| name | Customer Follow-up |
| description | Craft a timely, personal follow-up that moves an open customer thread forward. |
| category | Ops |
| version | 1.0.0 |
Customer Follow-up
Write a follow-up that feels personal and gives the customer an easy reason to
respond or act.
When to use
- A conversation has gone quiet and needs a nudge.
- After a purchase, demo, or support resolution, to close the loop.
Steps
- Review the full thread and what the customer actually needs next.
- Pick the one purpose: check in, unblock, upsell, or confirm.
- Write a short, warm message referencing the specifics of their case.
- Offer a clear next step and make saying yes effortless.
- Set a reminder for a final follow-up if this one goes unanswered.
Output
A short, personalized follow-up message with one clear next step, plus a
reminder for the final touch. Park the send for the operator's approval.