DB · Clients
- Name, Stage (Lead/Contacted/Proposal/Won/Lost)
- Next action, Next date, Channel, Notes
- Views: Table · By stage
Follow-up kit · $9.99 one-time
Keep proposal nudges and check-ins on a daily list— Follow up today / Overdue / This week / By type—with Clients by Stage and a script snippet field. No invoice clutter.
Proposal nudges and check-ins—without invoice boards.
Need invoice chase and pipeline dollars? Get Full.
| Follow-up kit $9.99 | FollowRail Full $19.99 | |
|---|---|---|
| Follow up today / Overdue / This week | Yes | Yes |
| Clients + Stage | Yes | Yes (+ deeper CRM) |
| Invoice overdue chase | No | Yes |
| Pipeline value / unpaid dashboard | No | Yes |
If you need invoice chase plus pipeline value on a dashboard, get FollowRail Full ($19.99). This kit is follow-ups and Clients by Stage only.
No. Paste the script snippet from your own inbox. The template tracks due dates and status—it doesn’t send mail.
After template AC and the Creem product go live. Full is available now at $19.99.
After purchase only—thank-you page and email. Never published on this site.
Follow-up kit · $9.99 one-time
Client Follow-up Tracker is $9.99 one-time. Need invoice chase and pipeline too? FollowRail Full is $19.99 one-time.
Buy Follow-up kit — $9.99followkit.online · Notion template · Yours to keep