Focused workflow check

Conversation handoff check

See whether the next fix is call coverage, permission, ownership or follow-up.

No login or customer data required. The full audit measures every stage.

YOUR CURRENT WORKFLOW10 QUESTIONS

Which source creates the most relevant opportunities today?

Social comments or DMsB2B account research or outreachCalls or textsWebsite formsVideo, audio or educational contentReferralsWe do not know yetStart by recording where useful inquiries actually begin.

How many relevant signals arrive in a typical month?

Count the source you selected, not all site visits.

0–2526–100101–500More than 500

How quickly does a person receive a useful first response?

Within 15 minutesThe same dayOne or two days laterWe do not measure it

Who owns the record and next action?

No clear ownerAn inbox or spreadsheet, assigned informallyA named owner in a shared systemOwner, backup and overdue review

How does the team decide whether a conversation is a fit?

No shared criteriaEach person decides differentlyA written checklistA checklist with reviewed outcomes

How often are relevant calls missed or left unowned?

Rarely or neverSometimesFrequentlyWe do not measure it

Do you have people who chose to receive marketing email?

NoThe source or scope is unclearYes, with source and unsubscribe records

What happens after the first reply?

No consistent next actionSomeone follows up when they rememberReminders or a documented sequenceOwned follow-up with outcomes reviewed

How clear is the basis for the next message on this channel?

Inbound replies, subscribed email and outbound prospecting have different requirements.

Source and permission or contact basis are documentedSome records are clear, others need reviewWe are not sureOnly person-to-person replies to current inquiries

Who could implement a change over the next month?

Only time for a manual processA small pilot is possibleAn owner and budget are available

conversationflowlab

Independent guidance for the path from first signal to a useful conversation.

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