Done-for-you setup · Agencies
Client follow-up tracker for small agencies
"I'll send it over tomorrow" is easy to write and easy to forget. The follow-up promise tracker reads the emails and messages you sent each day, lists every commitment with who it was to and when it is due, and reminds you of anything due tomorrow or already overdue.
- Price
- $299 one-time, no payment now
- Covers
- Up to 5 routines from the library
- First routine live
- In 48 hours
- Runs in
- Grok Bot, or the agent you already use
- To Client A: "I'll send the proposal" · due tomorrow
- To a teammate: "let me check the budget" · no date, implied this week
- Overdue: revised quote for Client B
Illustration with generic names, based on what the prompt asks for. Your output depends on your data.
What it takes off your plate
- Promises live in sent mail
The routine scans what you sent today for phrases like "I'll send", "will get back" and "by Friday".
- Deadlines are often implied
Each promise is listed with who it was to, what you promised and the deadline, explicit or implied.
- A reminder before it is late
Every evening you see what is due tomorrow and what is overdue.
- You review the result
Sends, payments and deletes stay behind your approval
The routine: Follow-up promise tracker
Every day at 6 PM · free to copy, or we set it up for you.
Scan the emails and messages I sent today for commitments, such as 'I'll send', 'will get back', 'let me check', 'by Friday'. List each promise with who it was to, what I promised, and the deadline (explicit or implied). Remind me of anything due tomorrow or overdue.
Replace anything in <ANGLE BRACKETS> with your own details. Full steps on the Follow-up promise tracker routine page.
Done-for-you setup
We set this up for you, $299
- Follow-up promise tracker plus other routines from the library, up to 5 in total
- First routine live in 48 hours
- Nothing is charged until you agree to the plan
Questions
How do I track client follow-ups with an AI agent?
Give an AI agent a daily routine that scans the emails and messages you sent for commitments, lists each one with its deadline and reminds you of anything due tomorrow or overdue. The free follow-up promise tracker has the prompt and schedule.
Does it reply to clients for me?
No. It reminds you. Sends, payments and deletes stay behind your approval.
What does the $299 setup include?
This routine plus other routines from the library, up to 5 in total, set up in Grok Bot or the agent you already use. The first routine is live in 48 hours.
Can I pair it with invoice chasing?
Yes. The invoice-chaser routine can be one of your 5.