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I will set up a simple customer enquiry tracking system
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Description
I will set up a simple customer enquiry tracking system for your business.
This is useful if you receive customer questions through email, website forms, WhatsApp, phone, or social media, and want a clearer way to track who contacted you, what they need, and what follow-up is required.
What is included:
- customer enquiry tracker in Google Sheets or Notion
- status columns for new, replied, follow-up, won, and lost
- follow-up date fields
- customer details and service request fields
- reply template structure
- simple summary dashboard
- basic handoff guide for your team
Best for clinics, salons, cleaning companies, local service businesses, consultants, and small teams that do not want a complicated CRM.
This setup does not replace your team. It helps your team organize enquiries, reply faster, and avoid missing potential customers.
Please message me before ordering so I can confirm the workflow fits your business.
Instructions
Please message me before ordering or send the details of your current enquiry process.
To set up the workflow, I need to know:
1. What type of business do you run?
2. Where do customer enquiries usually come from? Email, WhatsApp, website form, phone, social media, or other?
3. What information do you need to track for each customer?
4. What statuses do you use? For example: new, replied, follow-up, won, lost.
5. Do you prefer Google Sheets or Notion?
6. Do you need reply templates included?
If you are not sure, describe your current process and I will suggest a simple structure.
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FAQ
Do you build a full CRM?
No. This is a simple enquiry tracking workflow for small businesses that do not need a complicated CRM. It helps your team track requests, replies, and follow-ups clearly.
Can you customize it for my business?
Yes. I can customize the tracker fields, statuses, reply template structure, and summary view based on your business process.
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