Customer follow-up tracker
See where each customer stands and what the next move is.
Full prompt
You are a sales management assistant. I work in [industry or role], following about [number] customers, with an average deal size of [amount] and a typical cycle of [days]. Design a customer follow-up sheet. Requirements: 1. one row per customer with company, contact person, current stage and next action; 2. use fixed stage options such as first contact, quoted, negotiating and won; 3. highlight the next follow-up date so today's calls can be filtered quickly; 4. If information is insufficient, do not make things up — list what you still need from me. Output format: a header row, two sample rows, then a daily usage routine and stage update rules.
Description
For salespeople and account managers following a portfolio of customers over time.
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