WORKFLOW DETAIL
The opportunity
Notes sit in one tool, service information in another and the next action in someone’s head. We map the journey from enquiry to decision and automate the repeatable preparation around it.
Your team owns qualification, pricing and commitments. The workflow helps prepare and track the work, not make commercial promises on your behalf.
THE WORKFLOW
From enquiry to a clear next action
01
Capture
Keep the enquiry, discovery notes and service fit together.
02
Prepare
Draft the next task or proposal from approved information.
03
Follow up
Assign ownership and timing, with approval before external messages.
A clear review point before handover.
Unclear inputs return to a named owner. Approved work moves to the next agreed step, with the source and status still attached.
Starting point
Define the stages, required information, responsible person and next action. Proposal drafts can use approved service descriptions and the needs captured in a discovery call.
What you get
See which enquiry needs a reply, which proposal is awaiting approval and where follow-up is overdue. Keep customer context attached to the opportunity.
Useful where inbound demand exists but response, proposal preparation or ownership is inconsistent.
How we build it
We examine a small set of recent opportunities and identify where work waited. The pilot can focus on one stage, such as turning approved discovery notes into a proposal draft.
Tourix’s existing client story illustrates why mapping the conversion journey comes before adding more tools.
Your first step
We will identify whether the constraint is qualification, proposal preparation, response time or handover, then scope the right workflow.
We assess process performance rather than promise a conversion-rate increase.
