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ARQS Lead Follow-Up Planner · free helper for the AI Lead Follow-Up System

Never let a
lead go quiet.

Add your leads, choose a follow-up cadence for hot, warm and cold enquiries, and get a dated schedule of calls, texts and emails inside your working hours. See what's overdue, tick touches off, and put the whole plan in your calendar. Free, and it never contacts anyone.

3starter cadences
.icscalendar export
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Speed · rhythm · follow-through

Most leads are lost to silence, not to a competitor.

A fast first reply and a steady rhythm of follow-ups win more work than a perfect pitch. The planner turns your cadence rules into dates and times your team can actually keep, and stops a lead's follow-ups the moment it is booked, won, lost or paused.

An open week planner with coloured tabs, blank index cards in brass clips, a phone lying face down, a fountain pen and a brass bell on a light oak desk in morning light
Practice on fiction

Sample: a made-up Nanaimo window and door company.

Six leads from a web form, a referral, a walk-in, an after-hours call, a home show and an ad, three cadences and four rules, so the agenda, the overdue flags and the calendar export all have something to show. Clear it and add your own.

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Cadences that fit your hours

Each step has a day, a channel and a time, or "as soon as possible". Touches outside working hours, on weekends or on holidays move to your next opening.

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Rules pick the cadence

Match by temperature and source (a referral can always get the hot cadence), or choose one per lead. Leads with no message consent get calls instead of texts and emails.

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An agenda you can keep

Today, overdue and the next two weeks at a glance. Tick touches done, export the open ones to your calendar with reminders, or download the schedule as CSV.

The tool

Your follow-up plan

A labelled fictional sample is loaded, dated from today. Everything is saved in this browser only.

Next 14 days

Open touches per day. Blue is today; grey days are closed.

Agenda

Want the full follow-up system?

The ARQS AI Lead Follow-Up System is the paid package: follow-up sequences, prompt and message templates, a lead-status matrix and implementation guidance. Use this planner to keep the rhythm.

See the AI Lead Follow-Up System
What this is, and isn't. A free, rule-based planner that runs in your browser. It sends no texts or emails, makes no calls, makes no AI call and connects to no CRM: you make every contact yourself. Follow Canada's anti-spam rules (CASL): only text or email people who gave consent, and honour every unsubscribe. Everything is saved in this browser only; save a .json file to move it to another device. Never put passwords, card numbers or other sensitive data in it. Also see the Lead System overview. More free tools: ReplyDesk for replying to incoming messages, AI Readiness Check and the whole lab at ARQS Software.