Daily customer follow-up checklist
A 15-minute evening routine solo operators can follow to keep customers informed, chase overdue invoices, and maintain cash flow.
Daily customer follow-up checklist
You don’t need a CRM team—just a simple checklist you run every evening. Here’s the 15-minute loop inside Toolfy that keeps customers happy and cash flowing.
The checklist (save as Toolfy task)
- Voicemails & missed calls (3 min)
- Open Toolfy Inbox filter
Voicemail. - Log callbacks and convert anything actionable into a job update.
- Open Toolfy Inbox filter
- Jobs completed today (4 min)
- Filter jobs to
Completed today. - Upload missing photos, mark checklists complete, update status.
- Trigger invoice send if not already fired.
- Filter jobs to
- Invoices due / overdue (4 min)
- Run “Invoices: Overdue” saved view.
- Send manual SMS/email for any invoice >7 days overdue.
- Tomorrow’s schedule (2 min)
- Check the scheduler, confirm parts/keys are ready.
- Send “We’re coming tomorrow” reminder via Toolfy if a previous reminder failed.
- Reviews & gratitude (2 min)
- Send review request for today’s finished jobs.
- Reply to any review/feedback that landed today.
Tips
- Pin the checklist in Toolfy as a recurring task so you don’t skip steps.
- If you outsource calls, leave @mentions in comments so they know what to say.
- Keep it lightweight—15 minutes is the goal, so automate as much as you can.
Want the prebuilt checklist + saved views? Email support@toolfy.io and we’ll share them.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
How long should a daily customer follow-up routine take?
When should I send payment reminders to customers?
How can I automate parts of my daily follow-up?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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