How to turn a lead inquiry into a structured brief
A lead inquiry becomes easier to route when the contact details, requested service and timing are separated from the message. The result helps a person prepare a relevant response rather than guess the sender's needs.
Start with the right material.
- What you provide
- a visible inbound business inquiry or form response.
- The intended result
- Extract stated company, request, contact channel, budget and timeline; do not enrich externally.
How the workflow works.
Extract the expressed requirement and keep any budget, deadline or preferred contact method exactly as supplied. Distinguish an explicit requirement from a question about what might be possible.
What to check in the result.
Check that the record reflects the inquiry instead of a qualification assumption. An unknown budget or decision maker should be listed as unknown so the next conversation can clarify it.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Company, Request, Timeline, Budget, Contact channel. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.