Free Diagnostic worksheet
The enquiry-to-tour review
Find where family enquiries lose a clear owner or next step.
By Amy Aceto-Hitchinson
What you’ll work through
Choose a recent group of enquiries first received during the same defined period. Give later outcomes time to develop and note the date of your review. Use anonymous IDs, not children's names.
- Build the record
- Review the stages
- Locate one gap
- Optional scenario, using your figures
- Next action
A look inside
Build the record Enquiry ID | First contact date | Source | Responsible person | First response | Tour offered | Tour booked | Tour attended | Final known outcome | Next action | Evidence. Record a confirmed reason for declining separately from Unknown. An unanswered conversation is not proof that the family would have enrolled.
The PDF includes the complete diagnostic worksheet and space for your next action. Print it or keep it beside you as you work.