Instrument 01 · Enquiry qualification grid
Which enquiries deserve expert attention first?
Read twenty enquiries before choosing a segment.
Choose which segment and enquiry pattern should enter the first proposal test.
The gauge
20 recent enquiries by source, segment, outcome, owner time, and lost reason.
UNREAD — discovery fills this from Solar365's own enquiry history.
The lever and tool
Lever: Steering — point expert attention toward evidenced demand.
Tool boundary: `CRM-004` lead qualification; a live Google Sheet is the best first instrument.
Use it in discovery
- Export 20 recent enquiries.
- Tag source, segment, stage, outcome, time, and missing facts.
- Choose one enquiry whose path is worth timing next.