Client follow-up planner
Type in the date a job finished and get the six after-the-job checkpoints back as real dates — 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 — the client details and dates you type here are never sent to us, never stored on our side, and the calendar file is written and saved by your own browser. Why we can say that →
Client follow-up planner
Turns on the referral ask — see the FAQ below on why.
Only used while a repeat interval above is set.
Adjust the spacing
Same day, 2–3 days, one nudge then stop, after the second job, 6–12 months, and a year of silence all come from the after-the-job guide. The exact number of days below for the nudge and the referral ask are BizBinder defaults, not rules from that guide — change them if your own timing runs differently.
| When | Checkpoint | Why | Script |
|---|---|---|---|
| Same day | Thank-you | A same-day thank-you, while the work’s still fresh, reads as care rather than a sales pitch — and keeping it separate from the invoice means “thank you” and “please pay me” don’t get mashed into one slightly awkward message. | Copy the script |
| 3 days later | Review ask | Asking while the work is still fresh gets a more specific, more useful review than asking weeks later, and naming “no pressure” up front keeps the ask from reading as an obligation. | Copy the script |
| 7 days later | Review nudge — only if you haven’t heard back, then stop | One short nudge covers the case where the first ask got buried in an inbox; a second one after that reads as pressure, not a reminder. | Copy the script |
| 14 days later | Referral ask — after a second job or more | Naming exactly who you want the introduction to — not just “anyone” — gives a client something concrete to act on instead of a vague ask they’ll 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 an actual service interval reads as a helpful heads-up, not a pitch, because it’s genuinely useful information the client would otherwise have to track themselves. | Copy the script |
| About a year after the last message | Win-back — only once the client’s gone quiet | One low-key message with an easy no costs nothing, and occasionally reopens work that lapsed for reasons that had nothing to do with the work itself. | 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 own 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 that turn a paid invoice into the next job or the referral that brings one — and its own closing argument is that these messages don’t fail because they don’t work, they fail because nothing on a to-do list ever tells you they’re due. A calendar reminder covers that. This tool exists to build the reminder, not to replace the message.
Type in the date the job finished and every checkpoint below becomes a real date: the thank-you goes out the same day, the review ask a few days later, one nudge if nothing’s heard back and then a stop, a referral ask once the client’s back for a second job, a seasonal check-in for anything that repeats, and a once-only win-back if a client’s gone quiet for a year. Copy the plan as text, or download it as a calendar file and let your own calendar carry the reminder from here.
Why the referral ask and the check-in aren’t automatic
The referral ask only appears once “second job or more” is ticked, because asking a first-time client to vouch for you is a different, weaker ask than asking one who’s already called you back — the guide’s own reasoning is that a client who’s returned once has already shown the first “great job” was real, not just politeness. The seasonal check-in only appears once a repeat interval is set, because it’s meant for a client on a known cycle — a cleaner’s six-month deep clean, an electrician’s annual panel inspection, a photographer’s yearly event — not for a one-off job with nothing scheduled to repeat.
The win-back checkpoint drops off the plan the moment a repeat interval of 12 months or less is set, on purpose: a client already on a check-in cycle hasn’t gone quiet, and putting both messages on the plan in the same month would have this tool arguing with itself.
Getting the dates right
A date typed into a browser can drift by a day depending on how it’s parsed and where the reader happens to be, so the finish date here is read as a local calendar date, not converted through a time zone first. Adding months for the seasonal check-in has its own trap — six months on from the 31st of a month lands past the end of a shorter one — so the date is clamped to the last real day of the target month instead of rolling into the month after. Every date on the page is shown in your own browser’s date format, not a fixed one.
Common questions
When should I ask for a review after a job?
Two to three days after the thank-you — once the client has actually had a chance to see or use the finished work, but while it is still fresh enough to write about specifically. Waiting weeks tends to get a vaguer review, if you get one at all.
Can I offer a discount in exchange for a review?
No. Google’s review policies prohibit offering payment, discounts, or free goods and services in exchange for a review, and in the US the FTC’s Rule on the Use of Consumer Reviews and Testimonials makes it unlawful to give compensation or other incentives conditioned — expressly or by implication — on a review expressing a particular sentiment. Disclosing the incentive doesn’t fix that. A discount for a referral is a different thing, and it’s allowed.
Isn’t a calendar reminder enough?
Yes — that’s exactly what this builds. There’s no product behind it: type in a finish date, get the six checkpoints as real dates, and either copy the plan or download it as a calendar file so your own calendar carries the reminder from here.
What if the invoice hasn’t been paid yet?
The thank-you still goes out the same day, separately from the invoice — mixing “thank you” and “please pay me” into one message tends to read 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 — every job. The referral ask is for a client who’s come back a second time, not a first-time one. The seasonal check-in is only for work that genuinely repeats. The win-back is for a client who has gone quiet, not one already on a check-in cycle, which is why setting a repeat interval removes it from the plan.
Want this list built for every client, automatically?
You’d still send every message yourself — no software writes a thank-you worth reading. What BizBinder’s client book keeps is who you did what for and when, so the six-month mark, the second job, or a year of silence shows up on the same “what’s due this week” list as your jobs and invoices, instead of depending on 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 fixed routine covers the thank-you, the review ask, and the referral ask below.
- 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.
- tool Callback profit check Type in what the original job charged and cost, then what the return visit takes — travel, time on site, and any parts — and see the callback as a share of that job’s profit, next to its much smaller share of the price.