Client Follow-up Planner

Simple tool to plan your client nurturing schedule

📋 Client Information

📅 Automatic Follow-up Schedule

Enter the meeting date above to automatically calculate all follow-up dates:

7-Day Check-in: Select meeting date first
30-Day Follow-up: Select meeting date first
60-Day Review: Select meeting date first
90-Day Check-in: Select meeting date first
1-Year Annual Review: Select meeting date first

💬 Nurturing Message Templates

📞 7-Day Check-in Template
Hi [Client Name],

Hope you're doing well! Just wanted to reach out and say thank you again for choosing to work with me on your [Policy Types].

I'm here if you need anything at all - even if it's just a quick question or you want to have a chat.

Take care and speak soon,
[Your Name]
📧 30-Day Follow-up Template
Hi [Client Name],

Hope you're keeping well! It's been about a month since we sorted out your [Policy Types] and I just wanted to check in.

Just a friendly reminder that I'm always here if you need anything - whether it's a quick question, a chat, or if anything changes in your circumstances.

Have a great day!

Best,
[Your Name]
📋 60-Day Review Template
Hello [Client Name],

Hope you're having a good week! Just wanted to drop you a quick message to see how you're getting on.

As always, I'm here whenever you need me. Don't hesitate to give me a call or drop me a message if there's anything I can help with.

Hope to catch up with you soon!

Best regards,
[Your Name]
✅ 90-Day Check-in Template
Hi [Client Name],

Hope you're doing well! Time flies - it's been about 3 months since we got your [Policy Types] sorted.

Just wanted to touch base and remind you that I'm always here if you need anything. Feel free to reach out anytime, even if it's just for a chat.

Take care and speak soon,

[Your Name]
🎉 1-Year Annual Review Template
Hi [Client Name],

Can you believe it's been a whole year since we sorted out your [Policy Types]? Time really does fly!

I hope everything has been going well for you. As always, I'm here whenever you need me - whether that's for a review, a question, or just a friendly chat.

Thanks for trusting me with your insurance needs. It's been a pleasure working with you.

Best wishes,
[Your Name]
'; var blob = new Blob([htmlContent], { type: 'text/html' }); var url = URL.createObjectURL(blob); var a = document.createElement('a'); a.href = url; a.download = 'follow_up_plan_' + clientName.replace(/\s+/g, '_') + '_' + new Date().toISOString().split('T')[0] + '.html'; a.click(); URL.revokeObjectURL(url); alert('Follow-up plan downloaded successfully!'); } function clearForm() { document.getElementById('clientForm').reset(); document.getElementById('date7').textContent = 'Select meeting date first'; document.getElementById('date30').textContent = 'Select meeting date first'; document.getElementById('date60').textContent = 'Select meeting date first'; document.getElementById('date90').textContent = 'Select meeting date first'; document.getElementById('date365').textContent = 'Select meeting date first'; updateAllTemplates(); } document.getElementById('clientName').addEventListener('input', updateAllTemplates); var checkboxes = document.querySelectorAll('input[name="policyTypes"]'); for (var i = 0; i < checkboxes.length; i++) { checkboxes[i].addEventListener('change', updateAllTemplates); }