The operating path.
- CaptureCheck source, time and identity.
- AssignName an owner and a fallback.
- ActSet a dated commercial next step.
- CloseRecord the outcome or exception.
What you need.
A 30 to 90 day lead export with source, enquiry time, first human response, owner, stage, next action and commercial result. Read a sample end to end before designing a dashboard.
What you leave with.
A response standard
A shared stage dictionary and response expectations by enquiry type and business hours.
An exception queue
Suitable leads without an owner or dated next action are visible for review.
A useful baseline
Contact and qualified next-step rates can be measured consistently.
How to know it is working.
The method is working when a manager can select any suitable enquiry and see who owns it, what happened, what should happen next and when its commercial outcome became known.
An Advery operating method, applied to your own records and constraints.