WORKING GUIDE

A simple lead follow-up routine

Use this checklist only for enquiries you are permitted to contact.

Every working day

1. Open the due-work list.
2. Confirm the lead source and consent boundary.
3. Record the next useful action and date.
4. Move pipeline status only when the conversation supports it.
5. Close lost or opted-out leads promptly.

Every week

• Review overdue actions and unassigned leads.
• Check proposal-stage leads for a clear next step.
• Export a controlled backup if policy requires it.
• Review won/lost reasons without inventing outcomes.

What a CRM cannot do

It cannot supply lawful leads, guarantee sales or authorize unsolicited messages.