Enquiry tracking
Keep the enquiry.
Keep the context.
Give every new conversation a place, a next action and an outcome you can actually understand.
THE CONNECTED APPROACH
Every metric has a meaning.
A phone-link click is not evidence of an answered call. An ad conversion is not automatically a qualified enquiry. We keep the definitions clear so your reports support useful decisions.
See an example journeyWHAT WE PLAN
A practical scope.
Built around your goal.
The final deliverables are set out in your proposal.
- ↗A map of current enquiry sources
- ↗Agreed enquiry and qualification stages
- ↗Follow-up ownership and next actions
- ↗Notes and booked outcome tracking
- ↗Reporting definitions
- ↗Connection and delivery checks
HOW WE START
From a conversation
to a clear plan.
Define enquiry stages and who follows up.
Agree on integrations and test how information arrives.
Review quality, follow-up and booked outcomes.
You stay involved in the decisions.
Account access, costs, publishing and tracking changes are agreed with you. Agency Workbench is still in development. Agency services are discussed and scoped separately.
Explore Agency Workbench