TEST: THE TEST-ENQUIRY CHECK

Fill in your own website form, the way a customer would, and follow the enquiry through.
Seven checks, in the order an enquiry travels. Do checks 1 to 5 tonight.
Don't answer anything that arrives. Check 6 tomorrow, then answer and do check 7.

Use your own name with TEST in it, your own mobile number, and a real service you offer.
Never use a customer's details.


THE SEVEN CHECKS

1. Submit it from your phone, as a customer would.
   Open your form on your phone, through the same link your ads or website use.
   For check 4, add tags to the link, for example ?utm_source=test&utm_campaign=form-test
   Fill it in as TEST plus your first name. If there's a box to agree to texts, tick it.
   Start your phone's stopwatch as you tap submit. Write the date and time in submitted_at.
   If the form won't submit or shows an error, stop there and leave submitted_at blank.
   That's your first fix, and the sheet marks it.

2. Time the first reply, and note how it came.
   Stop the stopwatch when the first text, email or call arrives.
   Write the time in first_reply_at and the channel in reply_channel.
   This checklist gives no target time. Write down what you saw.
   If nothing arrives, leave first_reply_at blank. The sheet marks it as the first failure.

3. Find the record in your CRM.
   Search for TEST. The record should be there with the name, phone number and service you entered.
   If enquiries land in an inbox or a spreadsheet instead of a CRM, check there and note it in fix.
   Mark in_crm Y or N.

4. Check it shows where it came from.
   Look for the source on the record: the ad, the page, or the tags on the link you used.
   If the enquiry came from a Meta ad, the ad's link needs tags too. In Ads Manager they go in
   the ad's URL parameters. Check the words on your own screen.
   Mark source_captured Y or N.

5. Check a named person owns it.
   The record should show one person responsible for it, by name. Not a shared inbox, and not nobody.
   Mark owner_assigned Y or N.

6. Tomorrow: check whether another follow-up came.
   Don't answer anything overnight. The next day, check whether another message arrived.
   Write its date and time in followup_2_at, or leave it blank if none came.

7. Book a time, and check the confirmation.
   Now answer, and book through whatever you were offered: two times, a link or a call.
   Check the booking lands in your calendar and that a confirmation reaches you.
   Mark booking_works and confirmation_received Y or N.
   Then cancel the booking, so nobody travels to a test.


WHEN A CHECK FAILS: THE FIRST FIX

1. Submit on a phone: fix the form first, meaning the fields, the button and the thank-you page, on a phone.
2. First reply: set up an automatic first text or email for every enquiry. The FAST page (hbunn.io/free/fast) has every text.
3. In the CRM: connect the form to your CRM, and check each form field lands in the matching field on the record.
4. Source: add tags to every ad and page link, and map them to a source field on the record.
5. Named owner: assign every new enquiry to one named person, by a rule in your CRM.
6. Another follow-up: add one follow-up for anyone who doesn't answer. The FAST page has the text.
7. Booking and confirmation: fix the booking link or the times offered, and turn on the confirmation message.

Fix the first failure before anything else, and before you spend more on ads.
Then run the whole test again with a new TEST name.
Run it again after every change to your form, your CRM or your follow-up.


THE LOG SHEET (test-log.csv)

Open it in Google Sheets. Row 2 is an EXAMPLE: type over it, or add your test below it and copy the two formulas down.
Type dates and times as 2026-10-06 19:02.
minutes_to_reply (column F) is worked out for you: =IF(OR(D2="",E2=""),"",ROUND((E2-D2)*1440))
first_failure (column N) is worked out for you: the first check that failed, in order, a blank or an N in its column.
If checks 1 to 5 pass, it shows 6 tonight, until you fill in followup_2_at tomorrow.
first_failure stays blank until test_date is filled in.


KEEP THE TEST CLEAN

- Your own details, marked TEST. Never a customer's.
- If you record or share your screen, filter your CRM to the TEST record first, so no customer's name or number shows.
- Run it on a normal evening, not when you've told everyone a test is coming.
- Tag or delete the TEST record afterwards, and cancel the test booking, so it doesn't count as a lead or fill a slot.
- Your follow-up should text only people who agreed to be texted on your form. If your form has no box for that, add one.
  This is general guidance, not legal advice. Settle the wording with your own adviser.

The form address, times and fix in the sheet's example row are examples. Nothing here is a result or a target time.