Follow-up log — the printable queue for every job you’ve finished
One page for every finished job, sorted by when the next contact falls due — a running queue for the thank-you, review ask, and referral ask, instead of a date you’re trusting memory to catch.
This is a blank follow-up log — a form meant to be printed and filled in by hand. The table cells and blank lines below are intentionally empty.
Follow-Up Log
| Client | Job & date finished | Thank-you | Review asked | Referral asked | Next contact due — and what for | Done |
|---|---|---|---|---|---|---|
- Same day — thank-you
- 2–3 days — review ask
- One nudge, then stop
- After a second job — referral ask
- 6–12 months — check-in
- A year of silence — win-back, once
These are shared with the invoice and quote generators and the template packs, too — nothing here is sent to us. See or clear all your saved details on the free tools page.
Every sheet below is ready to print as-is — just press ⌘/Ctrl + P. Fill in the business name and contact line above and every sheet on this page updates — or just press ⌘/Ctrl + P, every sheet below is ready to print as-is.
How to use this sheet
Start a row the day a job finishes, while the details are still in front of you — who it was, what the job was, and the date. Leave the thank-you, review, and referral columns blank until each one actually happens, then mark the date it did.
The sixth column is the reason to keep this sheet at all — write in when the next contact is due and what it’s for, whether that’s a review nudge three days out or a check-in eight months out. Sorted by that column, the sheet turns into a queue — scan down it on a slow Friday and see who’s due this week without pulling a single client file.
That queue is what separates it from a client card — a card holds one client’s whole history, filed for the day you need that one client. This log holds every client’s next date, in the order those dates fall, for the week you’re trying to plan. Keep both — the card for the history, this log for the queue.
The legend under the table is lifted straight from what to do after the job, so the cadence is on the page even when the guide isn’t open. For dating one job’s six checkpoints on screen and getting a calendar file out of it, the follow-up planner does that — this sheet is for running the whole client list on paper.
Common questions
Is this different from the client card?
How is this different from the follow-up planner tool?
What if a job doesn’t need all six steps?
What happens once a client’s had several jobs?
Keep reading
One sheet works. Six jobs at once is where paper stops.
This sheet is genuinely free to reuse forever — print it as many times as the job needs. BizBinder is for the point after that: when the same client, job, and invoice details need to live somewhere they can’t be left behind on a job site, and the follow-up they’re waiting on doesn’t depend on you remembering which pile it’s in.
You are on the list.
A person reads every request. You will hear from us within one business day.
- 01 A person reads your note — not a queue.
- 02 You get an invite as spots open.
- 03 Your admin starts filing itself.
The free library is open while you wait. Nothing in it needs an account.
- guide What to do after the job — the follow-up that wins the next one One fixed routine covers the thank-you, the review ask, and the referral ask below.
- tool Client follow-up planner Put in the date a job finished and get the six follow-ups that win the next one — thank-you, review ask, one nudge, referral, check-in, win-back — as real dates you can copy or drop straight into your calendar.
- tool Job profit check Type in the price you charged, your direct costs, and the hours the job actually took — on site, travel, quoting and admin — and see the real hourly rate it paid against your own target.