↗ BuiltRelay

Free contractor tool · No sign-in

Follow up with
a clear next step.

Prepare a short, respectful plan for an existing customer inquiry. Choose the dates, review the drafts and adapt them to the customer’s response.

Entries stay in this open page. No messages, reminders or automatic follow-ups are sent or scheduled.

The day offsets below are editable examples, not a recommended schedule for every customer. Honor an agreed date or a request to stop.


    

    
    
What should a quote follow-up say?
Check the starting point.
Ask whether the quote arrived and whether the customer has questions about the scope. Make it easy to reply.
Clarify what happens next.
Ask about timing or information needed for the decision. Use the customer’s response to choose the next action.
Close the loop respectfully.
Ask whether to keep the opportunity open or pause it. Record the answer and stop contacting anyone who asks you to stop.

    
Keep the dates and details together.
The free planner gives you a draft you can take with you. In BuiltRelay’s Lead Desk, you can record the opportunity, next action and due date in your account. Due work appears in your workspace.
The planner does not import a contact, record a customer response or enable delivery. Use the account workflow when you want to keep those records together.

    
Turn the next inquiry into a clear workflow.
Set up your business facts, publish a request form and walk a test inquiry through Lead Desk and quote review.
Start your workspace ↗Need scope questions first?
Early access · No card required · Paid subscriptions are not open yet

    
Common questions
Will this send emails or texts?
No. It prepares dated drafts for you to review and use in your own communication process.
Is this a schedule I should use for every customer?
No. The starting offsets are examples. Choose a cadence suitable for the existing conversation, and follow any date or preference agreed with the customer.
What happens when I leave the page?
Your entries and draft plan are not saved to an account. Download or copy them before refreshing or closing.