# WhatsApp enquiry tracker

- Business and reporting dates:
- Timezone:
- Qualified enquiry definition:
- Confirmed booking / sale definition:
- Owner and review date:

Use private references, not customer phone numbers, in shared reports. Keep personal details in an access-controlled customer system.

| Reference | Received at | Self-reported source / campaign phrase | Request type | Qualified? | First response at | Status | Confirmed booking reference | Outcome / follow-up date |
|---|---|---|---|---|---|---|---|---|
| | | | | | | | | |

Suggested statuses: new, awaiting information, quoted, booked, fulfilled, declined, canceled. A message or link interaction is not automatically a booking. Merge repeat messages about the same request. Mark unknown sources explicitly.

## Weekly review

- Conversations:
- Qualified enquiries:
- Confirmed bookings, excluding cancellations:
- Fulfilled orders:
- Unknown-source enquiries:
- Common unanswered question:
- One improvement for next week:

Booking-to-qualified-enquiry ratio = confirmed bookings divided by qualified enquiries times 100. Leave unavailable if there are no qualified enquiries. Explain the reporting window and whether bookings relate to enquiries from an earlier period.

Example only: 3 confirmed bookings / 8 qualified enquiries × 100 = 37.5%. This does not establish that Instagram caused all bookings.