Check Your Enquiry Process
Use these guides to check how you handle enquiries and decide what to test next. Each includes a worked example with invented data.
Original practical guides · Prepared 16 October 2026 · Worldwide English, with US, UK, Australia and Canada in view
1. Sales operations · 8 min read
Audit Your Enquiry Response Before Adding AI
Map ownership, response delays and next steps with a small synthetic enquiry audit. Includes a worksheet and reproducible calculation.
Original contribution: A six-enquiry fictional audit, with a deliberately unresolved enquiry and a Python calculation you can reproduce. These are worksheet results, not customer or AI-tool outcomes.
2. Workflow decisions · 8 min read
Choose Your First AI Workflow From A Real Bottleneck
A practical selection worksheet for small teams: compare rules, templates and AI, then choose one reversible test with a clear stop rule.
Original contribution: A worksheet compares five fictional tasks and calculates how many sample cases need a person. Use it to find unclear rules or missing permissions before a trial. The counts do not rank commercial products.
3. Practical testing · 10 min read
Test An AI Workflow With Six Synthetic Enquiries
Build a small, repeatable enquiry-response benchmark with expected behaviours, human review and hard stops. Includes original fixtures and a Python checker.
Original contribution: Six invented enquiries and two sets of review flags. The Python checker returns 3/6 and 6/6. We wrote both sets of flags; neither came from an AI tool.
Review Your Own Process
The free Sales Response Scorecard uses your answers to suggest three practical steps. It does not estimate lost sales. You can read the result without sharing an email address.
Try the free Scorecard