Follow-up Report

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📖 Detailed Explanation

A Follow-up Report is a progress document submitted by a salesperson in foreign trade to a client or internal team, either regularly or irregularly after initial communication, regarding a sent quotation, sample, order, or client intention. Its core purpose is to record communication history, clarify the current status, and propose next steps to drive deal closure or problem resolution. Use cases include: post-exhibition client follow-ups, urging orders after quotations, collecting feedback after sending samples, and reporting order production progress. Notes: Content should be concise and objective, avoiding subjective assumptions; it must specify follow-up time, method, client feedback, and to-do items; unlike a 'Progress Report', a follow-up report focuses more on continuous tracking of a specific client or inquiry rather than overall internal project progress; compared to a 'Sales Report', it focuses more on the details of a single follow-up activity. When writing, it is recommended to use a 'Background-Action-Result-Next Step' structure to help clients and teams quickly understand.

📝 Examples

1. Based on the quotation sent last week, I followed up with Client A on March 10 via email and phone. The client expressed continued concerns about the price and requested a more detailed cost analysis. The next step is to send supplementary explanations by March 15 and arrange a video conference. (Note: Used to record the follow-up process and client feedback for a quoted client.) 2. Regarding Order PO-2024-001, the follow-up report shows: deposit received confirmed on March 5, factory started production on March 8, expected completion on March 25. The client requests production photos updated every Friday. The next follow-up is scheduled for March 12. (Note: Used to inform the client or internal team of regular follow-ups during the order execution phase.)

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