Capturing enquiries · ASRR Tech
What information does a new lead require?
Ask enough to contact the person and understand the request. Additional fields help when they change a next action or assignment.
A practical example
A brochure request needs less information than a detailed project intake.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Define the next action.
- Connect fields to decisions.
- Test a short enquiry.
What does success look like?
Every required field has a clear purpose in follow-up.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Capturing enquiries: the wider process
The entry channel determines what information an enquiry contains. A brochure form provides different context from a phone call or an Instagram message. Capture what you need to choose the next step. Keep the original request alongside structured fields so a colleague can understand its meaning. Agree who reviews new enquiries and how exceptions are recognised. Test the route with a normal enquiry, missing information and a returning customer. Then inspect the record the responsible employee actually sees.