Check fit and assign
Check enquiries consistently and send them to the right person with enough context for a useful first conversation.
Problem
Without shared criteria, sales time is wasted on poor-fit enquiries while strong ones wait in a shared inbox. Areas blur, priorities are guessed, and records start incomplete.
Outcomes
- Simple fit checks matched to your services and areas
- Priority assignment by location, service, urgency, and value
- Complete records and handoff notes at assignment
- Manual review for edge cases rather than silent rejection
- Fewer unassigned enquiries and clearer ownership from day one
Find out what your business is losing
We will look at your new enquiries, old leads, unanswered quotes and current follow-up process, then show you where opportunities may be getting missed.