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Home / Insights / Resource

Resource: the enquiry follow-up checklist

A one-page checklist for what to do in the two weeks after a family enquires. Print it, stick it by the phone.

Resource image

Most admissions are won or lost in the fortnight after the first enquiry. This checklist gives your team a simple rhythm.

Day 0

  • Answer the call, or return it within the hour
  • Record the enquiry: who, why, urgency, funding, next step
  • Send a warm email with the brochure and a showround offer

Day 1 to 3

  • Call to confirm the showround or to check in
  • Send one useful piece of information they asked about

Day 7

  • Follow up the showround with a personal note
  • Answer any open questions about fees or funding

Day 14

  • Final check-in, with a clear, no-pressure next step
  • Record the outcome, whatever it is

The full version, with scripts, is part of our Enquiry Management and Conversion work.

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