Capture and acknowledge
The receiving system confirms delivery before showing success. Store the agreed service, location, source context and contact details. Keep failures visible and recoverable.
Check fit and assign
Apply the service-area and project rules. A matching enquiry has a named owner. Unmatched records enter an exception queue rather than disappearing or being falsely accepted.
Follow the next action
The owner records contact attempts and the next task. Book an assessment only when the appointment is confirmed. Stop or pause communication when requested.
Evidence status
This is a proposed operating design, not a client result or a live automated system. Workflow timing and channels require an agreed scope.
