Conversation Flow Lab / stages

The seven workflow stages

Map the path from signal to next step. The audit summarizes these into six scored areas.

Stage 1: a relevant signal

Identify the specific event that shows someone may want a conversation.

Keep source, intended next action and necessary permission together.

Measure when a person receives an answer that advances the conversation.

Use shared criteria so the next action is understandable and fair.

Move a conversation to a named person without losing the customer's question.

Keep the promised next action visible and within the person's contact expectations.

End each useful conversation with an explicit outcome and owner.

The audit identifies the first fixable gap and makes tool categories optional.