Turn an inquiry into a follow-up workflow

Use an inquiry as the starting point for a structured customer follow-up.

Where this lives

When a lead has real purchase intent, move it from a passive inquiry into a trackable workflow with owner, next step, and due date.

Signals that an inquiry deserves workflow treatment

• The customer provided a real event date, location, budget, or product interest.
• The message requires more than a one-line reply and should not be lost in an inbox.
• Several team members may need visibility into the next step.

How to keep it moving

• Assign ownership immediately so the inquiry does not become everyone's problem and no one's job.
• Record missing information, next contact date, and whether a quote or booking draft should be created.
• Close stale or dead leads intentionally so the follow-up queue stays honest.