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Free Printable Client Follow-Up Tracker for Small Businesses

Most lost sales are not rejections, they are silence. Log every enquiry here with the next step and a date, and check the page every morning.

Free. No sign-up. Opens your browser's print dialog: choose "Save as PDF" to keep a copy.

Client Follow-Up Tracker

fullybookedguides.com

Enquiries and quotes

DateNameSourceWhat they wantQuote sentNext step + dateStatus

Daily rhythm

  • Reply to new enquiries within an hour in business hours
  • Follow up on every quote after 2 days, then 7 days
  • Ask lost leads one question: what made you choose someone else?
  • Move won clients to your review request list

Questions

How many times should I follow up?

Two or three polite follow-ups spread over a couple of weeks is normal for quotes. Stop when someone says no, and follow any rules on marketing messages.

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