Free sales follow-up check

Does your follow-up process rely on memory?

Answer eight operational questions. Your answers stay in this browser and disappear when you leave.

8 questions About 3 minutes No contact details required

Check the controls behind every enquiry.

This is not a sales forecast. It checks whether ownership, next actions, overdue follow-up, and pipeline visibility are explicit.

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The score is calculated on this page. Individual answers are not stored or sent to NexFlowsTech.

Please answer every question before viewing your result.

Approximately how many genuine enquiries does your business receive each month?

Use an average month. Exclude obvious spam.

Fewer than 25 25-49 50 or more

Please choose one option.

How many people may handle a new enquiry?

One person Two people Three or more

Please choose one option.

Where are enquiries and opportunities tracked?

One shared CRMThe team works from one current system. One shared spreadsheetEveryone can see the same list, but updates are manual. Separate inboxes, chats, or personal notesThere is no single current view.

Please choose one option.

Does every new enquiry receive a named owner?

Always Usually No consistent rule

Please choose one option.

Does every open opportunity have a next action and due date?

Always Sometimes Mostly depends on memory

Please choose one option.

How does your team detect overdue follow-up?

Automatic alert or scheduled reviewOverdue work appears without someone searching for it. Someone checks a shared listA manual review is required. Usually discovered manually or lateMissed follow-up is often found after the opportunity has cooled.

Please choose one option.

Is the original enquiry source recorded?

Consistently For some enquiries Rarely or never

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How does management see the current pipeline?

Shared current viewOwners can review open opportunities without asking for an update. Periodic manual reportThe view is assembled at set intervals. Must ask staff or inspect conversationsThere is no reliable management view.

Please choose one option.

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Your follow-up control

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NexFlowsTech configures CRM and sales follow-up workflows for service businesses.

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