Lead Management

Lead response fundamentals

Map how enquiries should move from source to response, qualification, and booking.

Learning objective

Build a simple lead response map owners can inspect.

Lead response is a workflow, not a single message. The system should capture source, acknowledge the lead, alert the team, qualify context, and move the lead forward.

Practical example

A website form creates an immediate acknowledgement, tags the source, notifies the owner, and offers the correct booking path.

Checklist

  • List enquiry sources
  • Set response target
  • Define alerts
  • Capture qualification fields
  • Connect booking or nurture

Business systems assessment

Turn the lesson into a workflow decision.

Use the assessment to decide whether this lesson points to the workflow DOS should inspect first.