How to use this checklist
Walk through the enquiry process as if you were a customer, then compare what happens internally. Fix gaps in clarity, ownership, and tracking before adding CRM, automation, or new website features.
Resource
Website Enquiry Follow-up Checklist
A practical checklist to help small businesses make website enquiries clearer, easier to track, and more reliable to follow up.
A website enquiry is only useful if it reaches the right person, includes enough information, and gets followed up. Use this checklist to review the path from form submission to customer response before changing your website or adding more tools.
Talk through this checklistWebsite enquiries
Who this is for
- Local service businesses that receive enquiries through website forms or email.
- Owners who worry that leads are missed when the team is busy.
- Businesses with forms that collect too little, too much, or unclear information.
- Teams that need a clearer handoff from website enquiry to follow-up.
Checklist
- 1Confirm every enquiry form works on desktop and mobile.
- 2Check that form questions collect enough information to respond usefully.
- 3Remove unnecessary fields that may stop people from submitting.
- 4Make sure the customer sees a clear confirmation after submitting.
- 5Send enquiry notifications to a monitored inbox or person, not an unused address.
- 6Record enquiries in one place so they are not scattered across inboxes.
- 7Assign ownership for who replies and who follows up if the first response is missed.
- 8Set a practical response-time expectation for the team.
- 9Use a simple status such as new, replied, waiting, booked, or closed.
- 10Review missed, delayed, or low-quality enquiries each month.
When to ask for help
- Enquiries arrive but the team cannot see who replied or what happened next.
- Customers say they submitted a form but nobody received it.
- The website form, inbox, spreadsheet, and follow-up process do not match.
- You need a simple enquiry workflow before considering CRM or automation.