CHAPTER 03 · ABOUT 20 MINUTES
Enquiry capture and handover
Give each genuine enquiry an owner a next action and a date.
Start here
A CRM is useful when someone else can pick up the job without asking you to reconstruct it. Begin with one enquiry and the tools your team already uses. Buying another system can wait until you have found the actual gap.
Inside this pack
- Enquiry reference and permitted work type
- Confirmed history and channels checked
- Unknown information to clarify
- Current stage and reason
- Next commitment owner and date
The complete pack includes the working steps, a fictional example, a printable worksheet, an editable copy and a check for the person doing the work.
THE COMPLETE READER LIBRARY
One signup. Every chapter resource.
When the reader library opens, one free registration will give you all 16 packs and supporting training. No purchase or paid membership will be required.
The book and reader library are coming soon. For now, explore what is included in each chapter.