Free tool · Prepare a campaign
What happens after someone contacts us?
Plan who handles an inquiry, which questions they ask and when a handoff should occur.
What happens after someone contacts us?
Use your own figures for deterministic planning or analysis. Inputs remain in this browser. Models do not verify business outcomes; contribution is not net profit.
How to use this tool
Bring: Inquiry type, actual hours and timezone, response owner, permitted channels, permission process, qualification questions and owner-chosen schedule.
- Define the inquiry and the person responsible for responding.
- Document actual hours, permitted channels and the permission and opt-out process.
- Choose questions, timing and handoff conditions that fit your operation.
- Review the editable draft. Pause individual outreach where permission is missing or someone has opted out.
Hypothetical example — fictional inputs, not a forecast
| Inputs | Value |
|---|---|
| Inquiry type | Estimate requests |
| Response owner | A service coordinator |
| Qualification questions | 2, chosen by the owner |
| Used only if contact permission is established |
| Results | Value |
|---|---|
| Plan | Names the coordinator and the 2 questions |
| Contact permission | Unknown, so recorded as an unresolved decision |
| Outreach | Not authorized by the tool |
Use these figures only to understand the method. Replace them with your own consistent inputs.
Read the result in context
Use the plan to rehearse responsibility and handoff. It does not confirm that a message reached anyone or that an inquiry was qualified.
Assumptions and limitations
- No contacts are uploaded and no messages, reminders or bookings are sent.
- There is no universal response-time benchmark or compliance certificate.
- Owner confirmation of a process does not establish permission for each individual contact.
Your information
Entries and results stay in this browser session unless you explicitly copy, print or download them. Do not enter personal contact details or confidential client information. Reloading may clear your work. These statements describe the tool code. Other website scripts have their own privacy practices; review the website privacy policy before entering sensitive business information.
Questions before you start
Does this connect to my CRM?
No. Copy the reviewed workflow into your own approved operating process if appropriate.
Will it follow up automatically?
No. It creates a local draft and leaves sending and permission checks to the responsible people.
What does the plan include?
It includes the response owner, business hours, permitted contact channels, qualification questions, the booking or estimate process, your chosen follow-up schedule and the handoff owner and trigger.
What happens if I have not confirmed contact permission?
The plan records the permission decision as unresolved. It does not authorize outreach.