Enquiry follow-up · A workflow to scope
When messages arrive through different channels, the next step can disappear between people. A useful workflow keeps the record, responsible person and follow-up together.
From a question to the next step
Start with a received enquiry, capture the details needed, assign someone to respond and record the outcome. A reminder helps the responsible person see what needs attention.
An ad click alone is not an enquiry. A missing answer stays a question for staff, rather than becoming an invented fact.
A received message or submitted form, contact permission, relevant answers and the channel used. Agree which system owns each record.
A record with a responsible person, a next action and the last call or visit outcome. Your team reviews the answer and decision.
A customer changes the request, one parent enquires for two children, or the person stops messages. Those cases need explicit rules and a way for staff to take over.
WhatsApp provider access, permitted messages, staff roles and your current CRM. The connection and rollout depend on those checks.
NitiSol · Vadodara
Tell us what your team does today, what takes too long and what you would like to change.
You can start with a message or call. Choose another way to talk