Skip to content
Customer Flow Studio

Follow what happened
after the request.

A Google Ads lead, a quote and a completed job are different records. Follow three examples and see what each supports.

Example inquiry ledger
Example Painting Co.

Living room & hallway

Interior repaint campaign · source matched

  1. 01

    The request

    “Existing paint is sound with a few scuffs. Timing is flexible; please explain what you need for a quote.”
    Inquiry 014
  2. 02

    The owner’s reply

    Dimensions and photos requested. The owner replied before preparing a quote.

  3. 03

    The quote record

    Not supplied.

  4. 04

    Still pending.

    No quote record supplied. No completion or payment record supplied.

What the record supports

An inquiry was received and answered. Its outcome is pending; it is not a won or completed job.

The next action

Owner: follow up for dimensions, then record whether a quote was issued.

Whole-home interior repaint

Whole-home campaign · source matched

  1. 01

    The request

    “We’re planning a whole-home interior repaint before moving in. What room and surface details do you need?”
    Inquiry 015
  2. 02

    The owner’s reply

    Scope reviewed. The same inquiry reference stays with the quote.

  3. 03

    The quote record

    Recorded, with no amount supplied.

  4. 04

    Completed.

    JOB-015 · PAYMENT-015. Completion and paid-status references supplied.

What the record supports

The job and payment references support the recorded outcome. Keep them with the original inquiry.

The next action

Studio and owner: keep the references together and verify agreed outcome definitions in real reporting.

A painting project inquiry

No reliable campaign reference · source unmatched

  1. 01

    The request

    “I’d like to discuss a painting project. What information should I send?”
    Inquiry 016
  2. 02

    The owner’s reply

    Not confirmed. Owner response review remains incomplete.

  3. 03

    The quote record

    Not supplied.

  4. 04

    Outcome unknown.

    No quote record supplied. No completion or payment record supplied.

What the record supports

An unmatched inquiry exists. It cannot be attributed to advertising or reported as a job.

The next action

Studio: check source capture. Owner: check response and outcome records. Keep the gap visible if it cannot be recovered.

Keep the inquiry reference
with the job record.

The studio checks the agreed advertising and request path. Your business responds, records what was quoted and supplies the outcome evidence. Missing matches remain visible.

See all three records in the ledger

Where does your
inquiry trail go quiet?

Discuss your advertising