The Local Business Follow-Up Kit

STEP 1Make the offer understandable

Describe what the business provides, whom it serves and the limits of the offer. Keep price, availability and delivery conditions consistent across the places you publish them. Mark a detail that needs checking rather than filling the gap with a marketing claim.

Use the listing audit to compare your current website, directory entry and other public profiles. Record the link, check date and correction needed. This worksheet does not claim a listing, purchase advertising or verify a business's eligibility for a platform.

STEP 2Capture the request with less private data

Give each inquiry a local reference such as Q-001. Record the requested service, preferred contact route and next action. Keep the customer's actual contact information in your appropriately protected business system rather than duplicating it in a shared worksheet.

Use the kit for people who have asked for a response or otherwise agreed to the relevant contact. Do not turn it into a purchased contact list or a tool for unsolicited bulk messages. A service inquiry and permission for ongoing promotion are separate matters.

STEP 3Follow up on the agreed question

Before replying, check what the customer asked and what you promised. State the current answer, any unresolved condition and the next useful step. For example: 'I have the measurements you sent. May I confirm the installation date before I finalize the written quote?'

Keep the message specific to the request. If the customer declines or asks you to stop, record that and respect it. The kit supplies planning prompts, not an automated campaign or assurance that a particular message meets every legal requirement.

STEP 4Keep a quote distinct from an order

Record the quote reference, version, scope and date sent. Use the actual written terms for price, expiry and acceptance. Do not mark a job confirmed because someone opened a message or expressed interest.

When the customer accepts, record the actual agreement in the business's normal system. Keep payment-card information out of these files. This organizer does not collect payments, issue contracts or determine whether money has settled.

STEP 5Make the handoff clear

Before work begins, identify the responsible person, the agreed deliverable and any customer input still needed. Write a completion check that a colleague can understand. Note access or timing questions without exposing private details to people who do not need them.

After delivery, record what was actually completed and any agreed next step. Ask for feedback without promising favorable coverage, rewards or results that are not part of the offer. A completed checklist is an internal record, not an independent endorsement of the work.

STEP 6Review the process using real counts

Count new requests, written quotes, accepted orders and completed jobs separately. A request is not revenue. Keep the original time period and note missing information so that a small sample does not become a broad claim about demand.

Choose one improvement: a clearer listing, faster response to requested inquiries or fewer unresolved handoffs. Gretna Junction's directory and advertising desk are optional discovery routes. CrownThrive's connected business services have their own scope and terms; this free pack does not enroll you in them.

Useful next steps

Explore the Junction advertising desk. This is an optional website link; the workbook itself works offline.