# Your lead journey checklist
Prepared by Juneeth Panjri / Deep Reach Automations

## Capture
- [ ] List every inquiry source: forms, calls, ads, messages, referrals.
- [ ] Identify where each inquiry is recorded.
- [ ] Check what happens when contact details are incomplete.

## Ownership
- [ ] Every inquiry has a named owner.
- [ ] Define routing rules and backup coverage.
- [ ] Check whether ownership is visible to the whole team.

## Follow-up
- [ ] Each active inquiry has a next action and due date.
- [ ] Agree on reminders, stop rules, and human handoffs.
- [ ] Record relevant conversation history.

## Outcomes
- [ ] Define pipeline stages consistently.
- [ ] Record outcomes and reasons for lost opportunities.
- [ ] Pick a baseline: response time, follow-up completion, bookings.

## Your biggest gap
What gets lost, who is affected, and what should happen instead?

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