LEAD INTAKE

Capture enough to act. Not enough to annoy everyone.

A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.

Use this on one real workflow

The Checklist

Contact name and best contact method
Lead source
Service/problem requested
Location/service area if relevant
Urgency or desired timing
Known decision-maker/stakeholder
Named internal owner
Initial stage
Next action + due date
Notes/files that affect qualification or handoff

Design notes

Keep It Honest

Do not create “lead” records with only a name and phone number if the next person still has to rediscover why they called.
Do not require fields that have no downstream use.
If a field does not influence routing, qualification, scheduling, reporting, or handoff, question why it is required.

How to use it

Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.