Customer workflows
Respond. Follow up. Move forward.
Give every inquiry a clear next step, even when your team is busy doing the work.
Talk through this workflow- Capture and organize incoming inquiries
- Prepare replies from approved information
- Connect follow-up, calendars, and customer records
- A useful measure
- First-response time and follow-up completion
- Where your team stays involved
- Unusual requests, availability, and commitments follow your agreed rules or go to a person.