The lead follow-up checklist.

Capture

• Every enquiry lands in one placePhone, form, text, email and social all end up on one list, not five inboxes.
• The source is recordedWhere did this enquiry come from? You cannot judge marketing without it.
• The details you need are taken first timeJob, location, urgency, contact, best time. Not just a name and number.

Respond

• Acknowledged within minutesA text or email saying it arrived and who will call by when. Automatic is fine.
• A named owner and a deadlineSomebody is responsible for this enquiry and everyone can see who.
• First personal contact the same dayWithin the hour for anything urgent.
• Next step booked on the first callA survey, consultation or quote date. Never "I will get back to you".

Quote

• Quote sent with a summary and a clear next step"Reply to this message or call me to go ahead."
• Day 3 check-inDid it arrive, does it make sense, any questions.
• Day 7 obstacle removerTiming, payment, what happens on the day. One useful thing.
• Day 14 direct askPermission to say no. Close it off or confirm it is still live.
• Monthly touch until decidedSeasonal and useful, not "any news".
• Stop the moment they replyNothing automated goes out after a customer has answered.

Outcome

• Every enquiry ends as won, lost or still decidingNo enquiry is allowed to simply fade.
• Lost reasons recordedPrice, timing, went elsewhere, no reply. After three months the reasons tell you what to change.
• Lost quotes revisitedA message a few months later, especially before your busy season.
• Won customers enter the after-sales processConfirmation, updates, review request, service reminder.

Measure

• Enquiries per month by source
• Average time to first contact
• Quotes sent, won and outstanding
• Win rate by source and job type
• Quotes recovered by follow-upThe number that justifies the process.