A practical FundingFunnel toolkit
Customer
Follow-Up Toolkit
Give every enquiry a clear next step.
When enquiries sit unanswered, quotes get forgotten and follow-ups slip, a simple routine helps. Keep the next reply, the next action and the next date together.
£29Total · one-off payment
Pay by card through Stripe. We email your ZIP within one working day after successful payment is confirmed. This is manual delivery, not an instant download.
19 templatesCopy, adapt and check
200 enquiriesPrepared tracker rows
15-page guideInstructions and examples
AI optionalUse it your way
What you get
Useful wording. One working tracker.
A routine you can follow.
For small-business owners and teams handling existing customer enquiries. Use the toolkit alongside your normal email or messaging app, with you choosing, checking and sending each reply.
Reply with a clear next step
19 copy-and-adapt templates cover first replies, missing details, unanswered enquiries, quotes and customer responses. Replace the placeholders and make the wording fit the conversation.
See what needs attention
An editable enquiry tracker gives you space for 200 enquiries, with an owner, status, next action and date. Review due and overdue items when you open the spreadsheet.
Build a daily habit
Follow the setup instructions, suggested follow-up schedules and daily routine. The guide also includes troubleshooting, a worked example and three optional AI prompts.
Five files in one ZIP
The reading copy, editable files and quick-copy text are all included.
- PDF: 15-page guide and templates
- DOCX: editable version of the full guide
- XLSX: editable enquiry tracker
- TXT: copy-and-paste templates and AI prompts
- START_HERE.txt: opening and setup instructions
A place for the next action
Keep the enquiry moving.
Record what the customer needs, who owns the enquiry and what should happen next. Update it after each reply or follow-up, so you can pick up the conversation without starting again.
- Give every enquiry its own ID
- Set a specific next action and date
- Review what’s due during your daily check
The tracker is a spreadsheet you maintain. It doesn’t send messages or reminder notifications.
Start with one enquiry
Four small steps to get going.
Open and save
Extract the ZIP, read START_HERE and save a working copy of the tracker in an app that can edit XLSX files.
Add the enquiry
Enter an ID for every enquiry, then add the owner, next action and date. Keep one current working tracker.
Adapt the reply
Choose a template, replace every placeholder and check the facts. Send through the customer’s existing or requested channel.
Record the next step
Update the tracker after sending. Read any reply before following up, respect agreed timing and stop if asked.
Before you buy
What software do I need?
A PDF reader, a text editor and an application that can edit XLSX files. You can edit the guide in Word or another DOCX-compatible application. Excel or another XLSX-compatible editor is needed for the tracker; a preview-only viewer may not let you edit or filter it. Features and layout can vary between applications.
Do I need AI, a CRM or paid automation?
No. You can use the templates and tracker manually. Three AI prompts are included if you choose to use an AI tool your business permits. Remove customer identifiers and confidential information before using those prompts, then review the draft yourself.
Will it follow up for me?
You choose the next step, set the dates and send each message. The spreadsheet helps you review what needs attention when you open it. It doesn’t send automatic messages or reminders.
Can I use it for cold outreach?
The toolkit is written for people who have already asked about your products or services. Use it to continue that enquiry, check the conversation before sending and respect any request to stop.
Does it guarantee replies or sales?
No. It provides wording, organisation and a suggested working routine. Results depend on the enquiry, your offer and how you use the toolkit. Adjust the suggested timing to the customer’s circumstances and any dates you’ve agreed.
How do payment and delivery work?
Pay £29 in total as a one-off card payment through the checkout below. No VAT is charged and there is no delivery charge. We manually email the ZIP within one working day after successful payment is confirmed. Working days are Monday to Friday, excluding bank holidays in England and Wales. This is not an instant download. Questions? Email lian@fundingfunnel.co.uk.
Customer Follow-Up Toolkit · £29 total
Give your next enquiry
a clear next step.
One-off digital toolkit. You manage your own replies, follow-ups and tracker.
- Check the contents and purchase information below.
- Pay £29 securely by card through Stripe.
- Receive the five-file ZIP by email after payment is confirmed.
FundingFunnel is not VAT registered; no VAT is charged. No delivery charge.
Your one-off purchase
Buy the Customer Follow-Up Toolkit
£29 total. No subscription.
Purchase details
Customer Follow-Up Toolkit, version 1.0 (October 2026): a five-file ZIP containing the 15-page PDF guide, editable DOCX guide, 19 copy-and-adapt templates in a TXT file, XLSX tracker with 200 prepared enquiry rows, and START_HERE.txt.
£29 total, one-off payment. Not VAT registered. No VAT charged. Email delivery is included. There is no subscription.
This is a self-managed toolkit for small businesses following up existing customer enquiries. You choose, check and send the messages and maintain the tracker. It does not send messages or automatic reminders, and does not guarantee replies or sales.
Using the files
You can copy and adapt the supplied templates and edit the guide and tracker for your business’s own customer follow-up. You need a ZIP extractor, PDF reader and text reader, plus an XLSX-compatible editor for the tracker and a DOCX-compatible editor to edit the guide. Excel and Word are examples of compatible file-format editors; features and layout can vary between apps. The tracker was checked in LibreOffice Calc. We have not tested every app or mobile device. No AI subscription, CRM or macros are required.
Payment and delivery
Check your email address and order details before selecting Pay £29. Payment is processed by Stripe using the payment options shown at checkout. After successful payment is confirmed, we manually email the ZIP to the address you provide within one working day. Working days are Monday to Friday, excluding bank holidays in England and Wales. This is manual email delivery, not an instant download.
If you prefer delivery after a consumer cancellation period has ended, contact lian@fundingfunnel.co.uk before paying so we can arrange that timing.
Questions, file problems or complaints
Email lian@fundingfunnel.co.uk with your order reference and a description of the issue. For a file-opening problem, include the filename and app you are using; leave out passwords and your customers’ information. Nothing in these purchase details or the website terms limits your statutory rights, including rights relating to faulty or misdescribed digital content.
Consumer cancellation
If you are buying as a consumer, you can cancel without giving a reason until the end of 14 days after the day the contract is made. If you expressly request supply during that period and acknowledge that you will lose your cancellation right, that right ends when supply of the digital content begins. Paying alone does not remove the right to cancel.
To cancel while that right applies, email lian@fundingfunnel.co.uk or write to the address below with a clear statement that you wish to cancel. Send it before the cancellation period ends. You can use the cancellation form below, but do not have to. We will refund a valid cancellation without undue delay and within 14 days of being told, using your original payment method unless you agree otherwise, without a refund fee. These cancellation arrangements do not affect your statutory rights if the files are faulty or not as described.
Seller
Lian Munday trading as FundingFunnel
27 Marina View, Harbour Road, Gosport, PO12 1BQ
lian@fundingfunnel.co.uk
Optional cancellation form
Complete and return this only if you wish to cancel and a cancellation right applies.
To: Lian Munday trading as FundingFunnel, 27 Marina View, Harbour Road, Gosport, PO12 1BQ; lian@fundingfunnel.co.uk
I/We give notice that I/we cancel my/our contract for the supply of the following digital content: Customer Follow-Up Toolkit.
Ordered on:
Name of consumer(s):
Address of consumer(s):
Signature of consumer(s), only if this form is sent on paper:
Date:
Delete whichever of I/we and my/our does not apply. An order reference helps us find the purchase, but is not a condition of cancellation.
Interested in a done-for-you follow-up service? Contact lian@fundingfunnel.co.uk.