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Enquiry handling

Enquiry Screening and IHV Booking That Keeps Front-End Noise Off Your Team

This is the operational pain point most agencies feel every week: missed callbacks, inbox chasing, nuisance enquiries, and social workers being pulled into first-touch work they should not own.

We absorb that early-stage layer, qualify the serious applicants, capture the context, and book the visit only when there is something worth putting in front of your team.

  • Rapid first response while intent is still live.

  • Qualification calls run against agreed criteria, not guesswork.

  • Case notes and context travel with every booked IHV.

  • Social-work time stays focused on visits, assessments, and approvals.

What happens to a new enquiry before it reaches your diary

The aim is to filter hard before a diary slot is ever taken. By the time the visit is booked, the front-end noise should already have been dealt with.

1

Respond while the enquiry is still live

A new enquiry is contacted quickly while intent is still warm, before the person drifts, ghosts, or turns into a callback chain.

2

Triage before the call queue grows

Pre-screen questions and workflow logic remove low-fit or early-stage responses before they consume live call time.

3

Run the qualification call properly

Structured screening calls surface motivation, readiness, practical fit, and obvious blockers so the agency does not reopen the same basics later.

4

Hand over a prepared visit, not a loose promise to call back

If the applicant is right to progress, the IHV is booked and handed over with context, notes, and the next-step picture already clear.

What a prepared handover actually looks like

A booked visit is only useful if it arrives with enough context for the next person to add value immediately.

What a good IHV handover includes

A booked IHV should arrive with enough context that the next person can continue the conversation properly instead of reopening the basics.

  • Why the applicant is enquiring now.
  • Household basics, availability, and obvious flags.
  • Qualification-call answers and objections already surfaced.
  • Case notes that make the next step clear before the visit happens.

Why agencies care about the handover quality

This is the operational payoff. The handover stops being another admin task and becomes a prepared next step for the team that actually owns visits and assessment.

  • Social workers stop answering first-touch calls.
  • Diaries hold qualified visits rather than loose promises to call back.
  • Assessment time stays focused on applicants still moving forward.
  • Internal teams are not dragged back through the same questions twice.

Proof slice

What gets taken off the team's desk

These are the protection numbers. They show how much front-end workload is removed before it ever reaches a social-worker diary.

64%

Filtered Before Screening

These enquiries were filtered before a live screening call was needed.

88%

Kept Off Social Worker Calendars

These enquiries never reached a social worker calendar as a booked IHV.

3:1

Screening-Call-to-IHV Ratio

That ratio matters because it shows the phone work and qualification load being removed upstream.

Frequently asked questions

A booked IHV should arrive with the applicant’s motivation, household basics, key flags, responses to core qualification questions, and any context that helps your team continue the conversation properly.

Take the first-touch workload off your social workers

If the real pain is the first-touch workload, this is the conversation where we map your criteria, call flow, note-taking, and handover into the social-work team.