Prepare your lead follow-up workflow

Map where enquiries arrive

List your website forms, ad forms, inboxes, messaging channels, and CRM. Explain how an enquiry reaches the team today, what information is missing, and where follow-up stops. Include approximate volume and working hours.

Agree useful follow-up rules

• Qualification questions and the conditions for booking, routing, or human review.
• Who owns each enquiry, how duplicates are handled, and when the sales team is notified.
• Approved channels, contact permissions, opt-out handling, and when messages must stop.
• The fields and stages your CRM should receive.

Measure the right things

Choose a baseline and an agreed way to measure response time, completed follow-ups, qualified enquiries, or bookings. These measures help review the workflow; they are not a guarantee of sales or revenue.