Keep Every Sales Follow-Up on Schedule

Follow-Up Date Calculator

Plan a transparent sequence of sales follow-ups around working days, holidays, deal stages, and your own cadence, then export it to your calendar.

Follow-Up Rules

Choose the timing explicitly. Stage presets are visible suggestions, not predictions.

Contact or Company *

Last Interaction Date *

Sales Stage *

Counting Method *

Number of Follow-Ups *

Reminder Time *

Reminder Duration *

Calendar Time Zone *Selected explicitly for the ICS calendar file; the recipient’s zone is not inferred.

Holiday DatesYYYY-MM-DD, separated by commas or new lines. Used only in Business Days mode.

Follow-Up Objective or Note

Choose a sales stage to see the exact interval preset.

Enter the last interaction and follow-up rules to build a schedule.

Follow-Up Schedule

Review the dates, time zone, buyer context, and action before adding reminders to your calendar.

Your calculated follow-up timeline will appear here.

Choose a sales stage to see the exact interval preset. Preset offsets from the last interaction selected days Custom cadence repeats at the interval you enter. Complete all required follow-up fields. The last interaction date cannot be in the future. Every holiday must use a valid YYYY-MM-DD date. Enter a custom interval from 1 to 90 days. Follow-up dates calculated. Review the plan before using it. Sample follow-up rules loaded. Select Calculate Follow-Up Dates to build the schedule. Follow-up rules and schedule reset. Follow-up plan copied to the clipboard. The browser could not copy the plan. Use Download CSV instead. Follow-up CSV downloaded. Calendar file downloaded. Review its time zone and dates before importing. Business days Calendar days after the last interaction Follow-Up day offset Time zone Sales stage Last interaction holidays excluded This schedule is a planning aid, not a prediction. Confirm buyer preferences, local working days, holidays, time zone, consent, and communication policy before contacting anyone. Confirm receipt and agree the next step. Answer questions and clarify any missing requirement. Surface timing, approval, or commercial blockers. Offer a specific next action or decision date. Confirm priority or agree when to revisit the opportunity. Date Day Time Time Zone Contact or Company Sales Stage Follow-Up Action Review the follow-up context and confirm the next step.

How to Use the Follow-Up Plan

1. Start from a real interaction

Use the date of the last email, call, meeting, quotation, sample update, or other meaningful buyer interaction—not the date the lead first entered a list.

2. Adjust the visible cadence

Use a stage preset as a starting point or choose Custom Cadence. Match timing to urgency, buyer preference, market practice, relationship, and consent requirements.

3. Record the outcome

After each contact, update your CRM or working record, cancel obsolete reminders, and calculate again from the newest meaningful interaction when appropriate.

Date and Calendar Guidance

Business days are explicit

Business-day mode skips Saturdays, Sundays, and only the holiday dates you enter. It does not know local public holidays, company closures, or alternative working weeks.

Stage presets are not scores

Presets only provide fixed offsets. They do not assess buyer interest, predict a response, rank a lead, or decide whether continued outreach is appropriate.

Calendar exports need review

ICS files use your selected IANA time zone and local reminder time. Confirm daylight-saving behavior, imported dates, duration, and recipient context in your calendar application.

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Frequently Asked Questions

How are the follow-up dates calculated?

The calculator uses either the visible interval preset for the selected sales stage or a fixed interval you enter. Each offset is counted from the last interaction date. Business-day mode skips Saturdays, Sundays, and valid holiday dates you provide; calendar-day mode counts every date.

Does the selected sales stage predict when a buyer will respond?

No. The stage only selects a transparent scheduling preset. It does not score intent, predict a reply, assess deal probability, or determine whether a contact should be pursued. Adjust the cadence to match the buyer, market, relationship, and your organization’s policy.

Which time zone does the calendar file use?

The ICS file uses the IANA time-zone identifier you explicitly select. The tool does not infer the recipient’s location or daylight-saving status. Confirm the chosen zone and meeting or reminder time before importing the file.

Can I exclude local public holidays?

Yes. Enter holiday dates in YYYY-MM-DD format, separated by commas or new lines. In business-day mode those dates are skipped. The tool does not maintain a live holiday database, so you remain responsible for entering the relevant market and company holidays.

Are my contact details and schedule saved?

No. The calculation runs in your browser. TradeGoAI does not receive the entered contact, company, dates, notes, or schedule, and the tool does not use browser storage. Copy or download the plan before leaving if you want to keep it.

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