Free tool · Lead Follow-Up Planner
What happens after someone contacts us?
Get a plan for who answers new contacts, what they ask and how fast they reply.
Have ready: your business hours and who answers new calls and messages.
Your plan
What you type in this tool stays in your browser.
See an example
| What you enter | Value |
|---|---|
| Who answers | Sam, service coordinator (made up) |
| What comes in | Estimate requests |
| Questions to ask | What work do you need done? / What is the address for the job? |
| How to reach them | Email, only if they agreed |
| Did they agree? | Not yet known |
| What you get | Value |
|---|---|
| Your plan | Names Sam and the 2 questions |
| Permission | Marked as not known, so no outreach is approved |
Use this example to see how it works. Then use your own numbers.
What this means
The plan names who answers and what they ask. Because it is not clear if the person agreed, the plan does not approve any outreach. Settle that first.
Details: what this tool can’t do, and how we handle your information
What it can’t do
- The tool does not upload contacts. It does not send messages, reminders or bookings.
- No reply time works for every business. The tool is not a legal check.
- You saying your process is fine does not mean each person agreed to be contacted.
Your information
What you type stays in your browser unless you copy, print or download it. Do not enter phone numbers, emails or private client details. If you reload the page, your work may disappear. This describes how the tool itself works. Other scripts on this website have their own privacy rules, so read our privacy policy before you enter private business information.
Questions
Does this connect to my customer list system?
No. If you like the plan, copy it into your own system.
Will it follow up for me?
No. It makes a draft on your device. You and your team do the sending and check that people agreed.
What to try next
- Marketing Results Calculator →
See what your marketing cost and what it brought in.
- Website Next-Step Check →
Check that visitors can tell how to reach you.
Want the thinking behind it? Read the guide: Getting calls but no customers? Check these five places →