FOLLOW UP WITH A REASON

Estimate Follow-Up Sequence Builder

Plan a sequence around the customer’s unresolved decision. Assign a purpose to each contact and a clear condition for stopping it.

Leave with a usable record

Create an editable follow-up schedule by customer decision state with stop rules and owner assignments.

No sign-up. No automated messages. Download and review your own work.

Your entries stay in this page’s memory. This utility does not submit or save them. Download a JSON file to resume later; closing or refreshing the page clears the entries. Avoid confidential information.

Fields marked * are needed for a complete working brief. Unknown details can remain blank and will be flagged.

Set the context

Add the working details

Your working brief

Your working brief will appear here.

Resume from a saved file

Choose a JSON file previously downloaded from this utility. Loading replaces the current entries after confirmation. Maximum 1 MB and 60 items.

Saved JSON file

Before you use the output

Offsets produce proposed dates only. Recheck the customer state before every contact.

Keep the sequence proportional to the actual decision; a calendar is not permission to keep sending.

Dates use calendar days, not business days; confirm weekends and holidays yourself.
Accepted, declined and do-not-contact states stop the whole proposed sequence.
This tool schedules nothing and sends no messages.