Customer Follow-Up Planner
Christopher Martin
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.
TRY THE WORKING TOOL
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Posted Sep 21, 2026
Self-directed sample with fictional data: a dated planner sets follow-ups from lead stage and urgency. No paid-client outcomes claimed.
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