Made for Entrepreneurs
Route New Customer Inquiries From First Contact to Next Step
Also useful for: people in Entrepreneurs
120 min
Advanced
Business & Entrepreneurship
Get More Customers
Need More Customers
Build a reliable inquiry path that sorts leads, triggers the right response, moves strong fits toward a conversation, and keeps quiet prospects from disappearing.
Create a free account to save your progress and use this Playbook.
Use this when
Customer inquiries arrive through several channels, responses vary from one lead to the next, qualified prospects stall before booking, or follow-up depends on remembering who went quiet.
You'll need
- Offer and Ideal Fit
- Inquiry Channels
- Weekly Inquiry Volume
- Response Time Target
- Qualification Criteria
- Disqualifiers
- Qualified Lead Next Step
- Booking Process
- Customer Message Style
- Follow-Up Limit
- Current Tools
- Common Exceptions
You'll get
- Every inquiry route tied to a clear next action
- Required intake information defined
- Fit and disqualification rules documented
- First-response templates approved
- Booking handoff tested
- Follow-up stop conditions documented
By the end of this playbook
You will have:
- Every inquiry route tied to a clear next action
- Required intake information defined
- Fit and disqualification rules documented
- First-response templates approved
- Booking handoff tested
- Follow-up stop conditions documented
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Offer: six-week bookkeeping setup for small agencies. Channels: website form, email, Instagram, and referrals. Volume: 11-25 inquiries weekly. Response target: four business hours. Strong fit: established service business, complete records, eight-week timeline, and budget of at least $2,500. Disqualifiers: tax filing, emergency cleanup, missing records, or budget below the service minimum. Next step: 20-minute fit call. Tools: Gmail, Squarespace, Calendly, and Google Sheets. Follow-up limit: three attempts.
Sample assembled prompt
ROUTING SNAPSHOT 1. Qualified and ready Criteria: Core fit... Status: Fit - Invite to Book... Exit: Call booked or follow-up sequence... 2. Qualified but incomplete Criteria: Likely... Status: Waiting for Lead Details Next... Exit: Details received, declined, or final... 3. Manual review Criteria: Conflicting details,... Status: Review Needed Next action: Review... Exit: Moved to qualified, referral, waitlist,... QUALIFIED RESPONSE Subject: Next step for... Based on what you've sent, your... The next step is a 20-minute... Book a time here: [calendar link]... The call confirms fit and does... FOLLOW-UP SCHEDULE Day 2: Brief reminder... Day 5: Address one likely booking... Day 9: Final check-in and close...