Make the feature practical

Tap Tap Go’s corporate lead model can support continuity when several people contribute to the same business conversation. Record the requested format where it is relevant and practical. Keep it separate from assumptions about what a person should prefer based on their role or location. Confirm the receiving team can support the request before promising a particular delivery method.

The result to look for

The response should fit the customer’s actual next task. A useful lead record helps the team communicate with less friction, rather than treating every enquiry as a reason to schedule the same type of sales call.

Imagine this

A hypothetical scene

A prospect asks for a short written summary to share internally. The handoff preserves that request, so the specialist prepares the relevant explanation instead of sending an unsolicited meeting link that does not help the immediate review.

Make it practical.

Use this checklist as you read. Checks are not stored.

References & further reading

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