Start with the real constraint
If a plan cannot tell you who does what after an inquiry arrives, it is still advice—not an operating system.
Rule, tool, or judgment?
Drafting tools may help draft and summarize, but the durable system should live in tools your team can inspect and control.
A practical first pass
- Pick one source of truth for each lead.
- Define the event that creates a lead.
- Assign an owner and next-action deadline.
- Require a receipt when follow-up happens.
What good looks like
A useful solution has one owner, a clear input, a visible result, and a safe stopping point. It should reduce effort or uncertainty without hiding a new risk. Test the smallest version in real work, keep the evidence, and expand only when the result repeats.