Bathrooms and showrooms · ASRR Tech
How do you connect an enquiry with a consultation visit?
Keep enquiry and visit connected as one journey. Check address, contact arrangements and preparation before confirming the visit.
A practical example
An enquirer books advice at a location different from the billing address.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Check visit location.
- Confirm preparation.
- Connect appointment to enquiry.
What does success look like?
The adviser has the correct location and reason for visiting.
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.
Bathrooms and showrooms: the wider process
A bathroom journey often starts with inspiration and becomes a defined project later. Brochure requests, consultations and quotations each need different information. Connect those steps without assuming every visitor is ready to buy. Preserve preferences and agreements for the colleague handling the next conversation. The Refresh Bathrooms collaboration shows website forms and bookings connected to Alpha CRM. The process choices in this guide are configuration advice, not a claim that every customer already uses the same setup.