SMALL BUSINESS TOOLKIT | WORKSHEET 05
Organise enquiries without losing the next step

Free to adapt for your own business. No email required.
Keep completed worksheets private; do not publish customer information.
Teaching aid, not a guarantee of business results.

KEY IDEA: A contact needs a next action; a tag alone is not a work plan.

1. Which stages will you use, and what enters each stage?
Your answer: 

2. Which source or interest tags are useful?
Your answer: 

3. What event adds or removes each tag?
Your answer: 

4. Enquiry reference (avoid unnecessary personal details).
Your answer: 

5. Current stage and missing information.
Your answer: 

6. Next action, owner and due date.
Your answer: 

7. Where is agreement or payment evidence kept?
Your answer: 

8. What will you review daily and weekly?
Your answer: 

PRACTICE
Take three open enquiries and add one next action to each. If you cannot choose an action, identify the missing decision rather than creating another tag.

REVIEW
What changed?
What remains uncertain?
Next action and date:

Full lesson: https://xinnotion.com/affiliate-site/small-business-tools/organise-your-client-workflow.html

LOCAL CONTEXT
Choose your operating jurisdiction and customer market separately. Label currency and check the applicable local rules.
https://xinnotion.com/affiliate-site/small-business-tools/country-guides.html
