INQUIRY-TO-ESTIMATE HANDOFF WORKSHEET

Business / workflow:
Workflow owner / backup:
Review date:

1. CURRENT PATH
Entry channels:
Record that determines current status:
Where information is retyped:
Where work waits for a person to notice:

2. MINIMUM RECORD
[ ] Inquiry ID, received time, source link
[ ] Customer contact, service area, preferred contact method
[ ] Requested work, timing, missing facts
[ ] Owner, status, next action, due time
[ ] Confirmed links to customer, job, and estimate records
Our rules for duplicate inquiries versus separate jobs:

3. EACH HANDOFF (COPY FOR EACH STEP)
Current status:
Person responsible:
Action required:
Due-time rule:
Required information:
Exit condition:
Backup if the owner is unavailable:

4. FOLLOW-UP RULES
Approved channel and message:
Contact window:
Maximum follow-ups / final status:
Reply, opt-out, acceptance, decline, wrong-contact stop rules:
Person responsible for answering a reply:
How current status is rechecked before sending:
What happens when a connection fails:

5. TEST BEFORE LAUNCH
For each case, record: expected result / observed result / pass or fix.
[ ] Duplicate inquiry through two channels
[ ] Second job from an existing customer
[ ] Reply immediately before a reminder
[ ] Owner unavailable
[ ] Connection failure and retry
[ ] Estimate status changed manually

6. REVIEW
Inquiries reviewed:
Inquiries with an owner and next action:
Time to useful human response:
Records requiring correction and why:
Smallest improvement to try next:
Person responsible / review date:

Source: Agent Run Apps
https://www.agentrunapps.com/resources/inquiry-to-estimate-checklist
Free worksheet. Adapt it to your business.