Build a customer follow-up tracker

Have an AI assistant build a one-page tracker that lists the customers you owe a call or a quote and highlights anyone you haven't followed up with in a week. It saves in your browser, and it takes about five minutes.

The problem: Quotes go out, then nobody remembers who said they'd think about it, and good jobs go cold without a single follow-up.

How to do it

1. List what you track. Write down what you want to see for each customer: name, phone, what you quoted, the amount, the date you sent it, and the next step.
2. Ask for one HTML file. Ask the assistant for a single HTML file with no outside services, so it opens in your browser and nothing you type leaves your computer.
3. Add the overdue highlight. Ask for a Follow up today list at the top that highlights anyone whose last contact was more than seven days ago, with a Done button that resets the date.
4. Add a draft message button. Ask for a button that writes a short, friendly follow-up text for the selected customer that you can copy.
5. Test it with real customers. Enter five open quotes. If a column is missing or the list order feels wrong, tell the assistant exactly what to change.

Example prompt

Build me a customer follow-up tracker as one HTML file I can open in my browser, with no outside services. Each row has customer name, phone, what I quoted, amount, date sent, last contact date, and next step. Save everything in the browser. Put a Follow up today list at the top showing anyone not contacted in 7+ days, with a Done button that sets last contact to today. Add a Copy follow-up text button that writes a friendly two-sentence message. Big buttons so it works on a phone.

Works with: Any AI chat or coding assistant (ChatGPT, Claude, Gemini, Claude Code, Codex, Cursor...).