SEVEN POINT WORKFLOW REVIEW CHECKLIST

1. Capture: Can you identify where the enquiry came from?
2. Ownership: Does one person own the next response?
3. First reply: Is it useful, accurate, and sent within your stated service window?
4. Follow-up: Is there a relevant next message or task if no reply arrives?
5. Stop rule: Does outreach stop when someone replies, books, or opts out?
6. Booking: Can a prospect see genuine availability and book in their timezone?
7. Outcome: Is the result recorded so you can tell what worked?

Mark each as clear, needs work, or unknown. Pick one needs-work item first. This checklist is a diagnostic conversation aid, not a validated assessment score.

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