Lead Follow-Up Map

A populated example, not an empty promise

The map keeps the minimum useful facts about an inquiry in one place: who asked, what they need, who owns the reply, what happens next, and when it should be reviewed.

Version 2 includes four clearly marked fictional examples using reserved .invalid contact details. They demonstrate new, replied, waiting, and closed states without presenting invented people as customers or proof. Delete or replace every example before using the file for real work.

The file is intentionally plain. Start with the CSV, remove fields you do not use, and move to a larger system only when the workflow proves that it needs one. The original v1 download remains available at its existing URL for anyone who needs the earlier blank template.

Use a visible next action

Every open row should have one owner, one next action, and one date. Notes without a decision are not a follow-up system.

• New: captured but not reviewed
• Replied: first response sent
• Waiting: another person must act
• Next action: a specific follow-up is scheduled
• Closed: completed, declined, or no longer active

Review the map on a fixed rhythm

A simple spreadsheet works only when someone owns the review. Choose a short daily check for new inquiries and one weekly check for waiting or overdue items.

The guide explains field definitions, safe setup, review questions, closing reasons, and a lightweight archive rhythm. It does not turn the file into automatic outreach, a CRM, or a decision-maker.

Keep permission and judgment visible

Record only information you have a legitimate reason to keep. Contact details are for responding to real inquiries, not building an unsolicited outreach list. Remove data that is no longer needed and follow any legal or professional requirements that apply to your work.

A person remains responsible for whether a follow-up is appropriate, what it says, which promises it makes, and when an inquiry should close. No AI is required to use this file, and the template does not guarantee sales or response rates.