ENQUIRY TRACKER GUIDE
Free from StegPoint · stegpoint.com

Open the Excel workbook and enter one enquiry per row. The blank rows are for your own customers; no sample customer information is included.

Date received: the date the person first contacted you.
Customer: the person's name or an internal reference.
Contact: their preferred email or phone number.
Service / request: a short description of what they need.
Source: where they found you, if known.
Status: New, Contacted, Quoted, Booked or Closed.
Next action: the specific thing you need to do next.
Follow-up date: when you plan to do it.
Notes: useful context, such as a preferred call time.

DAILY ROUTINE
1. Add new enquiries.
2. Filter or sort the whole table by follow-up date.
3. Complete due actions and update the status.
4. Give each open enquiry a next action and follow-up date.
5. Mark an enquiry Closed when it is finished or the person declines.

Keep this working copy private and store only information you need to handle the enquiry. Add more rows beneath the table as your list grows. This workbook records your actions; it does not send messages or reminders automatically.
