Capture the enquiry
Collect company size, location and what they need. Ask for missing information rather than repeating what the person already shared.
Guide the journey
Use the answers to choose the next step: collect a document, ask for a review, or request a signature. Show what is still needed along the way.
Track the actual outcome
A call can end while a booking or review is still waiting. Keep that status visible so your team knows what to follow up on.