Funnels & websites
Tracking enquiries from first click to signed contract
Give every enquiry a record with its source, qualification answers, appointment date, quotation and outcome. With that simple trail you can see which content and channels actually bring signed projects.
What to record
- Date and source (which post, ad, page or referral)
- Name and contact
- Budget range, property type and timeline
- Appointment date and outcome
- Quotation value and status
Use a simple tool
A CRM or even a shared spreadsheet works if everyone uses it. Consistency matters more than features.
Review weekly
Look at how many enquiries came in, how many were booked and how many signed. Find the biggest drop and work on it.
Why it matters
Without tracking, decisions about content and budget are guesses. With it, you can repeat what brings real projects.
Questions about this topic
Is a spreadsheet enough?
To start, yes. Move to a CRM when the volume or team grows.
Who should update records?
Whoever handles that step, updated the same day.