happitap
Menu

Free lead follow-up planner

Turn a start date and your chosen day offsets into a simple follow-up review schedule.

Create your workspace →

Free to use. No signup required. Your inputs are processed in this browser and are not submitted to Happitap.

Example cadence, not a universal recommendation. Use up to 12 offsets between 0 and 365.

Choose a cadence that fits the conversation

Enter the date of the first contact and the number of days after it for each planned review. The default values are an editable example. A contact’s preferences and your actual commitments should determine whether another message is appropriate.

Use calendar dates deliberately

Offsets include weekends and holidays. Duplicate offsets are removed and results are ordered chronologically. A day-zero entry means the selected start date. The planner does not connect to a calendar, create reminders, or send messages.

Put the next step in context

Use the resulting dates as a planning aid. Before each review, read the last conversation and check whether the next action still applies. In Happitap, maintain the current follow-up date and a specific note about what you promised to do.

Put your next connection in motion.

Start with one lead. Build a process your team can use.

Get started →