We lose track of unanswered inquiries.
Guide + CSV trackerSet up a shared list of unanswered inquiries, who will reply, and when. Includes a blank spreadsheet and a filled example.
How to track client inquiries and repliesInquiries & proposals
From receiving an inquiry through replies and follow-ups to an accepted proposal.
Start with the situation you are in. You can use each guide on its own.
We copy form submissions by hand.
Guide + worksheetRecord each inquiry once, assign it to a teammate, and catch transfers that never reached your list.
How to turn form submissions into inquiry recordsA client has not replied to our proposal.
Guide + message templateSet a review date and name one person to reply. Use the message template, then stop follow-ups when the client responds or asks to wait.
Follow up without sending it twiceThe client said yes. What exactly was agreed?
Guide + agreement recordRecord exactly which scope, price, and proposal version the client accepted, so the team starts from the agreed offer.
From inquiry to accepted proposal