Everyday problem
Without a weekly view, it is hard to see how many enquiries came in, how fast they were answered and which ones are stuck.
What it does
Reads your enquiry tracker once a week and sends the owner a short summary: new enquiries, first-reply times and items with no next step.
Most useful for
Owners who want a short weekly picture of enquiries without opening a spreadsheet.
Included in the standard setup
One tracker or sheet as the source; one weekly summary by email; an agreed rule for what counts as stuck; and a handover walkthrough.
Example workflow
Every Monday morning → read last week’s enquiries → count new, replied and stuck → send the summary to the owner.
What we’ll need from you
Access to your enquiry tracker or sheet; the owner’s email address; and what you want counted as stuck.
Not included
Building the tracker itself; dashboards; separate reports for different teams; sources beyond the agreed one.
Common questions
Do we need the Enquiry & Follow-up Tracker first? The report needs one clean source of enquiries. If you already keep a sheet, that can be the source. Can it come on WhatsApp? Email is standard; other channels are scoped separately.