Customer Inquiry Workflow
Map how inquiries arrive and get answered, then mark where automation would genuinely help.
Step 1
Define the goal
You’ll map your current inquiry process and choose one place where automation would save time or win more jobs.
Learn the background first: Lesson 19: Should your website use AI and automation?
Step 2
Gather information
Collect only what you need for this exercise. Tick each one as you have it ready.
The Site Desk never asks for passwords, card numbers or other secrets. Keep those in a password manager.
Step 3
Follow the instructions
- 1Map each channel
For each way inquiries arrive, note who sees it and how fast they reply.
- 2Mark repetitive steps
Same reply every time? Same questions asked? Those are automation candidates.
- 3Mark judgment steps
Quotes, complaints, sensitive topics stay with a person.
- 4Choose one
Pick the single change that would help most, start there, measure for a month.
Step 4
Record your results
Free with an account
Create a free account to record and save your work
Your answers are saved to your account, so you can come back on any device, verify your work and build your improvement plan.
No password. We email you a 6-digit code. Already use Client Updates? Use the same email; it’s the same account.
We sent a 6-digit code to . Check your inbox (and spam).
Channels
Saved automatically to your account as you type.
Step 5
Verify completion
Step 6
Choose your next action
Level 3 · Professional implementation
Rather not do it yourself?
Send the work to the TL Web Design team through Client Updates. We review what you need and send an estimate when one applies. Nothing changes on your website and nothing is charged until you approve it.
Have Our Team Implement This