Worksheet

Enquiry follow up sheet

Each enquiry gets its own row on a single sheet. Columns cover name, phone, source, programme, quote given, owner, next action, due date, last note and outcome, so a counsellor has every fact needed before dialling. A top strip tallies each week.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why enquiries go cold and how a follow up list stops it”, www.gullysystem.com/blog/why-enquiries-go-cold-and-how-a-follow-up-list-stops-it