Client follow-up planner
Type in the date a job finished. You get the six after-the-job checkpoints back as real dates. You also get a copy-paste plan and a calendar file for your own calendar. Updates live as you type. No signup, nothing saved, nothing sent anywhere.
Runs entirely in your browser. We never receive or store the client details and dates you type. Your own browser writes and saves the calendar file. Why we can say that →
Client follow-up planner
Turns on the referral ask. The FAQ below says why.
Only used while a repeat interval above is set.
Adjust the spacing
The six checkpoints come from the after-the-job guide. The timing runs from same day, to 2–3 days, to 6–12 months. One nudge then stop. A referral ask comes after the second job. A win-back goes out after a year of silence. The days below for the nudge and the referral ask are BizBinder defaults. They are not rules from that guide. Change them if your own timing differs.
| When | Checkpoint | Why | Script |
|---|---|---|---|
| Same day | Thank-you | A same-day thank-you, while the work is still fresh, reads as care and not a sales pitch. Keep it apart from the invoice. Then “thank you” and “please pay me” do not land in one awkward message. | Copy the script |
| 3 days later | Review ask | Ask while the work is still fresh. You get a more specific, more useful review than you get weeks later. Say “no pressure” up front. Then the ask does not read as an obligation. | Copy the script |
| 7 days later | Review nudge (only if you have not heard back, then stop) | One short nudge covers the case where the first ask got buried in an inbox. A second nudge reads as pressure, not a reminder. | Copy the script |
| 14 days later | Referral ask (after a second job or more) | Name who you want the introduction to. Do not just say “anyone”. The client then has a clear task. A vague ask is one they mean to follow up on and forget. | Copy the script |
| 6–12 months on, a few weeks before it’s due | Next-service check-in (if the work repeats) | A reminder tied to a real service interval reads as a helpful heads-up, not a pitch. The client would otherwise have to track that information themselves. | Copy the script |
| About a year after the last message | Win-back (only once the client has gone quiet) | One low-key message with an easy no costs nothing. It sometimes reopens work that lapsed for reasons that had nothing to do with the work. | Copy the script |
All six scripts, ready to personalize the same way, live at the after-the-job templates. This planner only turns the guide’s timing into dates you can act on. Doing this on paper for the whole client list instead of one job at a time? Try the printable follow-up log. See all free tools.
The routine only works if something tells you it’s due
What to do after the job lays out six checkpoints. They turn a paid invoice into the next job or a referral. The guide ends with this point. These messages work. They fail because nothing on a to-do list tells you they are due. A calendar reminder fixes that. This tool builds the reminder. It does not replace the message.
Type in the date the job finished. Every checkpoint below becomes a real date. The thank-you goes out the same day. The review ask follows a few days later. Send one nudge if you hear nothing, then stop. Send a referral ask once the client is back for a second job. Send a seasonal check-in for anything that repeats. Send a once-only win-back if a client has gone quiet for a year. Copy the plan as text, or download it as a calendar file. Your own calendar then carries the reminder.
Why the referral ask and the check-in aren’t automatic
The referral ask only appears once “second job or more” is ticked. A first-time client is a weaker person to ask than a client who has already called you back. The guide gives the reason. A client who returned once has shown that the first “great job” was real, not just polite. The seasonal check-in only appears once a repeat interval is set. It is for a client on a known cycle. Examples are a cleaner’s six-month deep clean, an electrician’s annual panel inspection, or a photographer’s yearly event. It is not for a one-off job with nothing scheduled to repeat.
The win-back checkpoint drops off the plan when you set a repeat interval of 12 months or less. This is on purpose. A client already on a check-in cycle has not gone quiet. Both messages in the same month would make this tool argue with itself.
Getting the dates right
A date typed into a browser can drift by a day. It depends on how the browser parses the date and where the reader is. So this page reads the finish date as a local calendar date. It does not convert the date through a time zone first. Adding months has its own trap. Six months on from the 31st of a month can land past the end of a shorter month. So the page uses the last real day of the target month. It does not roll into the month after. Every date on the page uses your own browser’s date format.
Common questions
When should I ask for a review after a job?
Two to three days after the thank-you. By then the client has had a chance to see or use the finished work. It is still fresh enough to write about. If you wait weeks, the review is usually vaguer, if you get one at all.
Can I offer a discount in exchange for a review?
No. Google’s review policies ban payment, discounts, or free goods and services in exchange for a review. In the US, the FTC’s Rule on the Use of Consumer Reviews and Testimonials also applies. It makes it unlawful to give compensation or other incentives that depend on a review with a particular sentiment. This applies whether the condition is express or implied. Disclosing the incentive does not fix that. A discount for a referral is a different thing, and it is allowed.
Isn’t a calendar reminder enough?
Yes, and that is what this builds. There is no product behind it. Type in a finish date and get the six checkpoints as real dates. Then copy the plan, or download it as a calendar file. Your own calendar carries the reminder from there.
What if the invoice hasn’t been paid yet?
The thank-you still goes out the same day, apart from the invoice. One message with both “thank you” and “please pay me” usually reads as an awkward ask. The rest of the plan runs from the day the work finished, not the day it was paid for.
Do I run this for every client?
The thank-you and review ask, yes, for every job. The referral ask is for a client who has come back a second time, not a first-time client. The seasonal check-in is only for work that repeats. The win-back is for a client who has gone quiet. A client already on a check-in cycle has not gone quiet. So a repeat interval removes the win-back from the plan.
Want each client’s history in one place?
You still send every message yourself. No software writes a thank-you worth reading. BizBinder’s client page keeps each client’s jobs and invoices together. You can see when you last worked for them, and whether they came back for a second job. You do not need to remember a date you typed in once here.
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 routine covers the thank-you, the review ask, and the referral ask.
- tool Job profit check Enter the price you charged, your direct costs, and the hours the job took. Hours include site, travel, quoting, and admin. The tool shows the real hourly rate against your target.
- tool Callback profit check Enter what the original job charged and cost. Then enter what the return visit takes: travel, time on site, and parts. The tool shows the callback as a share of that job’s profit. It also shows its much smaller share of the price.