STARTUPCOACH · A LITTLE DIRECTION
startupcoach.cc

LEAD-TO-BOOKING WORKFLOW CHECKLIST
A process map before a software purchase.

TRIGGER
Approved source:
Purpose of enquiry:
Required fields:
Fields we do NOT need:

RECORD + OWNERSHIP
Destination:
Duplicate rule:
Assigned owner:
What happens if data is missing:

FOLLOW-UP
Approved draft/template:
Human reviewer:
What the message may promise:
Conditions where it should not be sent:

NEXT STEP
Appropriate booking / reply destination:
How acceptance is recorded:
How an enquiry differs from a booking or sale:

FAILURE + REVIEW
Failed integration alert:
Manual fallback:
Permission/access review:
Data retention / deletion process:
Testing with synthetic examples:
Owner handover:

CHECK BEFORE ACTIVATING
[ ] Required fields tested
[ ] Duplicates tested
[ ] Missing information tested
[ ] Integration failure tested
[ ] Human review tested
[ ] Inappropriate follow-up suppressed
[ ] Privacy and messaging requirements reviewed
[ ] Manual fallback documented

Educational template. Adapt to your circumstances; no business outcome is guaranteed.