Unanswered enquiry
Offer to clarify a question and make it easy for the customer to reply.
Free Customer Follow-up Planner & Message Builder
Know who’s next. Find the right words. Keep the conversation moving.
Plan follow-ups and prepare WhatsApp or email drafts, all on your device.
A little clarity for your day.Always free. No signup. No AI required.
On your device. In your control.
Up to 250 follow-ups · 0 open · About local storage
FROM AN OPEN CONVERSATION TO A CLEAR NEXT STEP
How to plan a customer follow-up
Keep the context close, ask a useful question, and choose when to come back. A little structure makes the next conversation easier to start.
Give the conversation a little context
Add the customer’s name and choose the situation. A topic, quote reference or specific question can make your starting draft more useful.
Make the words sound like you
Choose WhatsApp or email and a tone. Edit the draft, then copy it or open your messaging app. You review and send each message yourself.
Leave a clear next step
Choose a follow-up date and import a reminder into your calendar. Return to the list to see what’s due, record contact or complete the follow-up.
A starting point for four everyday situations
Quote sent
Ask whether reviewing the scope or answering a question would help.
After a meeting
Refer to the conversation and suggest one concrete next step.
Reconnect with a customer
Check whether a conversation would be useful without inventing urgency.
Still preparing the offer? Create a free branded quote or estimate →
A FEW USEFUL ANSWERS
Customer follow-up questions
Is the follow-up planner free?
Yes. Create drafts, save up to 250 follow-ups on your device and download backups or calendar files without signup. There is no watermark or wrkzy pitch in your messages or calendar files.
Does this tool send messages for me?
No. You review and send each message yourself. Copy a draft into your app, open WhatsApp with the text prepared, or prepare an email. Opening an app does not send a message, confirm delivery or mark a record contacted.
Will this page remind me when a follow-up is due?
The list shows today’s, overdue and upcoming work while you use the tool. It does not send browser alerts or run in the background. Download a calendar file and import it into your calendar; notifications depend on that application’s settings. Repeated imports may duplicate an event.
Are my customer details uploaded?
Customer details, messages, private notes and activity are processed in your browser and are not uploaded to wrkzy by this tool. Existing site analytics can record fixed tool actions without that content. Opening WhatsApp or an email app explicitly shares the destination and draft with that service. Backups and calendar files contain entered details, so store and share them intentionally.
Where are my follow-ups saved?
Follow-ups are stored in IndexedDB in this browser, with a limit of 250 records and a 5 MB library. They do not sync between devices or into a wrkzy account. Clearing website data removes them. Download a JSON backup to keep a copy or restore it in another browser. Storage errors appear visibly; keep the tab open and back up your session before reloading. Changes that exceed the library limit are held separately in the tab. Download them as individual backups, or apply them after freeing library space.
Will changing the context erase my edits?
Your custom drafts are preserved separately for WhatsApp and email, including a custom email subject. If context changes, you can keep your words or choose Update draft. Replacing custom text asks for confirmation and only replaces the selected channel.
Does the planner use AI?
No. Carefully written templates use the facts you enter and your chosen situation and tone. There are no AI requests or generated claims about prices, deadlines or customer intent. Private notes are never inserted into a draft or calendar file.
What is included in a calendar reminder?
An all-day event includes the customer name, topic and next-step request. Phone numbers, email addresses and private notes are excluded. Including the prepared message is optional. You import the file yourself, and your calendar provider may sync its contents.
Can I use it with a team?
This free tool is a personal browser workspace. It does not share records, assign owners or synchronize with wrkzy. Explore wrkzy Tasks when you want follow-ups linked to customer conversations and managed with a team.