TREELINE | WEEKLY ENQUIRY CHECK
Week beginning: __________________
Owner: ___________________________

Use your existing secure customer records for contact details. This checklist only needs totals and actions.

[ ] Check missed calls, voicemail, contact forms and business email.
[ ] Assign every genuine new enquiry an owner and a next action.
[ ] Check which customers are waiting for a site visit or quote.
[ ] Follow up outstanding quotes where a follow-up is expected and welcome.
[ ] Confirm dates and job details for booked work.
[ ] Record why work was lost, unsuitable or outside your area.
[ ] Update the source and outcome for each enquiry in your own records.
[ ] Ask completed-job customers for honest feedback. Do not offer rewards for reviews or ask only happy customers.

THIS WEEK'S NUMBERS
Genuine new enquiries: ___________
Quotes sent: ____________________
Jobs booked: ____________________
Jobs completed: _________________
Marketing spend: ________________
Outstanding replies/quotes: ______

Compare enquiries and booked jobs from the same enquiry group when working out a win rate. Jobs booked this week may have started as enquiries in an earlier week.

THREE ACTIONS FOR NEXT WEEK
1. _______________________________________________
2. _______________________________________________
3. _______________________________________________

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