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Prospect qualification & routing

Use a new accounting enquiry to create an assigned qualification task with the service, owner, and next contact recorded. The design keeps source references, uncertain matches, and approval decisions visible to the responsible accountant. It coordinates an administrative handoff with version checks and an exception queue. Do not accept an engagement or infer a prospect’s tax position from intake answers.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a new accounting enquiry. A successful handoff produces an assigned qualification task with the service, owner, and next contact recorded. Define the accountable owner before connecting systems. Do not accept an engagement or infer a prospect’s tax position from intake answers. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Collect service needs

Ask for entity type, broad service category, preferred timing, and contact permission; exclude tax identifiers and returns.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Check the routing rules

Map the request to a published internal service list and capacity owner. Unknown services enter review.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Identify existing relationships

Search approved CRM IDs and candidate duplicates. Staff resolves related entities instead of merging them automatically.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Assign the next action

Create a qualification task with an acknowledgement target and a backup owner.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Reconcile the handoff

Confirm a staff member accepted ownership. Escalate an unowned request without sending sensitive details.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
inquiry_id	inquiry_id	Resolve the stable source reference in the correct client, entity, and engagement.
service_category	service_category	Resolve the stable source reference in the correct client, entity, and engagement.
capacity_owner	capacity_owner	Use the authorized owner or reviewed decision; unknown values stop the handoff.
next_contact_at	next_contact_at	Validate the date, timezone, and approved reporting or review period.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

An out-of-scope service enters review.A duplicate enquiry keeps one active qualification task.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.