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First-response checklist
- 1
Acknowledge: Confirm receipt and when a substantive response will follow.
- 2
Qualify: Ask destination, service needed, timeline, employer/candidate context, and decision owner.
- 3
Scope: State what you can handle and where another regulated or specialist provider is needed.
- 4
Protect data: Do not request sensitive identity documents before there is a lawful, secure reason.
- 5
Next step: Offer a defined call, assessment, quote, or referral rather than an open-ended sales chase.
Close the loop
Record source, response time, qualification result, handoff, and outcome in your own CRM. Use aggregate patterns to improve the profile; never publish a lead's details as proof without consent.
Next step
Put this guidance into action
What's next
Related guides and links
More on this site: related guides, official government pages to double-check rules and fees, and quick links to jobs and partners.
Guides that pair well with this page
Ready to act
Open partner dashboardCommon questions
Where do I make these changes?+
Sign in to your partner dashboard, update your profile, and save. Public changes may remain subject to review.
Does following this guide guarantee leads?+
No. It improves clarity and discoverability, but views, clicks, enquiries, and commercial outcomes are not guaranteed.