1. Map every Cherry Hill Mall inquiry to a next action
Your firm may receive inquiries from several entry points, but a contact record is useful only when someone knows what to do with it. Bosseo describes Automation as moving a lead from a website into a CRM and case-management system, with information logged, tagged, routed and followed up. For work connected to Cherry Hill Mall, review whether your current process distinguishes a local service inquiry from an inquiry outside your service area, and whether that distinction changes the next action. Do not use the CDP’s population estimate as a forecast of demand. Instead, examine your own inquiry records and decide which locations, matter types and urgency conditions require different handling.
Recommended approach
Document each current entry point, the information collected, the destination system, the responsible person and the next deadline. Then decide which steps should be automated and which require human judgment.
