Customer Follow-Up Tracker

What it does

A daily, prioritized list of who needs a touch today — so nothing slips. Read-only; it tells the user what to do, it doesn't message anyone.

When to use

• Daily, or on request: "who needs follow-up today", "did I drop any balls this week".

Inputs

None required. Optionally scope to an owner, list, or segment.

Workflow

1. Gather candidates from three sources:
   • Overdue or due-today tasks assigned to the user.
   • Open deals or active contacts with no engagement in N days (default 7 for deals, 14 for contacts).
   • Recent meetings/calls with no follow-up logged afterward.
2. De-duplicate by contact/company so each person appears once with the strongest reason.
3. Prioritize by urgency: open deal value + stage, days since last touch, and explicit task due dates.
4. Suggest the next touch for each — a one-line "what to do" (reply, schedule, send X), not a full draft.
5. Output the ranked list. Cap at ~10 so it stays actionable.

Output

## Follow-ups for [date]1. **[Name, Company]** — [reason, e.g. "no reply in 9 days; deal in Proposal"]   → Suggested: [next touch]2. …

Notes

• "Drives the next action" is the point — every row ends in a concrete suggestion.
• If nothing needs follow-up, say so. A clean day is a valid, trustworthy result.