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Inquiries and follow-up

Decide who handles each inquiry

Clear rules for which inquiry goes to which person.

Best for
Teams where more than one person handles inquiries
Est. time saved
60–90 minutes
Works with
ChatGPT, Claude and Gemini

When to use it

  • Inquiries sit in a shared inbox and nobody's sure whose they are.
  • Different people cover different areas or services.

When not to

  • To change how your CRM shares out inquiries before you've checked the rules.

What to have ready

  • Who covers which area or service
  • Who picks up anything that doesn't fit
  • When someone counts as too busy
  • How fast you'd like to reply

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me write clear rules for who handles each new inquiry. This is a draft for me to check. Don't change any system.

Who covers what: [E.G. AMIRA: LEEDS; TOM: BRADFORD]
Who picks up anything that doesn't fit: [E.G. JESS]
When someone's too busy: [E.G. TOM TAKES NO NEW WORK WITH 5 OPEN JOBS, OR "DOESN'T APPLY"]
How fast we'd like to reply: [E.G. WITHIN 1 HOUR IN OPENING HOURS]
Types of inquiry we get: [E.G. GOOD FIT, NOT FOR US, NOT SURE YET]

Please:
1. Write the rules as a simple table: if this, then this person. Put them in the order to check them.
2. Make sure every inquiry ends up with exactly one person. Point out any gaps or overlaps.
3. Add a fallback for: unknown area, everyone too busy, someone away, and not enough information.
4. Test the rules on five tricky made-up examples and show where each one goes.

Rules:
- Use only what I've told you. Don't invent people, areas or reply times.
- Don't send anyone's inquiry to a different person because of personal things like age, gender, religion, ethnicity, nationality or disability.
- A reply-time target is a goal, not a promise to the customer.
- This is a draft. I'll check it before anyone uses it.

Example input

A made-up example of what the brackets might say.

Who covers what: Amira, Denver; Tom, Aurora. Anything else: Jess. Too busy: Tom is full when he has 5 open jobs. Reply target: within 1 hour in opening hours. Types: good fit, not for us, not sure yet.

Tips

  • Always name one person for anything that doesn't fit. Otherwise those inquiries get lost.
  • Once the rules work on paper, most CRMs can follow them for you.

Want prompts built around your business?

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