Enquiry capture & follow-up
Keep the next enquiry moving.
When new enquiries arrive in different places, keeping track can become a job of its own. We can connect the steps from first contact to the next useful action.
A workflow scoped around your tools and how your team replies.
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01
Capture the useful detailsBring the contact and request into one place
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02
Prepare the next stepA task, draft reply or notification
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03
Keep a person in the loopReview the reply and decide what happens next
Does this sound familiar?
You've got the enquiry.
Then comes the admin.
A name in the inbox, details in a spreadsheet, a reminder on someone's list. The handoffs add up.
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01
Enquiries in more than one place
Work out where they arrive and the information you need to capture.
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02
The same details copied again
Choose where the record should live and what should be kept in sync.
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03
Follow-up that relies on memory
Agree useful reminders, ownership and when a person needs to act.
Built around the way you reply.
We'll look at your enquiry sources, the tools involved, how replies are approved and the exceptions that need a person. The agreed scope includes how we'll check the work and hand it over.
A focused first conversation
How do enquiries
reach you today?
Give us a little context. We can work through the process together.
Let's start with a conversation.
Tell Connor about the task, the tools you use and what you would like to improve.
Email Connorconnor@fraser-grant.com
Opens your email app. You can also copy the address above.