From enquiry to appointment in one clean path

The first mile of the funnel is where most leakage hides.

One path, one owner

Every enquiry should create:

• A client record
• A next task with a due date
• A confirmation the client can trust

Measure stall rate

Track how many enquiries never reach a first appointment. That number tells you whether the process, or the people, needs help.

See how Effi handles enquiry through settlement.