CROWN utilities · a clearer follow-up
Turn unanswered questions
into a next-action plan.
Lead Follow-up Process Check
See which enquiry processes you have in place, what is missing and what needs checking. Leave with up to three practical next steps.
8 questions · No email required · Runs in this tabBefore you begin
“In place” means you can identify the process or record. Choose “Not sure” if you cannot confirm it. There is no best-looking answer to aim for.
A self-reported process checklist, not an audit or a prediction of leads, sales or revenue. Keep customer and patient information out of this tool. It does not inspect a website or contact anyone.
Your follow-up action plan
- Self-reported coverage
- In place
- Not in place
- Not sure
Unknown answers are unconfirmed coverage, not proof that a process is missing. Your answers have not been independently verified.
Your next actions
Known gaps come first, then checks for unknown answers. Within each group, the order follows the checklist below. These are practical workflow steps, not estimates of financial impact.
Check the process in practice
Use your existing register to review whether the team follows the documented process. Do not add customer details to this plan.
Owner role: ____________________
Review date: ____________________
Your answers and the formula
Coverage = 100 × controls reported in place ÷ 8. Each control counts equally: 12.5 percentage points. This is checklist coverage, not a loss estimate or performance grade.
| Control | Your answer | Points |
|---|
Download a self-contained HTML file to keep or print. Changing any answer removes this result until you build a fresh plan.
A self-reported process checklist, not an audit or a prediction of leads, sales or revenue. Version: .