This invention discloses a standardized management method, device, and medium for the entire customer follow-up process. The method includes: establishing an initial communication association between the target user and the target
instant messaging terminal; based on the initial communication association, sending initial contact content according to preset standardized rules and generating an interaction
completion status identifier; initiating a standardized multi-round interaction mechanism, sequentially launching multiple rounds of interaction requests, using the response status of each round of interaction as a
branch condition, and pushing differentiated demand guidance content, including appointment invitation information, at preset time points; if appointment confirmation feedback is obtained, matching a reminder time point based on the confirmed
appointment time information and sending an appointment reminder message. This application, by constructing a standardized mechanism for the entire process, breaking down data barriers between multiple systems, and building an intelligent closed-loop
workflow, overcomes the reliance on experience in traditional operations, reduces operating costs, avoids strategy mismatch problems, and improves operational efficiency and
service quality stability, achieving a dual improvement in operational efficiency and
service quality.