Record
Keep the useful facts together and leave sensitive detail where it belongs.
THREE USEFUL NOTES. THEN OCCASIONAL UPDATES.
A practical follow-up routine, delivered without the noise.
Short guidance for reviewing enquiries, quotes and next actions. No daily sequence, no bought-in list and no automatic messages to your customers.
- Start with one real follow-up
- Finish a useful ten-minute review
- Choose the smallest tool that fits
THE FREE PATH STAYS FREE
You do not need to join to use ClearRoutine.
Download the workbook directly or open the free core app. Email notes are a separate choice and require confirmation.
Review
Look at what is overdue, what is due next and what can be closed.
Decide
Give the next action a date, an owner and a clear outcome.