Marketing & search · Planning worksheet

Care home enquiries: explain the first conversation

Illustrative situation

A family researching a care home is unsure whether an enquiry commits them to a visit, assessment or payment. The page offers only a contact button.

The decision

Explain the administrative steps after an enquiry in plain language, using the care provider's verified process. Avoid implying a guaranteed place or suitability decision.

Rehearse this before accepting the change

Ask someone unfamiliar with the process to explain what submitting the form commits them to. Correct wording that creates a false expectation.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track enquiries asking for clarification about the first step.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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