Enquiry records
Understanding enquiry records
Before considering extra reporting tools, decide which question the records need to answer.
Is this your situation?
A list of submissions cannot tell you what happened after the first email.
- Owners reviewing the kinds of enquiries their website receives
- Teams wanting to record whether an enquiry became a quote or a job
- Businesses checking which information is missing from their records
What to consider
Make the information useful.
- Separate submitted customer information from the team’s later notes
- Use consistent labels for source, status and next action where useful
- Check missing, duplicate and out-of-date records before drawing conclusions
- Only collect information you need and restrict access appropriately
Start with the website
Keep the first step straightforward.
Our core offer is a managed website for a small service business. It already includes enquiry collection and email notification. Extra tools are only worth considering when the need, scope and responsibilities are clear.
See the Managed Website package →Have a question about your enquiries?
Send a few details. We will confirm the fit and scope before any work begins.