Free workflow check

Does every enquiry have an owner and a next action?

Inquiry or enquiry: the same handoff. Check one form or inbox without sharing contact details or customer records.

7 quick questions · About 60 seconds · No email required

Choose one enquiry source to check. Answer from your team’s current workflow. “Not sure” stays unknown; it is never counted as a confirmed gap.

1. Which one source are you checking?2. Where should the team track those enquiries?

3. Does each enquiry have a persistent record in that destination?

YesNoNot sure

4. Does each record have a named person responsible for the next step?

YesNoNot sure

5. Can the team see the current status on each record?

YesNoNot sure

6. Does each open record show a next action with a date?

YesNoNot sure

7. Do incomplete or uncertain enquiries enter a visible human-review queue?

YesNoNot sure

Your answers stay in this page and are not saved or sent. Optional site analytics record completion and the number of gaps, not your answers.