CLIENT FLOW NOTES — LEAD INTAKE CHECKLIST

DEFINE THE HANDOFF
[ ] Write down what qualifies as a new enquiry.
[ ] Name the person responsible for the next action.
[ ] Decide whether the enquiry should be a lead, a deal, or a task.

KEEP THE INFORMATION USEFUL
[ ] List the required fields and their destination.
[ ] Keep a submission identifier when the form provides one.
[ ] Decide which source information is necessary and permitted.

DESIGN THE EXCEPTIONS
[ ] Define how a repeated delivery of one submission is handled.
[ ] Define how a new enquiry from an existing person is handled.
[ ] Name the person who reviews failures and the recovery action.

VERIFY BEFORE EXPANDING
[ ] Run synthetic cases for complete, incomplete, and repeated submissions.
[ ] Trigger and recover a failure; inspect the final record count.
[ ] Confirm permissions, plan limits, and the handover instructions.

This checklist is an original planning aid, not proof of a verified integration.
Keep the actual test inputs, outcomes, dates and product plans separately.
Prepared 3 October 2026. Local editorial prototype.