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Plenty of Enquiries, Few Visits: A 5D Review

Review goals, channels, enquiry follow-up and customer engagement to find the highest-priority improvements.

QIWANG TECH

From information to execution.

Define: Align Data Definitions

Set this period's priorities and record impressions, enquiries, bookings, visits, redemptions and revenue separately. Do not divide peak figures from different months.

Discover: Check Channel Fit

Review lead quality from platforms, content and paid advertising against city, services, audience and budget.

Drive: Review Lead Handling

Check replies, bookings, missed-visit follow-up and reception. Use activity records to improve scripts and collaboration.

Deepen: Build Customer Relationships

Maintain WeChat or WeCom customer tags, and use service follow-ups, communities and recurring campaigns for long-term engagement.

Develop: Set the Next Actions

Record issues, owners and deadlines weekly and monthly. Consider acquisition costs, profit, service quality and customer experience rather than a single metric.

SERVICE DETAILS

The 5D Method: Actions & Deliverables

The 5D Method: Actions & Deliverables
StageCore ActionsReview Evidence
Define · Set GoalsAssess the industry, city, competitors and business to define key metrics, budgets and responsibilities. Deliver an assessment report and goal plan.Assessment report and goal plan
Discover · Reach CustomersBuild accounts, storefronts, packages and enquiry routes. Combine platforms, content, creators, advertising and GEO, recording content and qualified leads by channel.Channels, content and qualified leads
Drive · Convert EnquiriesConnect enquiries, bookings, visits and sales. Standardize follow-up and reception, and maintain activity logs and conversion reports.Enquiries, bookings, visits and sales
Deepen · Build Repeat BusinessOrganize customers in WeChat or WeCom, improve tagging and segmentation, and use follow-ups, communities and recurring campaigns to encourage repeat business and referrals.Segmented follow-up and repeat-business records
Develop · Keep ImprovingReview metrics, acquisition costs and conversions weekly and monthly. Adjust budgets, packages and content, and retain processes and knowledge assets.Consistent weekly and monthly reports and adjustment plans

QIWANG TECH

Start with your business challenge.

Talk to a Qiwang Adviser ↗

SERVICE IN PRACTICE

Put business and platform knowledge into practice.

QW / FIELD NOTES

Leave with one specific question you can act on.

Discuss Your Requirements ↗

Prepare Your Information

Organize services, accounts, content and enquiries. Distinguish platform information from frontline reception feedback.

Read with a Question

Choose what you most want to improve—acquisition, enquiries, bookings, visits or repeat business—then find the relevant method.

Turn Methods into Actions

Set actions, owners, dates and measurement rules. Use periodic reviews to decide what needs adjustment.

How can the 5D method help turn enquiries into visits?

Review goals, channels, enquiry follow-up and customer engagement to find the highest-priority improvements.

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