CRM Follow-up Playbook

Create a clear enquiry pipeline, timely follow-up rules and handover standards for a small team.

Included in the download

• A printable HTML guide and workbook with 5 focused working prompts.
• An editable CSV worksheet with illustrative examples and space for your own entries.
• A getting-started guide, review workflow and internal-use licence.

How to use it

Define pipeline stages by observable events: enquiry received, context confirmed, proposal sent, decision pending and closed. Record the next action and owner for every open enquiry.

Format: a ZIP containing HTML, CSV and Markdown files. This is a self-guided resource; personal review, implementation and live sessions are separate services. No specialised software or external account is required.