“Which qualified enquiries have no assigned owner?”
Fundle Brain
01
Connect the agreed sources
Map the forms, advertising enquiries or call records used by the business. Confirm the available connection and retain the original source identifier.
02
Understand the request
Capture what the shopper needs, where they want service and when they expect to buy. Resolve likely duplicates without discarding their conversation history.
03
Give the store a clear task
Assign an owner, next action and due time. A useful handover explains what the customer has asked and what the team must confirm.
04
Close the feedback loop
Record the outcome and loss reason. Review whether missed conversion came from slow response, unavailable stock, poor qualification or a broken handover.
BUILT AROUND THE WORK
Every enquiry needs a next action and an owner.
High-consideration retail often loses customers between the advertising enquiry, the callback and the store visit. The lead workflow is designed to preserve the shopper’s original need as the conversation moves between teams.
01
Source and intent together
Retain campaign, enquiry time, product interest, location and the customer’s preferred next step. A source label without the actual request gives a store little to work with.
02
A useful follow-up queue
Prioritise unanswered and overdue enquiries using explicit rules. Separate a request for information from a ready-to-book appointment or a stock-confirmation request.
03
Routing with context
Match enquiries to the appropriate store or specialist using location, category and service coverage. Include previous contact attempts and promised follow-up.
04
Visibility after handover
Define meaningful stages such as contacted, qualified, appointment booked, visited and closed. Capture reasons for delay or loss so the acquisition team can improve lead quality.
THE OPERATING FLOW
From the first question to the next useful action.
A shopper asks about availability in two different channels. The useful outcome is one complete conversation, a responsible store and a next action—not two records waiting for a callback.
01
Connect the agreed sources
Map the forms, advertising enquiries or call records used by the business. Confirm the available connection and retain the original source identifier.
02
Understand the request
Capture what the shopper needs, where they want service and when they expect to buy. Resolve likely duplicates without discarding their conversation history.
03
Give the store a clear task
Assign an owner, next action and due time. A useful handover explains what the customer has asked and what the team must confirm.
04
Close the feedback loop
Record the outcome and loss reason. Review whether missed conversion came from slow response, unavailable stock, poor qualification or a broken handover.
BRING YOUR BUSINESS QUESTION
Give Fundle Brain something useful to work on.
Start with the question. Define the data and workflow needed to answer it.
↗Which qualified enquiries have no assigned owner?
↗Where do booked appointments fail to become visits?
↗Which sources produce customers, rather than only form fills?
CONNECT
Start with the right data.
Lead source, campaign, contact permissions, location, product interest and store or team routing rules.
PUT IT TO WORK
Leave with a useful output.
Prioritised lead queue, conversation context, next-action briefs and handover records.
MEASURE WHAT MATTERS
Response time / appointments / qualified conversion
Track response time, contact rate, qualified appointments, attended visits and conversion by source. Keep uncontactable records and duplicate enquiries visible when interpreting lead cost.
GOOD QUESTIONS
Before we get started.
Which lead sources can be connected?
Scope the connection around the channels you use, such as website forms, advertising enquiries, call systems and messaging. Connector availability is confirmed during implementation.
Can this support a distributed store network?
The workflow can be scoped around store territories, category expertise and opening hours. Confirm the routing rules and what happens when the assigned store cannot respond.
Can an enquiry become a loyalty relationship?
Where identity and permissions allow, a completed purchase can connect the lead history to the customer relationship. Define the matching rule and avoid treating an enquiry as a completed sale.
