversations and LinkedIn profiles, so you don't need to sort through everyone manually. Common starting points include tags for existing customers, prospects, partners, and your personal network.
Use Actions as your daily starting point
The Actions feed is where your daily work happens. Andsend surfaces replies that need your attention, follow-ups based on conversation context, job changes, new connections, and scheduled check-ins. Each action comes with a suggested message you can review, edit, and send.
Open the feed each morning, pick a filter or tag, and work through the list. Most people find they can handle their daily actions in 10-15 minutes.
Stay present between active conversations
The biggest missed opportunities happen between deals. Contacts you had a great conversation with six months ago forget about you if you go silent. Use check-ins on your Smart Tags to set a keep-in-touch rhythm. Andsend will surface those contacts on schedule, or earlier if something relevant happens first.
This light, periodic outreach is what keeps relationships warm without feeling forced.
Set up Initiatives for active outreach
Once your tags are in place, create an Initiative for any active outreach goal. Booking meetings, sharing content, following up after an event. Initiatives give you a structured workflow with stages, so you always know who to contact next and what to say.
Work with your team
If your teammates are on Andsend, use Team Contacts to see your collective network. Before reaching out to a new account, check whether someone on your team already has a connection there. A warm introduction from a colleague is almost always the better path in.
What I've learned
Consistency beats volume. Fifteen minutes a day, sustained over months, builds a presence that most people can't match. Focus on the quality of each conversation, not the number of messages sent. And always review and personalize before you hit send. Andsend helps you show up at the right time. How you show up is still you.