Small Business · 7-page Web Story

A Simple Customer Follow-Up Routine

Give each enquiry a next action and date, then review what needs attention.

Read the story at your own pace

Original illustrations explain the workflow. They do not represent product testing or captured app screens.

Updated 26 October 2026

Page 1 of 7
Who needs your next action?
Keep enquiries in one place instead of remembering every conversation.
Page 2 of 7
One enquiry, one reference
Assign a permanent ID and record the request. A new request from the same customer gets a new ID.
Page 3 of 7
Choose an action and a date
Write something specific, such as sending a revised quote. Set when you will do or review it.
Page 4 of 7
Fix missing details first
An enquiry without a plan is not a healthy due list. Resolve setup issues before relying on the flags.
Page 5 of 7
Review what is due
Check overdue and due-today actions against the original conversation before contacting anyone.
Page 6 of 7
Update or close the enquiry
Set a new plan or close it. Respect a request to stop contact, even if an old date remains.
Page 7 of 7
A cue, not an automatic reminder
The tracker needs your review. It does not send messages or reminders for you.