Enquiry Report
Receive Date
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Year
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Confirmed Date
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Billed Date
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Case Status
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New Enquiry
Considering
Confirmed
Billed
Referred
No Response
No Contact
Rejected
Duplicated
Done
Closed By Staff
First Call Receiver
Transferred To
Ken Ng
Milk Hui
Ellie Kwan
Maggie Wong
Cannot be reached
Latest Department
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Consulting
Com Sec
CS
CR
Dept. Following-up
Latest Staff
Staff Following-up
Paid Items
*
Incorporation
Virtual Office
Serviced Office
Co-working Space
Conference Room
Company Secretary Service
Accounting & Auditing & Taxation
Bank Appointment
Trademark Registration
Patent
Legal Certification
Domain & Web-Hosting
Logo-Design
Web-Design
Business Card Design & Printing Services
Significant Controllers Register
Others
Bank Appointment
Employer Return
DNP
Paid Item - Incorporation
*
HK - Limited (TM)
HK - Limited (RM)
HK - Unlimited
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan
Offshore - BVI
Offshore - Samoa
Offshore - Cayman
UK
USA
Malaysia
Others
Paid Item - Virtual Office
*
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Paid Item - Serviced Office
*
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Paid Item - Company Secretary Service
*
New ComSec
Change of director(s)
Change of shareholder(s) - Share Transfer
Change of company registered address
Allotment of Share(s)
Change of company name
Change of business nature
Branch set up
Deregistration
Dormant
Minutes
Order company chop
Remade Green Box
Certified True Copy
Others
Paid Items (Others: Please specify)
*
Follow-up Schedule
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-
Month
Year
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Pending Reason
*
Busy
Not in HK
Waiting payment
Wait for partner/boss reply
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Consideration
None
Need more time
Busy
Not in HK
Wait for partner/boss reply
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Consideration (Others: Please specify)
*
Reject Reason
*
Busy
Not in HK
Wait for partner/boss reply
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Others
Don't want to provide documents
Other reject reason
*
Partner
N/A
MPEG
Office Asia
Instant Office
HUYI GLOBAL
MacPro BC (Macau)
CNBS
BaoHao
UiReady
D.A.C.K Concept
We Referred the case to
Receive Channel
*
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Email (Info)
Email (Reseller)
Email (Personal)
Incoming Call
Live Chat
Web-inquiry
Whatsapp
Rumwork
Facebook
Instagram
88db
洗樓王
HelloToby
Walkin-LCK
Walkin-MK
Walkin-CTL
Walkin-CWB
Walkin-KT
Approached By Staff
Warm Call List
Seminar
Invoice Banner
Client Type
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Existing
New
Research Information
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Google
Yahoo
Baidu
Carousell
Coldcall list
Facebook
Facebook inbox
88db
Existing Client
Friend's referral
Reseller's referral
Entrepreneur-Day
WhatsApp Group (你問我答)
WhatsApp Group (創業)
SMS
Gmail
Received Email(EDM)
Linkedin
Yellow Page
Book & Magazine
Rolling Banner
Minibus Body Ad
Leaflet
Newspaper
MTR (LCK station)
Leaflet in newspaper
Newspaper stall
HK Post Circular (Leaflet)
Seminar
Live Chat
Forget/ Don't know
Existing Client
*
(Client Code Number)
Name of Reseller
Please Select
Instant Office - Katy Kan
Instant Office - Renee Rommeswinkel
Instant Office - Betty Chan
Instant Office - Angeline Luo
Office Asia - Gapmen Yip
Apex Start - Frankie Chan
Cardinal - Jane Chan
CNBS - Mona Chan
Mr. So Tim Cheung
Apple Storage
Quik Spaces
Referred case to us
Others Research Information (Please specify)
Remark
Company Name
Contact Name
Contact Number
Email Address
Enquriy Items
*
Incorporation
Virtual Office
Serviced Office
Co-working Space
Conference Room
Venue Booking
Company Secretary Service
Accounting & Auditing & Taxation
Trademark Registration
Patent
Legal Service
Domain & Web-Hosting
Logo-Design
Web-Design
Business Card Design & Printing Services
Hong Kong-Zhuhai-Macao license plate
Significant Controllers Register
Employer's return
Others
Bank Appointment
DNP
Enquiry Item - Incorporation
HK - Limited (TM)
HK - Limited (RM)
HK - Unlimited
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan
Offshore - BVI
Offshore - Samoa
Offshore - Cayman
UK
USA
Malaysia
Others
Enquriy Item - Virtual Office
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Enquiry Item - Serviced Office
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Enquiry Item - Company Secretary Service
New ComSec
Change of director(s)
Change of shareholder(s) - Share Transfer
Change of company registered address
Allotment of Share(s)
Change of company name
Change of business nature
Branch set up
Deregistration
Dormant
Minutes
Order company chop
Remade Green Box
Certified True Copy
Others
Cross-sell Items
N/A
Incorporation
Virtual Office
Serviced Office
Co-working Space
Conference Room
Venue Booking
Company Secretary Service
Accounting & Auditing & Taxation
Trademark Registration
Patent
Legal Certification
Domain & Web-Hosting
Logo-Design
Web-Design
Business Card Design & Printing Services
Others
Cross-sell (Incorporation)
HK - Limited (TM)
HK - Limited (RM)
HK - Unlimited
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan
Offshore - BVI
Offshore - Samoa
Offshore - Cayman
UK
USA
Malaysia
Others
Cross-sell (Virtual Office)
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Cross-sell (Serviced Office)
LCK
CTL
CWB
MK
KT
China - ShenZhen
China - GuangZhou
China - ShangHai
Macau
Singapore
Taiwan - TaiPei
Taiwan - TaiNan
Taiwan - TaiChung
Taiwan - TaiTung
Others
Cross-sell (Company Secretary Service)
New ComSec
Change of director(s)
Change of shareholder(s) - Share Transfer
Change of company registered address
Allotment of Share(s)
Change of company name
Change of business nature
Branch set up
Deregistration
Dormant
Minutes
Order company chop
Remade Green Box
Certified True Copy
Others
Cross-sell - Interested:
*
N/A
Incorporation
Virtual Office
Serviced Office
Co-working Space
Conference Room
Venue Booking
Company Secretary Service
Accounting & Auditing & Taxation
Trademark Registration
Patent
Legal Certification
Domain & Web-Hosting
Logo-Design
Web-Design
Business Card Design & Printing Services
Others
Cross-sell - Not Interested:
N/A
Incorporation
Virtual Office
Serviced Office
Co-working Space
Conference Room
Venue Booking
Company Secretary Service
Accounting & Auditing & Taxation
Trademark Registration
Patent
Legal Certification
Domain & Web-Hosting
Logo-Design
Web-Design
Business Card Design & Printing Services
Others
Interested to Monthly Promotion
Yes
Others Items (Please specify)
*
Follow-up(1) Person
Follow-up(1) Date
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Day
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Month
Year
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Follow-up(1): Methods
Meet In Person
Call
Email
Whatsapp
WeChat
Line
Others
Follow-up(1) Status
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Duplicated
Considering
Confirmed
Billed
No response
No Contact
Rejected
Done
Invoice Amount
Follow-up(1): Status Reason
Busy
Not in HK
Wait for partner/boss reply
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Follow-up(1): Remarks of Others Reason
Follow-up(1): Duplicated with-:
(Application Number)
Follow-up(1) Details
Follow-up(2) Person
Follow-up(2) Date
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Day
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Month
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Follow-up(2): Methods
Meet In Person
Call
Email
Whatsapp
WeChat
Line
Others
Follow-up(2) Status
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Duplicated
Considering
Confirmed
Billed
No response
No Contact
Rejected
Done
Follow-up(2): Status Reason
Busy
Not in HK
Wait for partner/boss reply
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Follow-up(2): Remarks of Others Reason
Follow-up(2) Details
Follow-up(3) Person
Follow-up(3) Date
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Day
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Month
Year
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Follow-up(3): Methods
Meet In Person
Call
Email
Whatsapp
WeChat
Line
Others
Follow-up(3) Status
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Duplicated
Considering
Confirmed
Billed
No response
No contact
Rejected
Done
Follow-up(3): Status Reason
Busy
Not in HK
Wait for partner/boss reply
Waiting payment
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Follow-up(3): Remarks of Others Reason
Follow-up(3) Details
Follow-up(4) Person
Follow-up(4) Date
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Day
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Month
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Follow-up(4): Methods
Meet In Person
Call
Email
Whatsapp
WeChat
Line
Others
Follow-up(4) Status
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Duplicated
Considering
Confirmed
Billed
No response
No contact
Rejected
Done
Follow-up(4): Status Reason
Busy
Not in HK
Wait for partner/boss reply
Waiting payment
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Follow-up(4): Remarks of Others Reason
Follow-up(4) Details
Follow-up(5) Person
Follow-up(5) Date
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Day
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Month
Year
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Follow-up(5): Methods
Meet In Person
Call
Email
Whatsapp
WeChat
Line
Others
Follow-up(5) Status
Please Select
Duplicated
Considering
Confirmed
Billed
No response
No contact
Rejected
Done
Follow-up(5): Status Reason
Busy
Not in HK
Wait for partner/boss reply
Waiting payment
Pending site-visit
Prices
Location
Service plan
Service facilities
Size
Environment
Business plan postponed
Staff attitude
Others
Follow-up(5): Remarks of Others Reason
Follow-up(5) Details
For Comsec Dept.
Yes
No
Comsec Status
Received Case
Document Sent To Client
Received Signed Document
Submitted To Government
Informed Client
Comsec Staff
Received Case Date
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Received Case Date Remarks
Document Sent Date
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Document Sent Date Remarks
Received Signed Docs Date
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Received Signed Docs Date Remarks
Submitted to Govt Date
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Submitted to Govt Date Remarks
Informed Client Date
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Informed Client Date Remarks
Client Received Doc Date
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Client Received Doc Date Remarks
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