Less spreadsheet wrestling.
Turn the inquiry sheet into a list of useful next steps.
An inquiry sheet is only useful if someone knows what to do with it. Missing photos, vague job descriptions and unanswered questions tend to hide between the rows.
Ask the assistant to flag the gaps and draft the next step. Keep the original records intact.
One gap. One next action.
Fence repair needs photos. Drainage needs access details. Deck staining needs measurements. The draft list makes that plain without pretending those inquiries are already qualified jobs.
Check each row against the source. Review the reply before sending. A tidy sheet doesn’t prove more sales; it gives the person doing follow-up a clearer place to start.
What we check before setting this up
Your task, devices, accounts, permissions, output checks and recovery. Platform features and costs vary. These concepts do not establish measured savings or tested integrations.