This is for you if
- Your team cannot reliably answer who does what next.
- Inquiries move between channels or people without one visible status.
- You want to define the operating rule before choosing software.
PRACTICAL ANSWER
What is a lead follow-up workflow?
A lead follow-up workflow is the agreed sequence that records the source, assigns responsibility, sets the status, defines the next action, and records whether the inquiry moves forward or closes. Automation can support the sequence, but it does not replace consent, judgment, or a responsible person.
Share public or redacted business context only.
This is not for
- Unsolicited outreach or purchased lists.
- A promise that software will replace business judgment.
- Submitting raw customer messages for a public diagnostic.
01
ADAM's seven-step method
- 01
Capture the legitimate source.
- 02
Record only the minimum useful fields.
- 03
Assign one responsible role.
- 04
Set a small, shared status list.
- 05
Define the next action and due point.
- 06
Route exceptions and opt-outs to a person.
- 07
Close or continue the inquiry with a visible reason.
What the bounded trial includes
- A reusable workflow checklist.
- A way to find the first unclear handoff.
- A bounded path into the SAR 999 including-VAT trial.
What it does not include
- This method is not an industry standard.
- Automation is not required when a clear manual process is enough.
- No guaranteed response, conversion, or revenue result.
Compare your current path with the checklistShare public or redacted business context only.
02
ADAM method — not an industry standard or outcome guarantee
- Start
- A legitimate inquiry arrives
- Control
- One role accepts the next action
- Decision
- Continue, escalate, or close
- Record
- Status and next action stay visible
One diagnostic question