How to follow up on every open ring consult without pestering anyone
A sheet that runs in your browser. List open consults once and see which ones have waited past your window.
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List each open consult by first name or job label with the consult date and the date of your last follow up. Pick a window in days. Anything past the window gets one short note that refers to the consult.
Your open consults
| Consult (first name or job label) | Consult date | Last follow up | Status |
|---|---|---|---|
Fill in the window and at least one full row to see your counts.
Past your window: From the dates you typed
Inside your window: From the dates you typed
Rows counted: From the dates you typed
Counts come only from the dates you typed. Nothing leaves this browser, and the table clears when you close the page. Download the CSV to keep it.
Paper sheet
| Consult (first name or job label) | Consult date | Last follow up | Next note on |
|---|---|---|---|
Template that refers to the consult
Hi , thanks again for coming in about the . I am here if you have questions about the design. Would you like to set a time to look at it again?
Example wording only
Keep metal, stone and value details out of templates and check each one yourself before it goes out. This sheet is not legal advice.
Writing each follow up while a customer waits at the counter is still on you.
LUR sets up consult and quote follow up drafts for your shop. You approve every note. Read the jeweler workflows.
LUR guide. prmode.ai/guide-quiet-consult-sheet