Free / Follow-up desk

Follow-up desk: see who to chase today

Open the sheet and see who to chase today, and why.

Who it is for
Estate agents with past clients and old leads, recruiters with candidates and clients waiting on feedback, and anyone who sells and has people gone quiet.
What you give it
Your people, one per row: a name, a stage and the date you last spoke. Type them in or paste them from your notes.
What you get back
A Today list of only the people due, with a plain sentence on why. What you owe comes first, then what they owe, then dates you set, then people gone quiet.

Free while we test it. Enter 0 at checkout and Gumroad emails you the files. Free updates: when we improve it, you get the new version.

Or try the same rules in your browser first. Nothing leaves it.

A recruiter's list, before and after

Monday 12 October 2026. First four of eleven candidates, as the recruiter would paste them in. The rule: chase a client 3 working days after a submission with no feedback.

NameWho / whatStageLast contactNotes
Hannah DoyleCorvid Analytics, Senior Data AnalystSubmitted7 OctCV submitted Wed 7 Oct. No feedback.
Kevin MbekiLarkfield Bank, Backend DeveloperInterviewed9 OctInterview Fri 9 Oct. Client said feedback by Mon 12 Oct. Nothing yet.
Sarah LindgrenPine and Co, Finance ManagerRejected5 OctClient replied 5 Oct: 'not for us, too senior'. Candidate not told yet.
Omar HaddadCorvid Analytics, Senior Data AnalystSubmitted12 OctSubmitted today.

Today: 5 of the 11 people

  1. Sarah Lindgren. You owe them: tell Sarah (not for us, too senior), no date given.
  2. Marta Kowalska. They said: client feedback, 'this week' by 9 Oct. Nothing since 5 Oct.
  3. Kevin Mbeki. They said: interview feedback by 12 Oct. Nothing since 9 Oct.
  4. Dennis Cho. Your planned date, 1 Oct, has come.
  5. Hannah Doyle. 3 working days since 7 Oct. Your wait for Submitted is 3.

Left off, with the reason on the sheet: Omar Haddad (not due yet: 0 of 3 working days since 12 Oct), Yuki Tanaka (not before 19 Oct 2026), Tracy Bell (no chase for stage: Withdrawn). A placed candidate and others are not chased either.

What it does

Formulas on the Chase list decide who is due, using the waits you set, for example 3 working days after a submission. Nobody has to remember. It also keeps track of what you promised, what they promised, who asked to be left alone, who asked you to call after a date, and who you already messaged, so the same person does not come up twice in a row.

The list does not use AI. A chatbot is used for two optional jobs only: turning messy notes into rows, and writing a message for one row from that row alone.

How we checked it

We took nine made-up but realistic lists (three each for sales, recruiters and estate agents, 44 people who were due in total) and asked a chatbot for the Today list. Then we ran the same lists through the sheet.

Who decided the listLists exactly rightDue people foundChased wronglyDate slips
ChatGPT free, careful prompt5 of 941 of 4423
Claude Sonnet, careful prompt9 of 944 of 4401
The sheet9 of 944 of 4400

One-line prompts did worse: free ChatGPT got 4 of 9 right, Sonnet got 1 of 9 right and invented 11 lines. Read this fairly: we built the sheet's rules from these same nine lists, so a perfect score shows the rules match what we saw, not that they will fit your list. Models tested: ChatGPT free (gpt-5.6-luna) and Claude Sonnet.

Limits

  • No one outside our own testing has used it yet.
  • Public holidays count as working days.
  • The sheet does not read your notes. You type who promised what. Vague promises like "mid Feb" need a date from you, and the Fix these first box lists them.
  • Turning notes into rows with a chatbot sometimes puts a cell in the wrong column. The sheet marks that row "Check this row" and you fix it by hand.
  • Messages are drafts. Read each one before it goes.
  • It does not connect to your CRM, email or LinkedIn. Data goes in by typing or pasting.

Questions

What is in the zip?

Three spreadsheets (sales, recruiter, estate agent), a short guide and two optional texts you paste into ChatGPT or any chatbot: one turns messy notes into rows, one drafts a message from one row.

Does it work in Google Sheets and Excel?

It opens in both. In Google Sheets use File, Import, Upload, Replace spreadsheet. We opened all three files in Google Sheets and checked the Today tab. We have not opened them in Excel itself.

Do I need AI?

No. The Today list is plain formulas, so it is the same every day. The chatbot is for two optional steps, and you read every message and send it yourself.

Where does my data go?

It stays in your own sheet. If you use the optional steps, you paste only the notes or the one row you choose into the chatbot, so check that chatbot's privacy settings first.

What does it cost?

Nothing while we test it. Gumroad asks for a price: enter 0 and it emails you the files. You can pay if you want to.

Do I get updates?

Yes. When we improve it, you get the new version.

Can I try it without downloading?

Yes. The free browser version uses the same rules. It keeps your list only if you tick the box, and it does not write messages.

Who is behind this, and how do I tell you what to change?

Pro Skill Packs. Write to kaiventura.founder@gmail.com.