Enquiry capture + qualification
Enquiries arrive on WhatsApp, Instagram, JustDial and email. One gets missed.
- HUMAN STEPS
- 1
- AUTOMATED
- 4
- RECLAIMED
- ~5 hrs/month
WF-12 — Enquiry capture + qualification. 1 human step, 4 automated steps, about 5 hours a month reclaimed.
- Step 1. Enquiry received (WHATSAPP)
- Step 2. Create the contact record
- Step 3. Identify typology, plot size and authority
- Step 4. Qualify against your criteria
- Step 5. Response sent + call booked (CALENDAR)
Risk points in this workflow:
- Unqualified but urgent. The enquiry that does not fit the criteria is the one that gets forgotten, not the one that gets declined.
Steps you still do:
- Take it or decline it
What it actually does
- 01Enquiry received
- 02Create the contact record
- 03Identify typology, plot size and authority
- 04Qualify against your criteria
- 05Response sent + call booked
The risk this covers
Unqualified but urgent
The enquiry that does not fit the criteria is the one that gets forgotten, not the one that gets declined.
What you still do
- Take it or decline itEither way, on the record
Everything else runs without you.
- WORKFLOW
- WF-12
- BAND
- ENTRY
- REV
- 01