Not every intake gets completed the first time.
Useful incomplete states include: started but not submitted, submitted but not booked, needs manual review, missing information, cancelled appointment, reschedule needed, and qualification incomplete. Decide which deserve follow-up without creating endless automated chasing.
Started but not submitted
Track status and assign explicit internal owner action.
Submitted but not booked
Track status and assign explicit internal owner action.
Needs manual review
Track status and assign explicit internal owner action.
Missing required information
Track status and assign explicit internal owner action.
Cancelled appointment needing reschedule
Track status and assign explicit internal owner action.
Qualification incomplete
Track status and assign explicit internal owner action.
Want us to look at your current intake?
Book an Intake Review. We will look at how information is collected, qualified, routed, booked, and handed off today and whether a cleaner system makes sense.