Agency worksheet / Form delivery

Trace one enquiry, step by step.

A record to take from the form to the right inbox and the person responsible.

Use a harmless test reference and agree the test with the site owner. Keep names, email addresses, message contents and logs in the client’s approved system. Use roles and references here.

Private working copy. Entries stay in this browser while the page is open. They are not saved or sent. Print or save a PDF to retain a copy, subject to your client’s storage rules.

1. Prepare the test Case ID and form or page Permission and person coordinating the inbox check Agreed date, time and time zone Harmless test reference Configured notification recipients by role Could a test trigger a CRM action, webhook or autoresponder? Will form or mail logging cover this test?

2. Follow the same reference Form accepted or stored the entry Sending request or mailer result Provider event for client recipient Client inbox owner searched for the reference Provider event for operator CC or BCC Operator received the same reference CRM or webhook result, if relevant Responsible person acknowledged the message

A send result, a provider delivery event, an inbox search and a person’s acknowledgement describe different stages. Leave unknowns as unknown.

3. Hand back to the client What we observed What remains unverified Next action, responsible role and follow-up time