Partnership Enquiry Contact Form Workflow

Why should we automate partnership enquiry intake instead of handling it manually via email?

Manual email handling makes it easy for enquiries to sit unread or get inconsistent responses, especially when volume grows or multiple people are involved. This workflow captures every enquiry into a structured record, sends immediate confirmation, and routes it to an owner based on classification and priority, which helps reduce the chance of opportunities falling through the cracks. It also creates a consistent record of how each enquiry was assessed and closed.

What is the ROI of using this workflow compared to an ad hoc process?

The main return comes from time saved on manual triage, faster response times to potentially valuable partners, and fewer enquiries lost to inbox overload. Because the template is ready to use, teams avoid the cost and delay of building a custom intake system, and can start measuring response times and closure rates almost immediately. Over time, the classification and priority data also helps identify which enquiry types are worth prioritising.

How long does it take to get this workflow live?

Publishing the template takes minutes inside assess.one — there is no lengthy implementation project or software installation required. Once published, the partnerships team can start receiving and processing enquiries through the live workflow immediately. Customisation of steps, roles, or notifications can be done directly in the platform before or after go-live.

Can we customise how enquiries are classified and prioritised?

Yes. The workflow uses AI-assisted classification and prioritisation with a confidence-based routing step, so low-confidence results are automatically sent for manual review instead of being auto-persisted. Categories, priority levels, and the confidence thresholds that trigger manual review can all be adjusted inside assess.one to match your team's criteria.

Who needs access to this workflow, and how are roles assigned?

Typically, a partnerships or commercial team lead needs visibility into all enquiries, while individual owners need access to enquiries assigned to them. The 'Assign Partnerships/Commercial Owner' step routes each enquiry to the appropriate person, and access permissions, notifications, and approval logic can be configured directly within assess.one to match your team structure.

What happens if the AI classification or priority scoring has low confidence?

The workflow includes dedicated routing steps — 'Route on Classification Confidence' and 'Route on Priority Confidence' — that send low-confidence results to a manual review step rather than persisting them automatically. A team member confirms the category or priority, which is then saved as the confirmed value. This helps balance automation speed with accuracy for enquiries that are harder to classify.

How is enquiry status tracked from submission to closure?

Each enquiry moves through defined statuses — New, Under Review, Responded — that are set automatically as the workflow progresses. The 'Route on Closure Outcome' step determines whether the enquiry closes because a next step was agreed or the proposal was declined, and a closure confirmation is sent either way. This gives teams a clear, auditable view of where every enquiry stands at any point.

Does this workflow support compliance or audit requirements around partnership decisions?

The workflow creates a structured record for each enquiry, including classification, priority, assigned owner, review outcome, and closure reason, which supports internal audit and reporting needs. Because manual review steps are built in for low-confidence AI outputs, there is a documented human decision point rather than a fully automated black-box process. Access and notification settings can be configured in assess.one to align with your organisation's approval requirements.

How does the feedback request step work, and can we change its timing?

After an enquiry is closed, the workflow sends a brief feedback request approximately a day later to gather input on how the process was experienced. The timing, message content, and recipient logic for this step can be adjusted directly within assess.one to fit your team's preferred cadence and tone.

What integrations does this workflow support for notifications?

The workflow sends confirmation emails and, where a mobile number is provided, confirmation SMS messages, both configured within assess.one rather than through separate third-party development. Additional notification channels, such as Slack alerts for new high-priority enquiries, can also be set up directly in the platform to fit existing team communication habits.