Turn new enquiries into organised sales follow-up.
Enquiries arrive through your website and inbox. Bring them into one pipeline, assign an owner, schedule the next action, and flag opportunities waiting for a response.
When this is useful.
This is useful for a sales manager or business owner when enquiries live in inboxes, forms, and spreadsheets at the same time. Ownership is unclear, follow-up depends on memory, and it is hard to see which conversations are waiting. The workflow brings those enquiries into one pipeline so the next step is visible.
How the workflow operates.
- 01
Capture
Website and inbox enquiries become one record.
- 02
Assign
An owner is named from the rules you already use.
- 03
Follow up
The next action is scheduled, with a reminder attached.
- 04
Track
Waiting opportunities stay visible on the pipeline.
What we would build.
- Connected intake from the enquiry sources you already use
- Duplicate handling so the same contact is not created twice
- Ownership rules that assign the right salesperson
- Reminders for the next agreed action
- A pipeline dashboard that shows open work and waiting replies
What we need to start.
- The enquiry sources to connect, such as a website form or shared inbox
- The CRM fields your follow-up actually needs
- Assignment rules you already use — territory, product, or a named owner
- The pipeline stages you sell through
Where your team stays in control.
Salespeople still decide whether an enquiry is qualified, and they still own the customer conversation. The workflow organises intake, ownership, and reminders. It does not send replies or close deals on its own.
A focused first pilot.
A first pilot usually covers one enquiry source and one sales team. That keeps the path small enough to measure, without trying to rebuild every channel at once.
How success is measured.
We agree the qualification criteria before work goes live. First-response time is measured from enquiry to a person’s first reply, not an automatic confirmation. Follow-up completion counts tasks finished by their due date.
First-response time
Time from enquiry to a salesperson’s first reply. Automated acknowledgements are excluded.
Follow-up completion
Follow-up tasks completed by their due date.
Qualified opportunities
Opportunities that meet the qualification criteria agreed before launch.
Related services
From the journal
Organise the way enquiries are followed up.
Tell us how enquiries arrive today, who owns them, and what a good first response looks like.