Help suitable enquiries move towards a sale
WORKMATES TECHNOLOGIES | ACTION WORKSHEET

More leads may increase workload without improving business. The gap can sit before, during or after the first response.

POSSIBLE CAUSES
- The offer attracts enquiries that are not a suitable fit.
- Response ownership, qualification or follow-up is inconsistent.
- Price, availability, product fit or commercial terms do not meet expectations.

CHECKS
1. Review a representative set of enquiries: source, fit, response and outcome.
Evidence / owner / next action: ____________________
2. Check what the customer was promised before contact.
Evidence / owner / next action: ____________________
3. Ask the team where conversations stop; separate known reasons from assumptions.
Evidence / owner / next action: ____________________

IMPROVEMENTS TO TRY
Choose the actions that fit your review. Record what you will change and how you will assess it.
- Define a suitable lead using requirements, service fit and buying readiness.
- Align the promise in your campaign with the actual offer and sales conversation.
- Assign an enquiry owner, a response process and a clear next action for every suitable lead.
- Record why enquiries stall or close; improve the offer or handoff using those patterns.

PRACTICAL DIRECTION
Clarify audience and offer, collect only useful qualification details and agree response ownership. Address commercial or operational issues with the business team rather than assuming advertising will solve them.

Choose one priority: ____________________
Who owns the next action? ____________________
When will you review it? ____________________

These are possible explanations, not a diagnosis of your business. Use non-confidential examples.
workmates.in | abhay@workmates.in