Your starting point matters.
This article provides initial guidance. The right steps depend on your goals, systems and available resources.
Collect touchpoints
List searches, referrals, profiles and website visits. Consider the information a prospect needs at each point.
Find obstacles
Unclear services, inaccessible contacts and long forms can make the next step harder. Start with specific problems rather than adding channels.
Connect handovers
Define how enquiries are received and answered. Marketing and contact handling must work together to turn interest into a conversation.
A practical next step
Write down the most important open question for your business and who can address it internally. Use this to define a specific task to discuss with the people involved.
