PLAINVIEW WEB — AI CUSTOMER FOLLOW-UP REVIEW
https://plainviewweb.com/guides/review-ai-customer-follow-up
Reviewed October 20, 2026

Use an account and source material approved by your business.
Keep private customer records out of this reusable template.

DRAFTING BRIEF
Purpose of this reply:
Customer question (use a suitable summary):
Approved business facts and source/date:
Unresolved questions for the business:
Next step to offer:
Tone and length:
Instruction: prepare a draft only. Do not send or change records.
Instruction: flag missing facts. Do not invent prices, dates, bookings or commitments.

REVIEW AGAINST THE ORIGINAL SOURCE
[ ] Names, quantities and project details match.
[ ] Prices, dates and availability are verified or left unresolved.
[ ] No booking, discount, refund or delivery commitment was invented.
[ ] The reply does not claim an action has happened unless confirmed.
[ ] The customer's actual question is addressed.
[ ] Questions request only information still needed.
[ ] The tone fits the customer and situation.
[ ] The recipient, subject, links and attachments are correct.
[ ] Internal notes, placeholders and private working comments are removed.
[ ] The final version was checked after all revisions.

SEND DECISION
Reviewer:
Unresolved issue / person responsible:
Approved to send? (yes / no):
Authorized sender:

If a check fails, correct or escalate before sending. A draft is not evidence that an action happened.