Customer Follow-Up Planner

Customer Follow-Up Planner

A focused planning tool for turning an enquiry or sent quote into a clear sequence of next actions.

THE PROBLEM Small businesses often know they should follow up, but the timing and wording are inconsistent. Leads are either forgotten or contacted without a clear plan.

THE SOLUTION The planner asks for the customer, service, current lead stage, urgency and last contact date. It then creates a three-step schedule suited to a new enquiry, a sent quote or a quiet lead.

WHAT I BUILT • Stage-aware follow-up sequences • Urgent, normal and low-priority timing • Clear dated actions • Completion tracking • Copyable action plan • Local progress saving • Responsive layout for mobile and desktop

WHY IT IS USEFUL The planner creates a repeatable habit around customer follow-up while keeping the process simple enough to use every day.

Built as an original working portfolio project. No client or revenue claims are attached to it.