LEAD FOLLOW-UP · Workflow idea
Give your team a clear way to review new enquiries, avoid duplicate follow-up, and route requests by program interest.
01 / The starting point
A prospective customer submits an enquiry through your form
“Review each new enquiry and make sure it reaches the right team for follow-up.”
02 / The work
Keeps incoming program enquiries organized so your team can respond without sorting through duplicates or guessing who should follow up.
Capture the prospective customer’s name, email, and program interest so the team has the context it needs to follow up.
When key details are missing, send the enquiry to a person to review and decide how to proceed.
Look for an existing request from the same email address before adding another follow-up record.
Save the details needed to understand and respond to the enquiry, without collecting extra contact information.
Direct enquiries by program interest to the team responsible for follow-up.
Let the appropriate person know when an enquiry cannot be recorded or routed as expected.
03 / The result
A clear follow-up record for each new enquiry, routed by program interest, with incomplete details sent to a person for review.
Customer support · Example outcome
A clear follow-up record for each new enquiry, routed by program interest, with incomplete details sent to a person for review.
Keep contact details to a minimum, check for an existing enquiry by email, and route requests with missing details to a person.
04 / Make it yours
A few choices shape the work around your team.
Decide which person or team should follow up on each program, including who handles priority enquiries.
Choose the details your team needs to respond, and decide what should count as an incomplete enquiry.
Name the person or team who will review requests that are missing key information.
Decide how your team will handle repeat enquiries and requests that need attention.
Keep exploring
Keep inquiries organized, prepare timely follow-ups, and track replies while honoring contact permissions, opt-outs, and human review.
Prepare a timely welcome for eligible new leads and prevent repeat or unwanted contact.
Organize new inquiries and prepare optional tailored follow-up with explicit contact and audio checks.