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Where did your last five enquiries get stuck?

The review I use to decide what to fix before recommending automation. Run it on five recent enquiries from your own inbox, CRM and call log, and finish with one first fix and a clear reason for it.

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Cover of the guide: Where did your last five enquiries get stuck? Parag's five-enquiry review. Enquiry received, where did it wait, a person takes action. One first fix, a clear reason.

What's inside

  1. How to review five enquiries. Use your own inbox, CRM and call log. Include wins and losses. Record when a person first replied, whether the customer asked to speak, and who owns the next action.
  2. A worked example. One enquiry traced from form to first human reply, so you can see what to look for.
  3. Name the state of each enquiry. Waiting inside, waiting on the customer, unknown, won or no fit. No guessing: if it can't be verified, it's unknown.
  4. Choose the first fix from the evidence. Connect the enquiry to sales, name an owner and a backup, or automate the hand-off, and buy a tool only for a gap you've verified.
  5. A one-week first-action brief. Gap, decision and reason; owner, action and due time; and how to check five new enquiries a week later. Copy it straight to your team.

A look inside

Page 2: How I review five. Use your inbox, CRM and call log. When did a person respond? Did they ask to speak? Who owns the next action?
Page 2 · How to review five
Page 3, blurred: a worked example. In the full guide. Page 4, blurred: name the state of each enquiry. In the full guide. Page 5, blurred: choose the first fix. In the full guide. Page 6, blurred: your first-action brief. In the full guide. Get all 6 pages by email

Who it's for

Founders and owners of growing businesses whose enquiries arrive through a website form, WhatsApp, phone calls or listing portals, and who suspect some go quiet before anyone owns them. You don't need a CRM to use it, and you don't need to buy anything afterwards.

It's the same review I run before recommending any automation: when every lead has an owner and a next step, conversions follow. For one premium real-estate business, rebuilding that journey took conversions from 0.6 to 1.55 a month.